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Tuesday, 20 March 2012 12:22

We all need to face the question of trust

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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.

Monday, 19 March 2012 16:58

My Business: Ben Westaway

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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.

Wednesday, 29 February 2012 15:16

RDR set to transform retail finance sector in 2013

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Towards 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.

Wednesday, 29 February 2012 15:01

My Business: David Crozier

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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.

Tuesday, 24 January 2012 14:25

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.

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.

Tuesday, 24 January 2012 14:16

My Business: Andrew Brook Dobson

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Andrew Brook Dobson CFPCM of Accredited Financial Planning FirmTM Brook Dobson Brear shares his best practice with the planning community.

Friday, 16 December 2011 15:49

Financial Planning in South Africa

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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.

Friday, 16 December 2011 15:32

On the Spot: Shane Mullins

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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.

Friday, 16 December 2011 15:24

Work Life Balance- Simon Ainley

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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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