Dan Atkinson: Financial Planning is in its prime

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

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Nicola Watts: Tracking the value of Financial Planning

We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

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Dan Atkinson: How Paraplanners are setting the agenda

It has been encouraging recently to read about the increasing numbers of Financial Planners and Paraplanners completing their Level 6 (and higher) qualifications.

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Nicola Watts: Financial Planning fees are confusing for clients

A recent experience with a prospective client really brought home to me how confusing adviser charges must be for Joe Public. With so many companies offering so many different services and with such varying charges, how are clients really able to compare charges and what they’re going to get for those charges?

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