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Assuming cashflow is required, the following results were found.

  • Julie Lord: Good Financial Planning's enemy is bad spending

    When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

    https://www.financialplanningtoday.co.uk/k2-articles/item/9696-julie-lord-good-financial-planning-s-enemy-is-bad-spending

  • Chloe Moran: My top Financial Planning wishes for 2019

    As 2018 comes to a close and we look back over 2018 and the progress that has been made in the Financial Planning industry, now is a good time to think about what change we want to see in 2019.

    https://www.financialplanningtoday.co.uk/k2-articles/item/9639-chloe-moran-my-top-financial-planning-wishes-for-2019

  • Chartered Financial Planner heads up new Aberdeen office

    Wealth manager Charles Stanley has strengthened its presence in Scotland with the opening of a new office in Aberdeen, which will be headed up by a Chartered Financial Planner.

    https://www.financialplanningtoday.co.uk/news/item/9584-chartered-financial-planner-heads-up-new-aberdeen-office

  • Cashflow modelling should be a ‘guide in uncertain world’

    Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”

    https://www.financialplanningtoday.co.uk/news/item/9535-cashflow-modelling-should-be-a-guide-in-uncertain-world

  • Financial Planning firm gains sought-after CISI accreditation

    The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.

    https://www.financialplanningtoday.co.uk/news/item/9512-financial-planning-firm-gains-sought-after-cisi-accreditation

  • Cashflow software firm doubles user numbers to 10,000

    CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 10,000 registered account holders - doubling numbers in 18 months.

    https://www.financialplanningtoday.co.uk/news/item/9497-cashflow-software-firm-doubles-user-numbers-to-10-000

  • Mark Harman: Financial Planners must look at the bigger picture

    Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future. As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money...

    https://www.financialplanningtoday.co.uk/k2-articles/item/9496-mark-harman-financial-planners-must-look-at-the-bigger-picture

  • Chartered Planner celebrates 10 years and reveals top tips

    The managing director of a Chartered Financial Planner in Cheshire is celebrating 10 years in business and revealed her top tips for building a business and looking after clients.

    https://www.financialplanningtoday.co.uk/k2-articles/item/9446-chartered-planner-celebrates-10-years-and-reveals-top-tips

  • Warren Shute: How Planners can communicate better

    After celebrating 23 years in Financial Planning this year, I realise there are some clients who you just get along with, you hit it off on day one and as far as you’re concerned, life is good. However, I am sure there are others who you struggle to...

    https://www.financialplanningtoday.co.uk/k2-articles/item/9378-warren-shute-how-financial-planners-can-communicate-better

  • Financial Planning Week aims to ‘make dreams happen’

    As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”

    https://www.financialplanningtoday.co.uk/news/item/9338-financial-planning-week-aims-to-make-dreams-happen

  • Two planners unveil a digital future for Financial Planning

    Two Financial Planning entrepreneurs running online investment operations - in addition to their traditional Financial Planning practices - have explained what makes their digital ventures tick.

    https://www.financialplanningtoday.co.uk/news/item/9321-two-planners-unveil-a-digital-future-for-financial-planning

  • Chartered Financial Planner and author Shute reveals client tips

    Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

    https://www.financialplanningtoday.co.uk/news/item/9271-chartered-financial-planner-and-author-shute-reveals-client-tips

  • Importance of Paraplanners set to grow say experts

    The role of Paraplanners is set to take on greater importance in the next three years, according to a recent survey.

    https://www.financialplanningtoday.co.uk/news/item/9212-importance-of-paraplanners-set-to-grow-say-experts

  • 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.

    https://www.financialplanningtoday.co.uk/k2-articles/item/9205-bamford-i-ve-changed-my-mind-about-financial-planning-events

  • Quilter Cheviot launches first Paraplanner Roadshow

    Wealth manager and Financial Planner Quilter Cheviot is to launch its first roadshows dedicated to Paraplanners.

    https://www.financialplanningtoday.co.uk/news/item/9193-quilter-cheviot-launches-first-paraplanner-roadshow

  • CashCalc revamps offering and launches new tool

    Cashflow planning software firm CashCalc has unveiled a revamp of its offering and has launched a new tool.

    https://www.financialplanningtoday.co.uk/news/item/9183-cashcalc-revamps-offering-and-launches-new-tool

  • Chartered Financial Planner’s cashflow firm hits £50bn milestone

    Cashflow modelling firm CashCalc announced a 54% increase in funds under calculation during the first six months of 2018

    https://www.financialplanningtoday.co.uk/news/item/9080-chartered-financial-planner-s-cashflow-firm-hits-50bn-milestone

  • Prestwood to tackle pensions underfunding with new tools

    Cashflow modelling provider Prestwood Software is launching a suite of advanced pension planning tools to help planners deal with clients underfunding pensions.

    https://www.financialplanningtoday.co.uk/news/item/9011-prestwood-to-tackle-pensions-underfunding-with-new-tools

  • Wales and Chester Financial Planners join Beaufort Financial

    Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).

    https://www.financialplanningtoday.co.uk/news/item/8998-wales-and-chester-financial-planners-join-beaufort-financial

  • Paraplanner Powwow events go nationwide

    Many Paraplanner Powwows have been planned all over the UK in the coming months as the ‘unconference’ training seminars for Paraplanners gear up for a busy period.

    https://www.financialplanningtoday.co.uk/news/item/8996-paraplanner-powwow-events-go-nationwide

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