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LEBC in ‘buoyant mood’ despite losses and turnover slump

LEBC Group, the pensions and financial advice company founded by a Chartered Financial Planner, remains in “buoyant mood” despite making a financial year loss of £401,000 last year and having to withdraw from DB transfer advice.

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IFP's prestigious annual business excellence award opens for entries

The Institute of Financial Planning has opened for entries its prestigious David Norton "Building Excellence" award. Read more...

Technical Update: Measuring Financial Planners' business effectiveness

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.
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KMD Wealth wins IFP's prestigious David Norton Award

The IFP has announced at its annual conference that the winner of this year's David Norton Building Excellence Award is KMD Private Wealth Management LLP who are based in Essex.
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