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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.


Martin Bamford: Cashflow modelling not essential

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