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Financial Planning in 2024
- Tuesday, 08 April 2014
- Insight & Analysis
Predicting the future without a reliable crystal ball is an onerous task but the consensus among Financial Planners is that the industry will undergo huge change over the next decade, writes Nicola Brittain.
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My Business: Jason Butler
- Tuesday, 08 April 2014
- Insight & Analysis
Jason is a partner at Bloomsbury, a wealth management company based in the City.
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My Business: Kevin Deamer CFP of KMD
- Thursday, 13 March 2014
- Insight & Analysis
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they - and their colleagues - built the company. This issue we talk to Kevin Deamer CFPCM of KMD who recently received the prestigious IFP David Norton Award on behalf of his company.
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Real life case study: Michael Smith helps untangle couple's complex finances
- Saturday, 01 March 2014
- Insight & Analysis
Michael Smith CFPCM of Chamberlyns helps an IT entrepreneur cope with a new business challenge and a complex set of personal finances that need to be moved on to the right track.
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Real life case study: Dan Woodruff of Woodruff Financial Planning
- Saturday, 01 March 2014
- Insight & Analysis
Dan Woodruff CFPCM of of Woodruff Financial Planning explains how he helped a couple with their financial predicament after bad health took hold.
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Real life case study: James Pearcy-Caldwell of Aisa
- Saturday, 01 March 2014
- Insight & Analysis
Case overview
Gavin and Ruth, both aged 53, moved out of the UK on the 15 April 2010 to Cyprus, where they have lived in rented accommodation since. Read more ...
Gavin and Ruth, both aged 53, moved out of the UK on the 15 April 2010 to Cyprus, where they have lived in rented accommodation since. Read more ...
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Real life case study: Mark Brownridge of Mazars
- Saturday, 01 March 2014
- Insight & Analysis
Case overview
Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
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Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
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Adviser pioneers new US model aiming to reach the 'regular' masses
- Monday, 13 January 2014
- Insight & Analysis
Finding new ways to service the mass market with affordable Financial Planning has been an aspiration in the US and the UK. Sheryl Garrett CFP® is one of the pioneers of a new us model aiming to reach the mass affluent.
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Real life case study: Damien Rylett helps a widow beset by tragedy
- Wednesday, 08 January 2014
- Insight & Analysis
Damien Rylett of Brunel Capital Partners helps a widow beset by tragedy come to terms with her change in circumstances and get a handle on her complicated finances as she rebuilds her life.
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Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse
- Wednesday, 08 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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