Predicting the future without a reliable crystal ball is an onerous task but the consensus among Financial Planners is that the industry will undergo huge change over the next decade, writes Nicola Brittain.
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they - and their colleagues - built the company. This issue we talk to Kevin Deamer CFPCM of KMD who recently received the prestigious IFP David Norton Award on behalf of his company.
Michael Smith CFPCM of Chamberlyns helps an IT entrepreneur cope with a new business challenge and a complex set of personal finances that need to be moved on to the right track.
Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
Finding new ways to service the mass market with affordable Financial Planning has been an aspiration in the US and the UK. Sheryl Garrett CFP® is one of the pioneers of a new us model aiming to reach the mass affluent.
Damien Rylett of Brunel Capital Partners helps a widow beset by tragedy come to terms with her change in circumstances and get a handle on her complicated finances as she rebuilds her life.
Pete Matthew CFPCM, managing director, Jacksons Wealth Management, helps a divorcee fearing the future to begin to see she is better off than she thinks and a decent retirement is achievable.
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