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 14:11

Cover feature: Sipps Survey

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Sipps continue to grow strongly but new regulatory requirements have caused a stormy time for some firms.
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.
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.
Friday, 22 March 2013 15:58

Real life case study: John Rook of Kench & Co

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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.
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.
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.
Friday, 22 March 2013 15:19

Technical Update: ETPs and ETFs

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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.
Wednesday, 27 February 2013 15:12

Cover feature: Wrap and Platform Survey

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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

Technical Update: Professional Connections

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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.
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