Bamford: Lessons in expanding our Financial Planning business

After 24 years in business at one location, we recently made the decision to open a second office in a different town. This expansion was several years in the making, with the timing now right by virtue of a number of factors.

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Bamford: I’ve changed my mind about Financial Planning events

I’ve never been a particularly big fan of events for Financial Planners and I'm not alone on this.

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Bamford: Urgent we act on Financial Planning regulation costs

The client should be at the forefront of everything we do in the financial planning profession. Along with the members of my team, it’s our clients who make our business. Without them, we simply wouldn’t have a business.

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Bamford: The death of a client...and how to deal with it

One of my clients died on Saturday. She died peacefully at home, surrounded by family and loved ones. It was, as far as these things can be, a ‘good death’.

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