Each month we speak with a leading Financial Planner to ask them to share best practice and how they built their company. This issue David Norton Award 2014 runner up Huw Jones CFP^CM talks about how he developed Proposito into a formidable Financial Planning firm.

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Tagged under #My Business #Huw Jones CFPCM #Proposito Financial Planning

Platforms have gone from being optional to 'pivotal' for the profession, planners have told Financial Planner magazine for our latest quarterly survey.

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Tagged under #Platforms #wraps #Financial Planner Magazine #Financial Planners

Divorce is regarded as a significant life event, often considered on a par with bereavement, both from an emotional point of view and in terms of planning for a future without any financial burden. In this latest case study for Financial Planner Magazine, Gemma Davies CFP^CM explores how she helped a woman going through divorce. Read more ...

Tagged under #Gemma Davies #Uniq Family Wealth

Each month Financial Planner asks a leading planner to share best practice and how they and their colleagues built the firm.

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Tagged under #My Business #Steve Martin #Smart Financial

The issue of fees and charges in the new RDR era came to the fore after the regulator delivered a scathing assessment of advisory firms – having found 73 per cent failed to provide the required information on the cost of advice. Read more ...

Tagged under #IFP #RDR #FCA #fees

The last 12 months have seen huge change in the platform market, but how much further will it go, and how will these changes impact the financial planning community? Read more ...

Tagged under #wraps #Financial Planner Magazine #Nicola Brittain

Every month Financial Planner asks a leading planner to share best practice from their firm. In this edition Peter Adcock of Adcock Financial tells readers what led him towards the path of Financial Planning and how he built his business.
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Tagged under #IFP #My Business #Peter Adcock #Adcock Financial

Over the next 12 months the pensions and retail investment sectors expect to see some of the most sweeping changes for a generation following one of the most radical Budgets in recent years. Read more ...

Tagged under #pensions #budget 2014

It was 'a Budget for makers, doers and savers', in the word of Chancellor George Osborne as he stunned almost everyone with his radical financial plans for pensions in particular, writes Sally Hamilton, deputy personal finance editor of the Mail on Sunday in the last edition of Financial Planner magazine. Read more ...

Tagged under #Sipps #budget 2014

How did you get into Financial Planning and what attracted you to the profession? Read more ...

Tagged under #Chamberlyns #Michael Smith