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Assuming cashflow is required, the following results were found.

More than 100 delegates attend IFP Paraplanner conference

The IFP's second Paraplanner conference in May welcomed over 100 delegates who enjoyed a first class programme of speakers and excellent networking among their peers.
IFP Sponsor Profile: Close Brothers Asset Management

At Close Brothers we see lots of reasons to get excited about working with IFP members.
Real life case study: Mark Brownridge of Mazars

Mark Brownridge CFPCM of Mazars Financial Planning helps two affluent teachers avoid some retirement pitfalls and plan ahead for later life, while making the most of their investment and tax planning opportunities.
My Business: Sylvia Bentham

Each month Financial Planner interviews a leading Financial Planner to ask them to share their best practice from their business and the story of how they and their colleagues built their company. This month we speak to Sylvia Bentham CFPCM of 1st...
Planning tech firm Voyant reports 520 firms on board after 3 years

Financial planning technology specialist Voyant UK has reported record growth as it marks its third anniversary with record growth.
Cashflow modelling-IFP President impresses

IFP President Marlene Shalton FIFP, CFPCM was warmly welcomed to speak at the Bristol branch March meeting.
Technical Update: Income Investing

In this edition of Technical Update we look at what makes a good income investment and how Financial Planners can maximise returns in a difficult climate. Problems in the Eurozone mean typically favoured investments, such as gilts, have fallen to their...
Real life case study: Stephen Jones of 75point3

Stephen Jones CFPCM helps a recently widowed, high-achieving academic cope with the personal loss she has suffered and begins to plan ahead for her financial future.
My Business: Chris Bowmer

Each month Financial Planner asks a leading Financial Planner to share his or her best practice from their business and tell the story of their company. This issue we talk to Chris Bowmer CFPCM of Accredited Financial Planning Firm Fortitude Financial...
One day until Paraplanner Conference takes place in Nottingham

Paraplanners will be heading to Nottingham tomorrow for the Institute of Financial Planning’s second annual Paraplanner conference.
Only limited places available for IFP's Paraplanner conference

The IFP says there are now only a limited number of places available for its exclusive Paraplanner Conference on 24 May.
Real life case study: Martin Bamford of Informed Choice

Martin Bamford CFPCM of Informed Choice helps solve a family's estate planning conundrum.
My Business: Chris Jordan

Chris Jordan CFPCM of Heron House Financial Management is proud to be a part of a growing IFP Accredited Financial Planning FirmTM. Here he shares some ideas on best practice and business growth.
Surrey IFP branch members learn more about business growth and cashflow

The second Surrey branch meeting of the year took place on 28 February in Guildford. Delegates enjoyed two sessions, the first on the topics of business growth and questions to ask a private banking partner and second on maximising the value of...
Aberdeen Asset Management holds Adviser Intelligence session in London

Aberdeen Asset Management held its third Adviser Intelligence session, in association with the Institute of Financial Planning, in London on 29 March.
My Business: Ben Westaway

Each month Financial Planner will be interviewing a leading planner to ask him or her to share best practice from their business. This month we talk to Ben Westaway CFPCM of Jessop Financial Planning in Sheffield.
Kent & Sussex branch concentrates on personal development

In January, the IFP’s Kent & Sussex Branch enjoyed a presentation from John Dashfield of Dashfield Coaching and Development entitled 'How to get far more done with far less stress'.
Prestwood offers workshops to maximise business with entrepreneurs

Prestwood Software is holding a series of masterclasses for Financial Planners on how to use key ratios to find business clients.
Real life case study: Justin King of MFP Wealth Management

Retired couple Michael, aged 76, and Margaret, 74 from Dorset approached me due to concerns about their shortfall in income coupled with an increase in living expenses. They had saved all their lives and were quite cautious by nature, so to see their...
My Business: David Crozier

Each month Financial Planner will be interviewing a leading Financial Planner to ask him or her to share best practice. This month we talk to David Crozier CFPCM of Navigator Financial Planning.

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