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National advice group eyes 9 takeovers this year
Financial advice group Succession has revealed it is looking to take over another nine businesses this year after completing its latest for £5.3m.
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Succession gains full DFM permission from FCA
The FCA has granted full discretionary fund management permission to Succession Group, the company announced this morning.
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Financial Planning tool for iPhones launched by Voyant
A touch-screen Financial Planning tool designed to be used on iPhones has been launched by Voyant UK.
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Bank holds base rate at 0.5% despite rise threat
The Bank of England's Money Policy Committee voted 8-1 today to keep its Bank Rate unchanged today at half a per cent despite some experts saying a rise may be on the way.
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AXA Wealth launches LifePlanning toolkit
AXA Wealth has unveiled a new online ‘LifePlanning’ toolkit for advisers to use with clients to give them a “clearer view” of their financial well-being.
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Paraplanning apprenticeship has 'host of practical problems'
A new Paraplanner apprenticeship backed by the Government will be a no go for many employers, the chief executive of a Paraplanning firm has warned.
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Welcome to our new daily news service for Financial Planners
A very warm welcome to our new website, Financial Planning Today - a service for all professional Financial Planners, Paraplanners, Wealth Managers and IFAs.
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More London Paraplanner Powwows set to come
A fourth London Paraplanners Powwow is in the offing, organisers say, as advisers were told they could learn a lot from the rapidly expanding movement.
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Real Life Case Study: Richard Watkins CFPCM of Close Brothers
Richard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?
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Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP
Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant...
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My Business: By Julie Pipe CFPCM
Each month Financial Planner interviews a leading Financial Planner or Paraplanner to ask them to share best practice from their business and the story of how they built their company. This issue we talk to Paraplanner Julie Pipe CFPCM, co-owner of...
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Aviva strikes deal worth £5.6bn to take over Friends Life
Aviva has struck a deal worth about £5.6bn to take over Friends Life, creating one of the UK's largest financial providers and asset managers.
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Paraplanners to assemble for latest Powwow in London
Paraplanners will come in from the cold today (Thursday 13 Nov), leaving their teepees to one side for a more conventional venue as they meet for the latest in a series of increasingly popular conferences.
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Real Life Case Study: Darren Lloyd Thomas CFPCM
A retired couple are concerned about their shrinking investment portfolio. They turn to Financial Planner Darren Lloyd Thomas CFPCM for advice and guidance as they face an uncertain future.
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Full interview: Life Planning founder George Kinder
Life Planning has become a popular style of Financial Planning among UK planners over the last few years. Our sister magazine Financial Planner recently interviewed the US-based founding father of Life Planning George Kinder to ask him about how the...
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Cumbrian coterie converges to consider clients' care and cash-flow conundrum
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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Real life case study: Gemma Davies of Uniq Family Wealth
Divorce is regarded as a significant life event, often considered on a par with bereavement, both from an emotional point of view and in terms of planning for a future without any financial burden. In this latest case study for Financial Planner...
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Feature: How tech is driving Financial Planning efficiency
Financial Planning has traditionally been a people-focused profession but technology is transforming the way that planners engage with clients. Nicola Brittain asked planners to share their views on the future and their tips in the July edition cover...
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Comprehensive conclusions for Cotswold collective
Cotswold branch welcomed Damien Rylett from Brunel Capital Partners which Damien set up with colleagues in 2011 to provide lifestyle Financial Planning, writes branch chairman Diane Weitz CFPCM.
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Real life case study: Mark Brownridge of Mazars
Case overview Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
Assuming cashflow is required, the following results were found.
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