Ex-Sesame director seeks Chartered Financial Planners

An ex-Sesame Bankhall commercial director will look to recruit more Chartered Financial Planners in his new job at adviser firm Fairey Associates.

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Planner’s retirement rescue for seriously ill client

A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

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Bamford: Planners must be open to learning new skills

When I first became a Financial Planner in 2002, professional development was fairly straightforward. I would pick the most interesting sounding product provider seminars, turn up at a couple of these each month, and that would be enough to satisfy my continuing professional development needs. How things have changed.

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Chartered Financial Planners: This tech boosts our business

Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.

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