I am not sure that I have ever posed this question to any of my clients: “Do you trust me?”It’s a given. It is implicit in all our dealings with each other and has been since the day we opened the doors in May 2000.
Each month Financial Planner will be interviewing a leading planner to ask him or her to share best practice from their business. This month we talk to Ben Westaway CFPCM of Jessop Financial Planning in Sheffield.
RDR set to transform retail finance sector in 2013
Written by Don't deleteTowards the end of 2011, Financial Planners might have been excused for dreading the onset of 2012. This was not because of the economic chill sweeping Europe or because of predictions from the pundits but because the year ahead would mark the countdown to the much anticipated Retail Distribution Review on 1 January 2013.
Each month Financial Planner will be interviewing a leading Financial Planner to ask him or her to share best practice. This month we talk to David Crozier CFPCM of Navigator Financial Planning.
Plans underway for Financial Planning Week 2012
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Planning for 2012’s Financial Planning Week in November has already begun after the success of the initiative last year.
Financial Planning Week polls highlight uncertain future
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Daily polls for the Institute for Financial Planning’s consumer- focused Financial Planning Week 2011 raised challenging points about consumers’ attitudes to finances. The polls, conducted by YouGov in association with NS&I, questioned over 2,000 people.
Andrew Brook Dobson CFPCM of Accredited Financial Planning FirmTM Brook Dobson Brear shares his best practice with the planning community.
Parallels between the UK and South African Financial Planning are explored by Financial Planner Tony Granger CFPCM who has over 30 years of experience covering both countries.
The IFP's prestigious David Norton Building Excellence Award recognises planning firms going places. Shane Mullins, MD of this year's winner Fiscal Engineers, shares some of the secrets of his winning formula.
Simon Ainley CFPCM of Holland Hahn & Wills discusses reaching a birthday milestone and how he strives to keep himself fit and his young family happy while also helping to run a busy Financial Planning practice.
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The pension market is changing as the Government prepares to promote workplace pensions and auto-enrolment. At the same time Sipps and individual pensions are surging in take-up. Financial Planner asked pensions guru Steve Bee for his analysis.
Brian Benson CFPCM, founder of Crown Wealth Management, describes how he’s had to temper his desire for business growth with a realization that he needed a quality home and personal life too.
This year the Institute of Financial Planning is celebrating its milestone 25th anniversary, still one of the UK’s youngest professional bodies but now with a quarter century of proud history behind it.
Using PR power to reach consumers during Financial Planning Week
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Elizabeth Holt, MD of Holt PR, outlines how members can utilise the IFP’s Financial Planning Week 2011 to build their own PR strategy.