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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