Thursday, 22 November 2012 09:57
IFP Scottish Conference wins strong praise from delegates
The Institute of Financial Planning Scottish conference has been praised by delegates who suggested it could be extended.
Some 85 delegates attended the Scottish conference and 45 attended the practical Financial Planning Day on Monday.
Speakers included new IFP President Rebecca Taylor FIFP CFPCM, Michelle Hoskin from Standards International, Greg B Davies from Barclays Wealth and Malcolm Murray from Transact.
Kath Morgans, events director at the IFP, said feedback from delegates had rated Michelle Hoskin, Lawrence Cook from Thesis Asset Management and performance coach John Neal as really good.
{desktop}{/desktop}{mobile}{/mobile}
Jonathon Gibson, Financial Planner at Verus Wealth in Dundee, said: "I think was excellent, I thoroughly enjoyed it and am delighted to support the IFP.
"I think Rebecca Taylor will be a real asset to the IFP and I think she will reach out to the IFP community. She's clearly successful and very good at what she does."
He suggested the IFP should hold a two-day conference rather than two separate days to increase its engagement with the Scottish Financial Planning scene. He attended both days and felt the content in the practical Financial Planning Day would have been of value to those who only attended to the conference.
Alan Dick, Financial Planner at Forty Two Wealth Management in Glasgow said he hoped by the time next year's conference took place, more people in Scotland would have moved to a Financial Planning model. He said he expected the RDR would be a catalyst for this as people would be looking to see the best way they could demonstrate the value of fees to their clients.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
Some 85 delegates attended the Scottish conference and 45 attended the practical Financial Planning Day on Monday.
Speakers included new IFP President Rebecca Taylor FIFP CFPCM, Michelle Hoskin from Standards International, Greg B Davies from Barclays Wealth and Malcolm Murray from Transact.
Kath Morgans, events director at the IFP, said feedback from delegates had rated Michelle Hoskin, Lawrence Cook from Thesis Asset Management and performance coach John Neal as really good.
{desktop}{/desktop}{mobile}{/mobile}
Jonathon Gibson, Financial Planner at Verus Wealth in Dundee, said: "I think was excellent, I thoroughly enjoyed it and am delighted to support the IFP.
"I think Rebecca Taylor will be a real asset to the IFP and I think she will reach out to the IFP community. She's clearly successful and very good at what she does."
He suggested the IFP should hold a two-day conference rather than two separate days to increase its engagement with the Scottish Financial Planning scene. He attended both days and felt the content in the practical Financial Planning Day would have been of value to those who only attended to the conference.
Alan Dick, Financial Planner at Forty Two Wealth Management in Glasgow said he hoped by the time next year's conference took place, more people in Scotland would have moved to a Financial Planning model. He said he expected the RDR would be a catalyst for this as people would be looking to see the best way they could demonstrate the value of fees to their clients.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
This page is available to subscribers. Click here to sign in or get access.