It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.
We are approaching the anniversary of the merger of the IFP and CISI so it is a good opportunity to reflect.
Cashflow modelling is extremely useful, but not essential to good Financial Planning. I’m in great agreement with Financial Planner Martin Bamford here.
I’ve been watching the results of the Financial Planning Today survey as to whether or not the Planning community feel that cashflow planning is essential to a Financial Plan.
As the great cashflow modelling debate continues, following the recent Financial Planning Today poll, Steve Martin CFPTM Chartered MCSI, gives readers his perspective on why it is essential.
The debate on the value of Cashflow Modelling as part of ‘true’ Financial Planning has become a heated one, as we’ve discovered on Financial Planning Today.
Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.
One of the biggest topics of discussion within the Paraplanning community has been the idea of a Paraplanning Standard.
The George Kinder Column
My new book, due out in the spring, is about a golden civilization. A civilization that thrives with freedom for all, for hundreds, if not thousands of years.
Just over a month ago the country voted in the EU referendum - 72.2% of us at least. The result was that slightly more of us wanted out of the EU than wanted to remain.
More...
As I write this, I wonder if I’m about to embark on an article regarding a delicate subject.
A lot of nonsense has already been written about Brexit today. I don’t plan to add to it.
I’ve recently been reading Chris Budd’s excellent book about financial wellbeing (www.financialwell-being.co.uk). His key principle is ‘know thy self’ which means understanding what’s really important to you. To me, it makes sense that the way you invest money should reflect your values.
It seems a lot of firms are looking for new Paraplanners.