Bristol branch's groundbreaking Budget brainstorm with Barry

Bristol branch welcomed Barry Foster of Axa Wealth talking on tax planning for 2014/15 and also compliance specialist Adam Samuel. Read more...

Bristol Branch welcomes three speakers who share expertise on older clients

Bristol Branch welcomed three speakers to cover three different aspects of planning and advice for elderly and vulnerable clients at its September meeting. Read more...

Legal update for Bristol-based planners

In September, Bristol branch welcomed four excellent speakers from the national law firm Clarke Willmott, their long-standing branch sponsor. Read more...

Cashflow modelling-IFP President impresses

IFP President Marlene Shalton FIFP, CFPCM was warmly welcomed to speak at the Bristol branch March meeting. Read more...

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