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.
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Wednesday, 27 February 2013 14:28
My Business: Jason McGuigan of Critchleys 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 and the story of how they and their colleagues built their company. This issue we speak to Jason McGuigan CFPCM of Critchleys Financial Planning.
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Wednesday, 27 February 2013 14:15
Real life case study: Jason Holmes of Lumen Financial Planning
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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.
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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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Doctors do it, dentists do it, even lawyers do it, so why doesn't everyone do it and put property into a pension? Sally Hamilton looks at the pros and cons of investing in commercial property via a Sipp and the sector's latest developments.
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Each month Financial Planner questions a leading figure in Financial Planning. This month we speak to Noel Maye, chief executive of the global Financial Planning Standards Board.
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The Financial Services Authority recently released its consultation paper on Sipps which may have major consequences for providers' capital adequacy requirements.
The minimum amount firms are required to hold would increase from £5,000 to £20,000 and could be even higher for firms which hold "risky" assets.
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Now the RDR has arrived, many Financial Planners may be thinking about value-added services for their clients. George Kinder of The Kinder Institute explains what his Life Planning approach offers.
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Tuesday, 29 January 2013 14:32
Real life case study: Darren Lloyd Thomas of Thomas and Thomas
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Thomas and Thomas' Darren Lloyd Thomas CFPCM reflects on a couple approaching retirement who had a lack of organisation and needed a "second opinion" on their finances.
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More...
Consistent investment returns and carefully balanced portfolios are usually at the heart of a solid Financial Plan but how will markets fare in 2013 and beyond? Laura Dew asks the experts for their views.
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In this edition of Technical Update Harry Kerr of Avalon Investment takes a look at the rise of the Discretionary Fund Managers (DFMs) in the run up to the Retail Distribution Review and explores the benefits of using a wrap platform.
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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 issue we talk to IFP Vice-President Alan Dick CFPCM of FortyTwo Wealth Management in Glasgow.
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Monday, 07 January 2013 11:44
Real life case study: Matthew Howard of Guardian Wealth Management
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Matthew Howard of Guardian Wealth Management reflects on a case involving a wealthy international client whose poorly-performing investment portfolio undermined his long-term goals.
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