The Lancashire and Cumbria June branch meeting was kindly sponsored by Pictet. The presentation from their UK North sales manager Paul Bowen gave an insight into 'global megatrends' and how the impact of these shapes Pictet's investment strategy. Read more ...
The 2012 Fellows' Day took place near Evesham on 18 June, chaired by former IFP President Jane Wheeler FIFP CFPCM. There are currently 73 Fellows who have met the standards to reach the pinnacle of the profession. Read more ...
The IFP has been interested to see the development of the VouchedFor online search tool, the first website to let users find, rate and review Financial Planners and Advisers. Read more ...
The May meeting of the Chester and North Wales Branch was a very informative session on the uses and benefits of social media and networking. The presenter was David Rowley of GHC Capital Markets and New Adviser Coach. Read more ...
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. Read more ...
The East Midlands Branch meeting in May was held yet again at the Carriage Hall in Nottingham, reports Branch Chairman Gini Bolton CFPCM of Fiscal Engineers. Read more ...
In May, Northern Ireland branch members welcomed David Ferguson, chief executive of platform Nucleus, speaking on: "It's your proposition now - managing your supply chain". Read more ...
Following the success of the Financial Planning Day earlier this year, a similar event will take place in Edinburgh on Monday 19 November, the day before this year's IFP Scottish Conference. Read more ...
'Inspiring Trust' - IFP Conference, 1-3 October, Celtic Manor, South Wales. The conference programme offers a mix of sessions making it a great opportunity to pick up almost 10 hours of structured CPD, some of which will be gap-filling.
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At Close Brothers we see lots of reasons to get excited about working with IFP members. Read more ...
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