Editor's Comment: Why Financial Planning Week is worth the effort
- Monday, 08 May 2017
- Comment
The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.
Read more...Guest Column: Businesses need better pension planning - Carty
- Thursday, 06 April 2017
- Comment
Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.
Read more...Editor's Comment: Simon's Chamberlain's plan was lesson to all
- Thursday, 30 March 2017
- Comment
We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not the obvious ones.
Read more...Carter: CFP is only recognised title for proper Financial Planning
- Friday, 24 March 2017
- Comment
Much debate is ongoing about the merits of being a Certified or Chartered Financial Planner, writes Keri Carter CFPTM, managing director of Broadway Financial Planning.
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