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Assuming cashflow is required, the following results were found.

  • 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

  • Synaptic to launch cashflow-based ‘at retirement’ tool

    Synaptic Software is planning to launch a major ‘at retirement’ tool for planners and advisers later this year which will feature cashflow modelling.

    https://www.financialplanningtoday.co.uk/news/item/7584-synaptic-to-launch-cashflow-based-at-retirement-tool

  • Planners get ‘life or death’ leader lesson from SAS man

    Planners will learn about showing leadership in life or death situations from a former SAS commander.

    https://www.financialplanningtoday.co.uk/news/item/7551-planners-get-life-or-death-leader-lesson-from-sas-man

  • CISI offers wealth managers ‘Financial Planning experience’

    The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.

    https://www.financialplanningtoday.co.uk/news/item/7514-cisi-offers-wealth-managers-financial-planning-experience

  • Chartered Planning firm adds experienced planner to team

    Cheshire-based Clarion Wealth Planning, a firm of Chartered Financial Planners, has continued its expansion with the appointment of experienced Financial Planner Sam Petts.

    https://www.financialplanningtoday.co.uk/news/item/7505-chartered-planning-firm-adds-experienced-planner-to-team

  • Transact reveals Voyant cashflow modelling agreement

    Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.

    https://www.financialplanningtoday.co.uk/news/item/7463-transact-reveals-voyant-cashflow-modelling-agreement

  • Policeman turned Planner becomes cashflow tool creator

    An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.

    https://www.financialplanningtoday.co.uk/news/item/7456-policeman-turned-planner-becomes-cashflow-tool-creator

  • Group buys 2 IFAs as it plots to become largest wealth firm

    Two advice firms have been bought by Succession Group for a total of £4m as part of plans to create the UK’s largest independent wealth management business.

    https://www.financialplanningtoday.co.uk/news/item/7441-group-buys-2-advice-firms-as-it-plots-to-be-largest-in-wealth-sector

  • Chartered Financial Planner strikes deal for cashflow tool

    A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.

    https://www.financialplanningtoday.co.uk/news/item/7386-chartered-financial-planner-strikes-deal-for-cashflow-tool

  • Financial Planner trio join forces for new brand

    A trio of Financial Planners have banded together under a new brand name.

    https://www.financialplanningtoday.co.uk/news/item/7381-financial-planner-trio-join-forces-for-new-brand

  • Guest Column: Businesses need better pension planning - Carty

    Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.

    https://www.financialplanningtoday.co.uk/k2-articles/item/7352-guest-columnist-businesses-need-better-pension-planning-says-anthony-carty

  • CISI honours 6 figures including Prestwood’s Etheridge

    The Chartered Institute for Securities & Investment has award six CISI Honorary Fellowships to eminent figures in the financial services sector, including Paul Etheridge, founder of cashflow modelling software firm Prestwood.

    https://www.financialplanningtoday.co.uk/news/item/7346-6-leading-figures-including-prestwood-s-paul-etheridge-honoured

  • Elevate platform to get reboot and new cash

    Standard Life is using adviser feedback to determine new investment plans and improvements for its Elevate platform, which it acquired from AXA Wealth.

    https://www.financialplanningtoday.co.uk/news/item/7344-elevate-platform-to-get-reboot-and-new-cash

  • Prestwood offers ‘gamification’ to help planners’ exit strategies

    Prestwood, best known as provider of Financial Planning cashflow modelling software Truth, is to encourage planners to consider ‘gamification’ techniques to improve their businesses and help develop exit strategies.

    https://www.financialplanningtoday.co.uk/news/item/7338-prestwood-offers-gamification-to-help-planners-exit-strategies

  • Editor's Comment: Simon's Chamberlain's plan was lesson to all

    We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not...

    https://www.financialplanningtoday.co.uk/k2-articles/item/7327-editor-s-comment-simon-s-chamberlain-s-plan-is-a-lesson-to-all

  • Cashflow helps Financial Planner rescue credit crunch clients

    An Accredited Financial Planning Firm has revealed how cashflow modelling and comprehensive Financial Planning proved ‘life changing’ for a couple whose business was severely hit by the credit crunch.

    https://www.financialplanningtoday.co.uk/news/item/7235-cashflow-model-helps-financial-planner-rescue-credit-crunch-clients

  • Standard Life reveals Elevate price and eyes India for growth

    Standard Life is setting its sights on India to grow its business.

    https://www.financialplanningtoday.co.uk/news/item/7146-standard-life-reveals-elevate-price-and-eyes-india-for-growth

  • Paraplanner professional development events begin

    The first in a new series of professional development events for Paraplanners has been held.

    https://www.financialplanningtoday.co.uk/news/item/7138-paraplanner-professional-development-events-begin

  • Paraplanner recruited by planning firm as new head of advice

    Ascot Lloyd, the Financial Planning and wealth management firm, has recruited a former head of Paraplanning to a senior new role as head of advice where she will lead a strategic review of the company’s advice process.

    https://www.financialplanningtoday.co.uk/news/item/7104-paraplanner-recruited-by-planning-firm-as-new-head-of-advice

  • Chartered planners hire ex-sports pro who ran wealth firm

    A Chartered Financial Planning firm has snapped up a former sportsman who began his own wealth management company.

    https://www.financialplanningtoday.co.uk/news/item/7082-chartered-planners-hire-ex-sports-pro-who-ran-own-wealth-firm

Results 201 - 220 of 399
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