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Assuming cashflow is required, the following results were found.

  • New 'robo adviser without the robo' to launch

    National advisory firm consolidator Succession is planning a ‘robo-advice-style’ service which will add human intervention to review any investment decisions.

    https://www.financialplanningtoday.co.uk/news/item/6378-new-robo-adviser-without-the-robo-to-launch

  • New Financial Planning firm launched by ex-IFP chief

    Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.

    https://www.financialplanningtoday.co.uk/news/item/6341-new-financial-planning-firm-launched-by-ex-ifp-chief

  • Cashflow model firm created by planners launches IHT tool

    A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator.

    https://www.financialplanningtoday.co.uk/news/item/6309-cashflow-model-firm-created-by-financial-planners-launches-iht-tool

  • Cashflow model to be backbone of new Financial Planning firm

    Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.

    https://www.financialplanningtoday.co.uk/news/item/6280-cashflow-model-to-be-backbone-of-new-financial-planning-firm

  • Ex-IFP President: See another adviser if you don't value cashflow model

    A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.

    https://www.financialplanningtoday.co.uk/news/item/6240-ex-ifp-president-see-another-adviser-if-you-don-t-value-cashflow-model

  • My business: Carolyn Gowen of Bloomsbury

    Carolyn Gowen CFPTM Chartered FCSI reveals how she achieved her dream of a life in France while still managing to help run a Financial Planning business in England.

    https://www.financialplanningtoday.co.uk/news/item/6072-my-business-carolyn-gowen-of-bloomsbury

  • Financial Planners: The key to a good CRM system

    Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?

    https://www.financialplanningtoday.co.uk/news/item/6073-financial-planners-the-key-to-a-good-crm-system

  • My Business: Gareth Rees of Epoch Wealth Management

    Gareth Rees CFPTM, Chartered MCSI partner at Accredited Financial Planning FirmTM Epoch Wealth Management, talks about how love played a part in setting him on the planning path.

    https://www.financialplanningtoday.co.uk/news/item/6066-my-business-gareth-rees-cfptm

  • Real life case study: Emotions run high for client couple

    Matthew Aitchison CFPTM Chartered MCSI, managing director of Clear Vision Financial Planning, deals with the case of a family who wanted to boost their quality of life and time spent together.

    https://www.financialplanningtoday.co.uk/news/item/6053-real-life-case-study-emotions-run-high-for-client-couple

  • Ex-IFP chief's fears over 'proper' cashflow modelling

    A former IFP President has “grave concerns” about whether advisers are using cashflow modelling tools properly – but she is against FCA intervention.

    https://www.financialplanningtoday.co.uk/news/item/5715-ex-ifp-chief-s-fears-over-proper-cashflow-modelling

  • National advice group eyes 9 takeovers this year

    Financial advice group Succession has revealed it is looking to take over another nine businesses this year after completing its latest for £5.3m.

    https://www.financialplanningtoday.co.uk/news/item/5712-national-advice-group-eyes-9-takeovers-this-year

  • Succession gains full DFM permission from FCA

    The FCA has granted full discretionary fund management permission to Succession Group, the company announced this morning.

    https://www.financialplanningtoday.co.uk/news/item/5596-succession-gains-full-dfm-permission-from-fca

  • Financial Planning tool for iPhones launched by Voyant

    A touch-screen Financial Planning tool designed to be used on iPhones has been launched by Voyant UK.

    https://www.financialplanningtoday.co.uk/news/item/5471-financial-planning-tool-for-iphones-launched-by-voyant

  • Bank holds base rate at 0.5% despite rise threat

    The Bank of England's Money Policy Committee voted 8-1 today to keep its Bank Rate unchanged today at half a per cent despite some experts saying a rise may be on the way.

    https://www.financialplanningtoday.co.uk/news/item/5038-bank-holds-base-rate-at-0-5-despite-rise-threat

  • AXA Wealth launches LifePlanning toolkit

    AXA Wealth has unveiled a new online ‘LifePlanning’ toolkit for advisers to use with clients to give them a “clearer view” of their financial well-being.

    https://www.financialplanningtoday.co.uk/news/item/4894-axa-wealth-launches-lifeplanning-toolkit

  • Paraplanning apprenticeship has 'host of practical problems'

    A new Paraplanner apprenticeship backed by the Government will be a no go for many employers, the chief executive of a Paraplanning firm has warned.

    https://www.financialplanningtoday.co.uk/news/item/4866-paraplanning-apprenticeship-has-host-of-practical-problems

  • Welcome to our new daily news service for Financial Planners

    A very warm welcome to our new website, Financial Planning Today - a service for all professional Financial Planners, Paraplanners, Wealth Managers and IFAs.

    https://www.financialplanningtoday.co.uk/k2-articles/item/4858-welcome-to-our-new-daily-news-service

  • More London Paraplanner Powwows set to come

    A fourth London Paraplanners Powwow is in the offing, organisers say, as advisers were told they could learn a lot from the rapidly expanding movement.

    https://www.financialplanningtoday.co.uk/news/item/4729-more-london-paraplanner-powwows-set-to-come

  • Real Life Case Study: Richard Watkins CFPCM of Close Brothers

    Richard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?

    https://www.financialplanningtoday.co.uk/news/item/4203-real-life-case-study-richard-watkins-cfpcm-of-close-brothers

  • Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP

    Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant...

    https://www.financialplanningtoday.co.uk/news/item/4198-real-life-case-study-parminder-bains-cfpcm-principal-of-psb-wealth-llp

Results 261 - 280 of 399
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