Veteran Financial Planner Jon Golding shares some tips about an overlooked opportunity for Financial Planners to do well by doing good. In a highly personal viewpoint, he suggests that an economy is only as strong as the quality of financial literacy and capability (FLC) of its people.  Read more ...

Tagged under #IFP #Technical Update #Jon Golding #FLC

Next year is set to be exciting but challenging for investors with a UK election, Eurozone troubles and the ending of global QE programmes. James Nadal asks some leading experts for their predictions. Read more ...

Tagged under #Martin Bamford #investment #Mark Dampier #Lee Robertson #Andy Brunner

The wrap and platform market has experienced considerable upheaval over the last 24 months following the Retail Distribution Review, the move to clean share classes and the price wars of 2014. But will the pressure continue into 2015 and, if not, what can we expect to see? Nicola Brittain reports. Read more ...

Tagged under #Platforms #FCA #Retail Distribution Review #sunset clause

The Sipp market will split into two, one of the leading sipp providers has predicted, while another believes platform Sipps will take the majority of business in future. Read more ...

Tagged under #Sipps #Financial Planner Magazine #Ssas #Mike Morrison #Xafinity #Greg Kingston #claire trott

Successful fund selection requires intensive research, so what resources do Financial Planners use to ensure their clients are provided with suitable portfolios? Nicola Brittain found out.
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Tagged under #Fund Research #Financial Planner Magazine #Funds #cover feature #FPM

A retired couple are concerned about their shrinking investment portfolio. They turn to Financial Planner Darren Lloyd Thomas CFP^CM for advice and guidance as they face an uncertain future.

 

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Tagged under #Investments #Darren Lloyd Thomas #Real life case study #Thomas and Thomas

Each month Financial Planner asks a leading planner to share best practice and how they built their firm. In this issue we talk to Dan Woodruff CFP^CM who set up Woodruff Financial Planning in 2003 in Colchester, Essex.

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Tagged under #My Business #Dan Woodruff #Woodruff Financial Planning

Each month Financial Planner asks a leading Financial Planner to share best practice and discuss their company. Ruth Sturkey CFP^CM tells how she built up IFP Accredited Firm Red House Consulting, 
a substantial boutique Financial Planning business.

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Tagged under #My Business #Ruth Sturkey #Red House Consulting

Each month Financial Planner interviews a leading Financial Planner or Paraplanner to ask them to share best practice from their business and the story of how they built their company. This issue we talk to Paraplanner Julie Pipe CFP^CM, co-owner of Argonaut PP.

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Tagged under #My Business #Julie Pipe #Argonaut PP

Each month we speak with a leading Financial Planner to ask them to share best practice and discuss their company. Damien Rylett, who is the new IFP events and conference committee chairman, reflects on how he went about moulding his firm Brunel Capital Partners.

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Tagged under #IFP #My Business #Damien Rylett #Brunel Capital Partners