Thursday, 15 August 2013
Insight & Analysis
Tina Weeks of Serenity FP

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.
Read more ...
Tagged under #IFP #Financial Planning #Tina Weeks #Serenity Financial Planning of Barnet, London

Thursday, 15 August 2013
Insight & Analysis
Richard Allum CFPCM of The Paraplanners.
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

Thursday, 15 August 2013
Insight & Analysis
Writer Laura Dew
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

Thursday, 15 August 2013
Insight & Analysis
Which Direction Now? Investors may be feeling refreshed after their summer holidays but can the same be said for their investments?
Investors may be feeling refreshed after their summer holidays but can the same be said for their investments? Sally Hamilton reports.
Read more ...
Tagged under #Financial Planner #Investments #Sally Hamilton #Investment Quorum #Royal London UK Opportunities Fund

Thursday, 15 August 2013
Insight & Analysis
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.
Read more ...
Tagged under #RSM #Geoff Mills

Thursday, 15 August 2013
Insight & Analysis
Cover feature: Platforms are this year's model
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.
Read more ...
Tagged under #RDR #Platforms #Sally Hamilton

Tuesday, 23 July 2013
Insight & Analysis
Additional income amounts and gamma-equivalent alpha values. Source: Morningstar
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

Tuesday, 23 July 2013
Insight & Analysis
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

Tuesday, 23 July 2013
Insight & Analysis
David Gibson of Gibson Financial Planning
David Gibson CFPCM 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

Tuesday, 23 July 2013
Insight & Analysis
Adrian Pickersgill of Chatfield Private Client
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 CFPCM from Chatfield Private Client in Birmingham. Read more ...
Tagged under #Financial Planning #Accredited Financial Planning Firms #Adrian Pickersgill #Chatfield Private Client
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/