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Using a SSAS to help a business move forward
Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.
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Julie Lord: Making Financial Planning valued
I have a dream...Actually I genuinely do still have a dream.
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CISI Conference: From marine biology to Paraplanning
A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.
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Conference: Centralised retirement propositions explained
Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.
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Why cashflow modelling is essential for Financial Planners
Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.
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Making technology work for Financial Planners
Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.
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Advisers reveal infrastructure exposure rise in client portfolios
The most significant asset allocation change to client portfolios over the last 12 months has been rising exposure to infrastructure and alternatives, according to a study conducted among 200 intermediaries.
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Nicola Watts: The power of Financial Planning
A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.
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Chloe Moran: Daily stresses of a Paraplanner
Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known.
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Julie Lord: It's time to make your own financial plan
Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning...
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Chartered Financial Planners honoured at awards
Chartered Financial Planners at The RU Group achieved recognition by the Nottingham Chartered Insurance Institute (CII) at its annual gala dinner.
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Julie Lord: Good Financial Planning's enemy is bad spending
When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.
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Chloe Moran: My top Financial Planning wishes for 2019
As 2018 comes to a close and we look back over 2018 and the progress that has been made in the Financial Planning industry, now is a good time to think about what change we want to see in 2019.
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Chartered Financial Planner heads up new Aberdeen office
Wealth manager Charles Stanley has strengthened its presence in Scotland with the opening of a new office in Aberdeen, which will be headed up by a Chartered Financial Planner.
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Cashflow modelling should be a ‘guide in uncertain world’
Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”
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Financial Planning firm gains sought-after CISI accreditation
The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.
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Cashflow software firm doubles user numbers to 10,000
CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 10,000 registered account holders - doubling numbers in 18 months.
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Mark Harman: Financial Planners must look at the bigger picture
Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future. As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money...
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Chartered Planner celebrates 10 years and reveals top tips
The managing director of a Chartered Financial Planner in Cheshire is celebrating 10 years in business and revealed her top tips for building a business and looking after clients.
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Warren Shute: How Planners can communicate better
After celebrating 23 years in Financial Planning this year, I realise there are some clients who you just get along with, you hit it off on day one and as far as you’re concerned, life is good. However, I am sure there are others who you struggle to...
Assuming cashflow is required, the following results were found.
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