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First Paraplanner Powwow gets under way in giant teepees

The first ever Paraplanner Powwow – billed as an 'unconference' for Paraplanners – has got under way today (19 Sept) in Northamptonshire under giant teepees.
Paraplanners 'excited' about first Paraplanner Powwow

The countdown has started to the first ever Paraplanner Powwow which will take place in Northamptonshire on 19 September under giant teepees.
Rowanmoor finds increased adviser activity post-RDR

SSAS provider Rowanmoor has found over half of advisers agree the RDR has increased adviser activity.
Full schedule revealed for Paraplanner Powwow

Paraplanner Richard Allum has announced the full schedule for this year's first Paraplanner Powwow.
Real life case study: Nicola Coates of Turcan Connell

Nicola Coates CFPCM from Turcan Connell advises a middle-aged couple on the tax planning and investment options open to them on the death of the husband's father. It's a bequest that requires careful handling.
Leeds members learns about Paraplanning skills

In June, Leeds branch held a fascinating meeting entitled: "A day in the life of a Paraplanner", reports branch chairman Murray McEwan CFPCM.
Technical Update: Investment advice Gamma

Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding...
Real life case study: David Gibson of Gibson Financial Planning

David Gibson CFPCM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son.
My Business: Adrian Pickersgill of Chatfield Private Client

Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFPCM from Chatfield Private Client in Birmingham.
Perspective plans AIM flotation to raise £28m

Financial advisory group Perspective Financial Group has announced its intention to float on the Alternative Investment Market to raise £28m.
Scotland branch members welcome expert speakers to share their insight

Scotland Branch was fortunate to welcome two excellent speakers in April, reports branch chairman Nicola Coates CFPCM.
Record attendance at South West branch

A record attendance for the South West Branch (at least under my chairmanship) of 20 members gathered in Exeter in May to hear two excellent, practical sessions, as well as to share stories and best practice with each other, reports chairman Pete...
IFP corporate member profile: Novia

Novia hits £2bn of AUA and offers a true independent wrap alternative.
My Business: James Harvey of James Harvey Associates

Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they built their company. This issue we talk to James Harvey CFPCM of James Harvey Associates.
Real life case study: Julie Lord of Bluefin

Julie Lord FIFP CFPCM looks after an elderly widowed client who always left the finances to her husband and now needs help understanding how she can spend the money to help her family.
IFP Fellows meeting for exclusive conference

Some of the UK's most respected Financial Planners are meeting today (18 June) for the annual Institute of Financial Planning Fellows' Day.
LEBC launches guide to help with care fees planning

Advisory group LEBC has developed a bespoke 'Care Fees Planning' service to help people looking for long-term care.
IFP Fellows Day to be held next Tuesday 18 June

There is one week to go until some of the UK's most respected Financial Planners meet for the Institute of Financial Planning Fellows' Day.
2 in 3 Paraplanners are female and 46% earn over £30,000 a year

Two in three Paraplanners are female and 46 per cent earn £30,000 a year or more, according to a survey by the IFP of the sector to coincide with today's third annual IFP Paraplanning Conference.
My Business: Jason Holmes of Lumen Financial Planning

Each month Financial Planner questions a leading Financial Planner to ask them to share best practice from their businesses and the story of how they and their colleagues built their company. This month we talk to Jason Holmes CFPCM from Lumen Financial...

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