85 out of 100 advisers recommend the profession
- Wednesday, 04 March 2020
- Articles
More than eight out of 10 advisers say they would recommend the Financial Planning profession to family and friends, according to a Personal Finance Society poll.
Read more...Guest Column: Beware 'death by cashflow modelling'
- Wednesday, 26 February 2020
- Comment
It is human nature that when we are asked to give an opinion or to answer a question that what we say in response has positive connotations, that is we want to be able to help and where possible give good news, writes Certified Financial Planner and Chartered Wealth Manager John Rook.
Read more...Martin Bamford: So where's all the Financial Planning competition?
- Tuesday, 25 February 2020
- Comment
Our business has a head office in Cranleigh, Surrey, which is the largest village in England; at least it's one of several in England claiming to be the largest.
Read more...Dan Atkinson: So what does the CISI do for Paraplanners?
- Tuesday, 11 February 2020
- Comment
For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. They are far from just being certificate-generating exam providing organisations.
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