Bamford: Planners need a new approach for active older clients

Where would you like to live when you grow older? There’s a lot to consider. Will your home be manageable as you become older and perhaps less mobile?

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Bamford: Now you can pay to be 2018's top Financial Planner

As part of our marketing mix, we occasionally like to enter and win awards. There’s a certain prestige associated with being an ‘award-winning’ firm of Financial Planners. Our website analytics tell us that prospective clients are actively searching for this term, so serving up a handpicked list of award wins helps boost their confidence that they are contacting the right firm.

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Bamford: Why the PFS Festival of Planning worked for me

All too often, our profession deserves its reputation as the home of grey men wearing navy blue suits. Go along to more or less any conference, seminar or professional body event and you are confronted by a lack of diversity along with the absence of anything especially exciting or progressive.

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Bamford: Why high-priced closet trackers rip off investors

I’ve been getting through an awful lot of printer ink recently. With our friends in Canary Wharf embarking on a publication spree this summer, the latest 114 pages to roll off my trusty HP LaserJet finished off yet another cartridge.

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