Monday, 13 January 2014 15:13
Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse
Written by James
Pete Matthew CFPCM, managing director, Jacksons Wealth Management, helps a divorcee fearing the future to begin to see she is better off than she thinks and a decent retirement is achievable.
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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.
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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.
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Saturday, 16 November 2013 16:15
Inspiring consumers to plan their financial future
Written by James
The IFP's Financial Planning week is the consumer campaign to spread the word about the benefits of Financial Planning. Sue Whitbread looks at what's ahead this year.
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Wednesday, 08 January 2014 15:48
Technical Update: Growing retail investment use of ETFs needs diligence
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Market and regulatory change is altering the way planners do business and nowhere is this more obvious than in the ETF sector where retail usage of this once predominantly institutional investment class is growing rapidly.
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Wednesday, 08 January 2014 15:19
Real life case study: Damien Rylett helps a widow beset by tragedy
Written by James
Damien Rylett of Brunel Capital Partners helps a widow beset by tragedy come to terms with her change in circumstances and get a handle on her complicated finances as she rebuilds her life.
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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.
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With consolidation and regulatory change under way the Sipps sector could be see radical changes.
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Insight & Analysis
Tuesday, 31 December 2013 15:40
Technical Update: Measuring Financial Planners' business effectiveness
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Business efficiency and effectiveness are crucial for any Financial Planning firm which wants to stay in business and keep ahead of the pack.
But where to start? How can you measure business effectiveness in a Financial Planning firm?
We asked leading business consultant Brett Davidson, chief executive of FP Advance, to give us his top 10 tips to measure business effectiveness.
We asked leading business consultant Brett Davidson, chief executive of FP Advance, to give us his top 10 tips to measure business effectiveness.
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Tuesday, 31 December 2013 14:32
Real life case study: Ian Thomas of Pilot Financial Planning
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Ian Thomas CFPCM helps a successful young couple, who run a growing business, to put their financial house back into balance and plan ahead for their young family and life tomorrow.
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Monday, 30 December 2013 16:56
My Business: Santorini Financial Planning, Leicester
Written by James
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 built their company. This issue we talk to Matthew Walne who set up Santorini Financial Planning in Leicestershire in 2011.
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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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Insight & Analysis
Monday, 23 December 2013 16:15
Technical Update: Opportunities for preserving pension wealth of clients
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Post-RDR, more Financial Planners are focusing on estate planning as changes to legislation open up new opportunities and the demands of clients to secure wealth transfer tax effectively grow.
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Monday, 23 December 2013 15:36
Real life case study: Jonathan Orchard of Old Mill Group
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Jonathan Orchard CFPCM helps a couple to see whether they can retire from running a business after health issues and instead spend their time on holidays and finding the husband's dream car.
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Insight & Analysis