Martin Bamford: Cashflow modelling not essential
- Tuesday, 13 September 2016
- Comment
Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.
Read more...New Financial Planning firm launched by ex-IFP chief
- Friday, 02 September 2016
- Articles
Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.
Read more...Cashflow model to be backbone of new Financial Planning firm
- Thursday, 18 August 2016
- Articles
Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.
Read more...Planner: Listening to clients who leave offers great insight to improve
- Tuesday, 09 August 2016
- Articles
Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.
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