Cashflow model to be backbone of new Financial Planning firm

Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.


Ex-IFP chief sets up breakaway Financial Planning firm

Former IFP President Julie Lord is forming a new Financial Planning firm.


Planner: Listening to clients who leave offers great insight to improve

Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.


Ex-IFP President: See another adviser if you don't value cashflow model

A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details: