Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse
- Monday, 13 January 2014
- Insight & Analysis
Pete Matthew CFPCM, managing director, Jacksons Wealth Management, helps a divorcee fearing the future to begin to see she is better off than she thinks and a decent retirement is achievable.
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Real life case study: John Rook of Kench & Co
- Friday, 22 March 2013
- Insight & Analysis
John Rook CFPCM of Kench & Co gives longstanding clients verious scenarios for their finances with the help of cashflow planning and enables them to see how they can change their lives.
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Advisers missing out on cashflow modelling benefits
- Friday, 08 March 2013
- Articles
Advisers are failing to understand the benefits of cashflow modelling and how and where to use it within their businesses.
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Cashflow modelling-IFP President impresses
- Wednesday, 30 May 2012
- IFP Member News
IFP President Marlene Shalton FIFP, CFPCM was warmly welcomed to speak at the Bristol branch March meeting. Read more...