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Welsh rugby legend in audience at IFP event
There was a distinct sporting theme to the South Wales branch meeting in March, with two notable Welsh Rugby professionals in tow, reports Gemma Davies CFPCM.
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Average Paraplanner earns £30k-£35k a year
A survey of Paraplanner remuneration carried out by the IFP for the annual IFP Paraplanner Conference has found that one in three Paraplanners earns between £30,000 and £30,499 per annum.
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Accredited Financial Planning survey was 'valuable'
During February and March the IFP conducted its first benchmarking survey of Accredited Financial Planning FirmsTM.
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Prestwood unveils cloud-based Financial Planning modelling
Software provider Prestwood has today launched its first cloud-based Financial Planning service as its founder Paul Etheridge hailed recent government pension reforms as "the best thing since sliced bread."
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IFP Accredited Firms look after £6.5bn of client assets - survey
The Institute of Financial Planning has released full details of the 'Benchmark' assessment of Accredited Financial Planning FirmsTM carried out in conjunction with management consultancy The Phil Billingham Partnership (PBP).
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IFP corporate member profile: Prestwood® Software
Prestwood® Software provides the leading UK Cashflow Modelling tool for Financial Planners, and has for almost thirty years. Our software is designed by Financial Planners, for Financial Planners.
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Budget 2014: Major changes will spur need for Financial Planning
The Institute of Financial Planning says that the "momentous" changes announced in the Budget will mean a greater need for sound Financial Planning to ensure consumers avoid making potentially disastrous decisions.
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Key IFP dates coming soon
Financial Planning day The Financial Planning day on Wednesday 30 April in the Midlands will focus purely on key elements of the Financial Planning process including cashflow planning, the Financial Planning proposition, assumptions, the Financial...
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Thesis ups bias towards value style investing as sentiment improves
Thesis Asset Management has increased its exposure to value-style investing across its Optima range of portfolios as the market outlook continues to improve.
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Wealth firm: splash cash now to soften inheritance tax blow
Households with £1m or more in assets should spend some of their money now to avoid being severely hit by inheritance tax, a wealth adviser firm says.
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Growing South Wales Branch enjoys tips and insights from leading 'dragons'
The rapidly growing South Wales IFP Branch enjoyed a wide range of speakers at its last meeting of 2013, held in November.
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Real life case study: Pete Matthew of Jacksons Wealth Management aids an abused spouse
Pete Matthew CFPCM, managing director, Jacksons Wealth Management, helps a divorcee fearing the future to begin to see she is better off than she thinks and a decent retirement is achievable.
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Real life case study: Damien Rylett helps a widow beset by tragedy
Damien Rylett of Brunel Capital Partners helps a widow beset by tragedy come to terms with her change in circumstances and get a handle on her complicated finances as she rebuilds her life.
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My Business: Tina Weeks of Serenity FP
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Tina Weeks from Serenity Financial Planning of Barnet,...
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Real life case study: Ian Thomas of Pilot Financial Planning
Ian Thomas CFPCM helps a successful young couple, who run a growing business, to put their financial house back into balance and plan ahead for their young family and life tomorrow.
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Real life case study: Jonathan Orchard of Old Mill Group
Jonathan Orchard CFPCM helps a couple to see whether they can retire from running a business after health issues and instead spend their time on holidays and finding the husband's dream car.
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Financial Planner 'free' surgeries proving a hit with public
Free Financial Plannng surgeries for the public, a key part of Financial Planning Week 2013, are proving a hit, says the IFP.
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More cash = more holidays for most Britons
Britons would spend more money on holidays above other luxuries if they had additional discretionary spending, according to research by wealth adviser Towry.
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IFP's Gazzard outlines 2014 focus and 2013 achievements
IFP interim chief executive Steve Gazzard says the IFP will focus in 2014 on spreading pride in Financial Planning and growing the organisation.
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Image gallery from last week's 2013 Paraplanner Powwow
Organisers of last week's first ever Paraplanners' Powwow - an event held in teepees - have released images showing some of the highlights from the event.