It seems a lot of firms are looking for new Paraplanners.
Financial advice has to do with delivering freedom into client lives rather than organizing financial structures and selling products. It’s about the client. Our Certified Financial Planning designation requires that we place the clients’ interests first, not our products or services. Too often what is called “financial advice” is really sales talk, all about the product – or occasionally, in our case, about spreadsheets and services.
A very warm welcome to our new website, Financial Planning Today - a service for all professional Financial Planners, Paraplanners, Wealth Managers and IFAs.
And so as the dust settles on April’s seismic changes to the pensions regime what can the Sipp market expect from a new Government and new Pensions Minister.
Showing my age, one of my all time favourite Motown songs is: “The world is like a great big onion” by Marvin Gaye and Tammi Terrell. I am reminded of this classic at every budget or autumn statement because our pensions world has been growing like an onion – with layer upon layer of complexity added almost every time the Chancellor gets to his feet.
Martin Bamford CFPCM of Informed Choice helps solve a family's estate planning conundrum.