Ex-Sesame director seeks Chartered Financial Planners
- Thursday, 29 June 2017
- Articles
An ex-Sesame Bankhall commercial director will look to recruit more Chartered Financial Planners in his new job at adviser firm Fairey Associates.
Read more...Planner’s retirement rescue for seriously ill client
- Thursday, 22 June 2017
- Articles
A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.
Read more...Bamford: Planners must be open to learning new skills
- Thursday, 15 June 2017
- Comment
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.
Read more...Chartered Financial Planners: This tech boosts our business
- Thursday, 08 June 2017
- Articles
Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.
Read more...