Thursday, 28 August 2014 15:11

My Business: Dan Woodruff CFPCM

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Each month Financial Planner asks a leading planner to share best practice and how they built their firm. In this issue we talk to Dan Woodruff CFPCM who set up Woodruff Financial Planning in 2003 in Colchester, Essex.

Friday, 01 August 2014 13:47

Technical Update: Target Risk Funds

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Risk is defined differently by many people but understanding it goes to the root of most investment decision.

Tuesday, 29 July 2014 14:30

Financial Planners embrace platform power

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Platforms have gone from being optional to 'pivotal' for the profession, planners have told Financial Planner magazine for our latest quarterly survey.

Divorce is regarded as a significant life event, often considered on a par with bereavement, both from an emotional point of view and in terms of planning for a future without any financial burden. In this latest case study for Financial Planner Magazine, Gemma Davies CFPCM explores how she helped a woman going through divorce.
Monday, 07 July 2014 14:26

My Business: Steve Martin of Smart Financial

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Each month Financial Planner asks a leading planner to share best practice and how they and their colleagues built the firm.

Friday, 04 July 2014 17:31

Technical Update: Assessing investment risk

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In this edition of Technical Update Michael Holland, one of the founders of data provider FE, looks at the thorny issue of assessing client appetite for investment risk.
Monday, 16 June 2014 15:12

Real life case study: Mark Brownridge of Mazars

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Case overview

Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
Friday, 13 June 2014 16:34

Financial Planners react to scathing fees report

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The issue of fees and charges in the new RDR era came to the fore after the regulator delivered a scathing assessment of advisory firms – having found 73 per cent failed to provide the required information on the cost of advice.
Friday, 13 June 2014 16:03

Seismic changes hit Wraps

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The last 12 months have seen huge change in the platform market, but how much further will it go, and how will these changes impact the financial planning community?
Friday, 13 June 2014 15:57

My Business: Peter Adcock CFPCM

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Every month Financial Planner asks a leading planner to share best practice from their firm. In this edition Peter Adcock of Adcock Financial tells readers what led him towards the path of Financial Planning and how he built his business.
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