John Rook CFPCM

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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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It looks like the RDR, which arrived in January after a six year wait, has forced many commission-based IFAs to move on. Financial Planners have fared much better but what does the future hold? Laura Dew reports.

Paul Spires from Sound Financial Planning

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Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business. This month we speak to Paul Spires CFPCM from Sound Financial Planning.

Europe ETP market growth by broad asset class. Source: Morningstar

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In a world of often disappointing investments, many ETFs and other Exchange Traded Products (ETPs) have been a "decade- long success story in Europe," acccording to Morningstar data.

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Like the Mayan prophesies, many observers predicted doom and gloom for platforms in 2013 as the RDR arrived. Despite the fears, Sally Hamilton finds a market rising to the challenges of change.

Lawrence Cook of Thesis Asset Management

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Many Financial Planners rely on referrals for new business and these can be a valuable and cost-effective way to find new clients but how to go about it? Developing long-term professional connections with local firms of solicitors, accountants and other professionals is one way.

Jason McGuigan

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Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we speak to Jason McGuigan CFPCM of Critchleys Financial Planning.

Jason Holmes

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Jason Holmes CFPCM of Lumen Financial Planning faced a twin-pronged challenge after a business owner's death, how to negotiate with the owner's widow and the remaining directors in the firm.

Pete Matthew.

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Meet the Financial Planners and Institute of Financial Planning members who are making an impact in social media.

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Ten years ago, social media was little more than a concept gaining ground in part of the Us. now sites such as Twitter and LinkedIn have millions of users worldwide, creating a social media revolution.

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