Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more...Real life case study: Emotions run high for client couple
- Thursday, 23 June 2016
- Insight & Analysis
Matthew Aitchison CFPTM Chartered MCSI, managing director of Clear Vision Financial Planning, deals with the case of a family who wanted to boost their quality of life and time spent together.
Read more...Special Report: Staff writer James joins IFP course for new planners
- Friday, 21 February 2014
- Articles
Financial Planner magazine's new staff writer James Nadal was invited to the IFP's new Integrated Financial Planning workshop in London this month to gain an insight into the profession and its practices.
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Real life case study: Martin Bamford of Informed Choice
- Wednesday, 25 April 2012
- Comment
Martin Bamford CFPCM of Informed Choice helps solve a family's estate planning conundrum.
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