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Assuming cashflow is required, the following results were found.

  • Wealth manager boosts lifestyle planning focus

    A wealth manager is celebrating reaching 10 years in business by strengthening its lifestyle Financial Planning service.

    https://www.financialplanningtoday.co.uk/news/item/8412-wealth-manager-boosts-lifestyle-planning-focus

  • Financial Planning firm reveals acquisition plans

    The head of a Financial Planning firm has told Financial Planning Today she is set to acquire a second advice firm, as she expressed her confidence about the year ahead for the profession.

    https://www.financialplanningtoday.co.uk/news/item/8410-financial-planning-firm-reveals-acquisition-plans

  • Wealth firm boss reveals ‘bold expansion plans’

    The chief executive of wealth management firm Foster Denovo, Roger Brosch, has told Financial Planning Today magazine of his ‘bold expansion plans.’

    https://www.financialplanningtoday.co.uk/news/item/8386-wealth-firm-boss-reveals-bold-expansion-plans

  • Latest issue of Financial Planning Today magazine published




    The latest edition of Financial Planning Today, our magazine for the profession, has been published and is now available to read online.

    https://www.financialplanningtoday.co.uk/news/item/8352-latest-issue-of-financial-planning-today-magazine-published

  • Succession nears 50 acquisitions with 4 new deals

    Fast growing wealth manager and Financial Planning group Succession has acquired four financial advisory firms as it heads toward 50 takeovers.

    https://www.financialplanningtoday.co.uk/news/item/8317-succession-nears-50-acquisitions-with-4-new-deals

  • Prestwood urges mandatory cashflow modelling for pensions

    Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling.

    https://www.financialplanningtoday.co.uk/news/item/8102-prestwood-urges-mandatory-cashflow-modelling-for-pensions

  • CISI to revamp Certified Financial Planner designation

    The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.

    https://www.financialplanningtoday.co.uk/news/item/7974-cisi-to-revamp-certified-financial-planner-designation

  • National IFA firm moves to cashflow modelling

    National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.

    https://www.financialplanningtoday.co.uk/news/item/7953-national-ifa-firm-moves-to-cashflow-modelling

  • Financial Planning firm launches ‘tool-kit’ for millenials

    A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.

    https://www.financialplanningtoday.co.uk/news/item/7840-financial-planning-firm-launches-tool-kit-for-millenials

  • 7IM reveals cashflow modelling app link up with Intelliflo

    Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.

    https://www.financialplanningtoday.co.uk/news/item/7801-7im-reveals-cashflow-modelling-app-link-up-with-intelliflo

  • ‘Dreadful year’ client rescued by Chartered planner’s cashflow plan

    A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.

    https://www.financialplanningtoday.co.uk/news/item/7792-dreadful-year-client-rescued-by-chartered-planner-s-cashflow-plan

  • CashCalc ties up data integration deal with Plum Software

    Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software.

    https://www.financialplanningtoday.co.uk/news/item/7715-cashcalc-ties-up-data-integration-deal-with-plum-software

  • Planner's swipe at Unbiased as he launches rival directory

    A Chartered Financial Planner has accused IFA directory service Unbiased of letting down the public as he prepares to launch his own nationwide adviser directory to compete with Unbiased.

    https://www.financialplanningtoday.co.uk/news/item/7703-planner-s-swipe-at-unbiased-as-he-launches-rival-directory

  • FCA examines clients' grasp of cashflow model outcomes

    The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.

    https://www.financialplanningtoday.co.uk/news/item/7668-fca-can-clients-grasp-stochastic-cashflow-model-outcomes

  • Up, up and away: the 2017 CISI Paraplanner Conference

    The 2017 CISI / IFP Paraplanning Conference has been hailed "a huge success" by conference co-chair Dan Atkinson.

    https://www.financialplanningtoday.co.uk/news/item/7626-up-up-and-away-the-2017-cisi-paraplanner-conference

  • 'Superhero' Paraplanner conference gets underway

    More than 130 Paraplanner delegates are in Hinckley, Leics, today for the annual CISI Paraplanner Conference 2017, which is getting under way this morning.

    https://www.financialplanningtoday.co.uk/news/item/7621-superhero-paraplanner-conference-gets-underway

  • Paraplanners must prepare for rise in vulnerable clients

    Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.

    https://www.financialplanningtoday.co.uk/news/item/7624-paraplanners-must-prepare-for-rise-in-vulnerable-clients

  • FCA expert: firms should get ready for 2019 advice review

    The FCA's 2016 Assessing Suitability Review - a major review of the quality of financial advice in the UK - will be repeated in 2019 and Paraplanners and Financial Planners should begin preparing for it now, an FCA expert has told the CISI / IFP annual...

    https://www.financialplanningtoday.co.uk/news/item/7622-fca-expert-firms-should-get-ready-for-2019-advice-review

  • Fighter pilot jets in to 'superhero' Paraplanner conference

    Cashflow modelling, platform due diligence and a former fighter pilot are on the billing for next week’s CISI Paraplanner Conference 2017.

    https://www.financialplanningtoday.co.uk/news/item/7593-fighter-pilot-jets-in-to-superhero-themed-paraplanner-conference

  • Senior Paraplanner (London) £45,000 basic

    Senior Paraplanner (London) £45,000 basic

    https://www.financialplanningtoday.co.uk/component/k2/item/7588-senior-paraplanner-london-45-000-basic

Results 181 - 200 of 398
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