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 their company. This issue we talk to Tina Weeks from Serenity Financial Planning of Barnet, London.
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Tagged under #IFP #Financial Planning #Tina Weeks #Serenity Financial Planning of Barnet, London

Each month Financial Planner asks a leading professional to share best practice from their business and the story of how they - and their colleagues - built the company. Read more ...

Tagged under #IFP #Financial Planning #Richard Allum

Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing. Read more ...

Tagged under #Defaqto #Transact #Skandia #FCA #Financial Planning

Investors may be feeling refreshed after their summer holidays but can the same be said for their investments? Sally Hamilton reports.
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Tagged under #Financial Planner #Investments #Sally Hamilton #Investment Quorum #Royal London UK Opportunities Fund

Applying due diligence to finding the right platform is notoriously difficult. Will planners find the perfect panacea or a poison potion? Geoff Mills, of ratings company RSM, suggests some questions to ask.
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Tagged under #RSM #Geoff Mills

PLATFORMS have been making something of a comeback in the fashion world lately and in 2013 the investment world began giving its own particular models a makeover that is predicted to continue well into 2014.
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Tagged under #RDR #Platforms #Sally Hamilton

Good Financial Planning can be worth its weight in gold but how do you define the actual value of advice in the investment process, the so-called "Gamma" factor that adds extra performance to a portfolio through picking the right funds and avoiding investment mistakes such as excessive risk. Read more ...

Tagged under #Morningstar

Increased regulation and competition is spurring consolidation in the Sipp sector but what will the future hold? By Sally Hamilton. Read more ...

Tagged under #Sipps #FCA #Ssas #consolidation

David Gibson CFP^CM of Gibson Financial Planning helps a young couple to think and plan ahead for their future as they adjust to the arrival of family life after the birth of their son. Read more ...

Tagged under #Insurance #Tax #Financial Planning #David Gibson

Each month Financial Planner interviews leading planners, asking them to share best practice and the story of their firm's growth. This month we speak to Adrian Pickersgill CFP^CM from Chatfield Private Client in Birmingham. Read more ...

Tagged under #Financial Planning #Accredited Financial Planning Firms #Adrian Pickersgill #Chatfield Private Client