Damien Rylett of Brunel Capital Partners helps a widow beset by tragedy come to terms with her change in circumstances and get a handle on her complicated finances as she rebuilds her life.
Thursday, 02 January 2014 17:06

My Business: Tina Weeks of Serenity FP

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Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Tina Weeks from Serenity Financial Planning of Barnet, London.
Tuesday, 31 December 2013 16:13

Fasten your seatbelt for the Sipps rollercoaster

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With consolidation and regulatory change under way the Sipps sector could be see radical changes.
Business efficiency and effectiveness are crucial for any Financial Planning firm which wants to stay in business and keep ahead of the pack.
But where to start? How can you measure business effectiveness in a Financial Planning firm?
We asked leading business consultant Brett Davidson, chief executive of FP Advance, to give us his top 10 tips to measure business effectiveness.
Ian Thomas CFPCM helps a successful young couple, who run a growing business, to put their financial house back into balance and plan ahead for their young family and life tomorrow.
Monday, 30 December 2013 16:56

My Business: Santorini Financial Planning, Leicester

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Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and
 the story of how they built their company. This issue we talk to Matthew Walne who set up Santorini Financial Planning in Leicestershire in 2011.
Investors may be feeling refreshed after their summer holidays but can the same be said for their investments? Sally Hamilton reports.
Post-RDR, more Financial Planners are focusing on estate planning as changes to legislation open up new opportunities and the demands of clients to secure wealth transfer tax effectively grow.
Jonathan Orchard CFPCM helps a couple to see whether they can retire from running a business after health issues and instead spend their time on holidays and finding the husband's dream car.
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Ivan Hutchings CFPCM of Adrian Smith and Partners, West Midlands.
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