Tina Weeks of Serenity FP

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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 their company. This issue we talk to Tina Weeks from Serenity Financial Planning of Barnet, London.

Richard Allum CFPCM of The Paraplanners.

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Each month Financial Planner asks a leading professional to share best practice from their business and the story of how they - and their colleagues - built the company.

Writer Laura Dew

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Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.

Which Direction Now? Investors may be feeling refreshed after their summer holidays but can the same be said for their investments?

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Investors may be feeling refreshed after their summer holidays but can the same be said for their investments? Sally Hamilton reports.

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Applying due diligence to finding the right platform is notoriously difficult. Will planners find the perfect panacea or a poison potion? Geoff Mills, of ratings company RSM, suggests some questions to ask.

Cover feature: Platforms are this year's model

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PLATFORMS have been making something of a comeback in the fashion world lately and in 2013 the investment world began giving its own particular models a makeover that is predicted to continue well into 2014.

Additional income amounts and gamma-equivalent alpha values. Source: Morningstar

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Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding investment mistakes such as excessive risk.

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Increased regulation and competition is spurring consolidation in the Sipp sector but what will the future hold? By Sally Hamilton.

David Gibson of Gibson Financial Planning

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David Gibson CFPCM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son.

Adrian Pickersgill of Chatfield Private Client

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Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFPCM from Chatfield Private Client in Birmingham.

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