Ex-IFP President: See another adviser if you don't value cashflow model
- Monday, 08 August 2016
- Articles
A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.
Read more...Ex-IFP chief's fears over 'proper' cashflow modelling
- Tuesday, 12 April 2016
- Articles
A former IFP President has “grave concerns” about whether advisers are using cashflow modelling tools properly – but she is against FCA intervention.
Read more...Ex-IFP President Lord to guest at Prestwood roadshows
- Tuesday, 06 October 2015
- Articles
Former IFP President Julie Lord FIFP CFPCM, who recently became a director of Prestwood Software, is to be a special guest speaker at a series of Prestwood seminars. Read more...
Cumbrian coterie converges to consider clients' care and cash-flow conundrum
- Friday, 25 July 2014
- IFP Member News
In October 2013 I was considering the topics for the 2014 Lancashire & Cumbria branch meetings, writes branch chairman Paul Jones CFPCM.
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