Each month Financial Planner asks a leading Financial Planner to share his or her best practice from their business and tell the story of their company. This issue we talk to Chris Bowmer CFPCM of Accredited Financial Planning Firm Fortitude Financial Planning in Northamptonshire.
With just six months to go until the UK’s biggest Financial Planning event, plans are being finalised at IFP HQ to ensure it lives up to delegates ever increasing expectations. This year will be the 25th IFP conference and the event will take place from 1-3 October at the five star Celtic Manor Resort in South Wales.
Chris Jordan CFPCM of Heron House Financial Management is proud to be a part of a growing IFP Accredited Financial Planning FirmTM. Here he shares some ideas on best practice and business growth.
Years of surveys have shown that consumers value the personal touch and want an adviser who recognises their individual needs and characteristics. This demand for ‘personalisation’ relates not only to clients’ assets but also to their gender.