Bamford: Unify Paraplanning and Financial Planning

Despite having an uncanny knack for making winning predictions (Brexit? Tick. Trump? Tick) I’m not brave enough to stake my reputation or any money on forecasting the future.

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Martin Bamford: How we're winning clients via 5,000 podcast downloads

As we approach the start of a New Year, Financial Planners will be drawing up their business plans for 2017 and making their resolutions.

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Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me

After a couple of enjoyable visits to the Celtic Manor in 2014 and 2015, I didn’t attend the CISI Financial Planning Conference this year. It’s hard to put my finger on the precise reason why.

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Martin Bamford: Cashflow modelling not essential

Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.

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