Tuesday, 16 April 2013 14:19 Written by Don't delete
Stephen Jones of Cooper Parry, the firm which won the 2012 IFP David Norton 'Building Excellence' award, this months shares his best practice and talks about the value of the award to his firm.
Tuesday, 16 April 2013 12:44 Written by Don't delete
Ian Brookes CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax.
Friday, 22 March 2013 16:12 Written by Don't delete
Few areas of pensions have been subject to more regulatory reform and political change than income drawdown. Pensions commentator John Moret of Moreto Sipps looks at what Chancellor George Osborne could do in 2013.
John Rook CFPCM of Kench & Co gives longstanding clients verious scenarios for their finances with the help of cashflow planning and enables them to see how they can change their lives.
Friday, 22 March 2013 15:40 Written by Don't delete
It looks like the RDR, which arrived in January after a six year wait, has forced many commission-based IFAs to move on. Financial Planners have fared much better but what does the future hold? Laura Dew reports.
Friday, 22 March 2013 15:28 Written by Don't delete
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business. This month we speak to Paul Spires CFPCM from Sound Financial Planning.
In a world of often disappointing investments, many ETFs and other Exchange Traded Products (ETPs) have been a "decade- long success story in Europe," acccording to Morningstar data.
Like the Mayan prophesies, many observers predicted doom and gloom for platforms in 2013 as the RDR arrived. Despite the fears, Sally Hamilton finds a market rising to the challenges of change.
Wednesday, 27 February 2013 15:01 Written by Don't delete
Many Financial Planners rely on referrals for new business and these can be a valuable and cost-effective way to find new clients but how to go about it? Developing long-term professional connections with local firms of solicitors, accountants and other professionals is one way.
Wednesday, 27 February 2013 14:28 Written by Don't delete
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 speak to Jason McGuigan CFPCM of Critchleys Financial Planning.
Wednesday, 27 February 2013 14:15 Written by Don't delete
Jason Holmes CFPCM of Lumen Financial Planning faced a twin-pronged challenge after a business owner's death, how to negotiate with the owner's widow and the remaining directors in the firm.
Meet the Financial Planners and Institute of Financial Planning members who are making an impact in social media.
Wednesday, 27 February 2013 13:54 Written by Don't delete
Ten years ago, social media was little more than a concept gaining ground in part of the Us. now sites such as Twitter and LinkedIn have millions of users worldwide, creating a social media revolution.