My business: Carolyn Gowen of Bloomsbury
- Monday, 18 July 2016
- Insight & Analysis
Carolyn Gowen CFPTM Chartered FCSI reveals how she achieved her dream of a life in France while still managing to help run a Financial Planning business in England.
Read more...Planner aids engineer who lost job after oil price collapse
- Friday, 22 July 2016
- Insight & Analysis
Real life case study: Bill Saunders of Acumen Financial Planning
Financial Planner Bill Saunders CFPTM Chartered MCSI deals with the case of a Chartered Mechanical Engineer who lost his job when the oil price collapsed and was left with little prospect of finding a new job.
Read more...My Business: Gareth Rees of Epoch Wealth Management
- Monday, 27 June 2016
- Insight & Analysis
Gareth Rees CFPTM, Chartered MCSI partner at Accredited Financial Planning FirmTM Epoch Wealth Management, talks about how love played a part in setting him on the planning path.
Read more...Platforms: New battlefronts emerge from price war
- Monday, 27 June 2016
- Insight & Analysis
The lowest price may not always be the best deal and that’s just as true of the platform sector as it is of any other - but how important are the other platform selection criteria?
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