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  • James Bond adviser on changing client views on risk

    Caspar Berry was an adviser on James Bond film Casino Royale in 2006

  • 222 Chartered Financial Planners join PFS ranks

  • FPSB: Planners must clearly show value over robo-tools

    FPSB CEO Noel Maye

  • Planner exam entrants mistaken over cashflow requirements

    Financial Planning Today magazine - second issue

  • Financial Planners: Clients being pushed into early retirement

    Mike Gordon, technical director, at Rutherford Wilkinson

  • PFS Financial Planning events attract nearly 2,000 delegates

    PFS chief executive Keith Richards

  • Julie Lord: Some advisers long way off understanding cashflow

    Julie Lord CFPTM, former IFP President

  • Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me

    Martin Bamford CFPTM Chartered MCSI FPFS

  • Chartered Financial Planner’s firm bought by national group

    Scott Hopkinson, Chief Finance Officer, Fairstone with Angela Murfitt

  • Financial Planners: What we think about Trump triumph

    Twitter page for Trump campaign

  • Financial Planning Today magazine issue 3 out soon

    Financial Planning Today magazine - issue 2 cover

  • Financial Planners bought by Old Mutual

    JW's website

  • Financial Planning Today magazine issue 3 out now

    Financial Planning Today magazine - issue 3 contents page

  • Financial Planning firm set to be taken over in £3.6m deal

    Tavistock website

  • Financial Planners await key Autumn Statement details

  • VIDEO: Give 15 minutes to stop scams, planners urged

  • Key DFM details for Financial Planners published

  • Certified Financial Planners must increase ethics CPD

  • Chartered planners acquire 1500 clients via estate planning firm

    Lee Hartley, CEO of Fairstone Group,

  • Martin Bamford: How we're winning clients via 5,000 podcast downloads

    Martin Bamford CFPTM Chartered MCSI FPFS

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