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Assuming cashflow is required, the following results were found.

IFP Fellows Day to be held next Tuesday 18 June

their peers. Topics, which have been decided by Francis Klonowski FIFP CFPCM and Ian O'Connor FIFP CFPCM, include lifetime cashflow, financial independence and planners' fees. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile}...
2 in 3 Paraplanners are female and 46% earn over £30,000 a year

the IFP. Looking at the details of the role, the minority (21 per cent) are authorised and regulated by FCA. The use of cashflow modelling within their work was indicated by a large majority (82 per cent). Some 78 per cent work with three or fewer...
My Business: Jason Holmes of Lumen Financial Planning

annual turnover? JH: The team has grown and Lumen has become more focused on the areas that we are good at. At the start cashflow was critical so we took anything (within reason) but now we are trying to focus on a couple of niches. The journey has been...
My Business: Stephen Jones of Cooper Parry Wealth

values, goals, concerns and current financial position. Our Paraplanning team use this information to build a lifetime cashflow model which becomes the foundation of the financial plan we create for the client. FP: How has your team changed since you...
Real life case study: Ian Brookes of Critchleys Financial Planning

CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax. I originally met with Mr Miles five years before our...
Real life case study: John Rook of Kench & Co

Rook CFPCM of Kench & Co gives longstanding clients verious scenarios for their finances with the help of cashflow planning and enables them to see how they can change their lives. Mr & Mrs Smith were referred to me in 2008 by Mrs Smith's parents whom I...
Advisers missing out on cashflow modelling benefits

are failing to understand the benefits of cashflow modelling and how and where to use it within their businesses. Nick Cann, chief executive of the Institute of Financial Planning, made the observation based on his findings at roadshows he has been...
My Business: Jason McGuigan of Critchleys Financial Planning

90s that we started to get more interested in Financial Planning as a concept and become more involved in planning and cashflow modelling. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} FP: How has your team and company...
Real life case study: Jason Holmes of Lumen Financial Planning

with this pension money. We met a number of times over that first year and based on her income needs we completed some cashflow scenarios. As we had suspected, Jane had more than enough money and it was clear she would not need to draw on the Trust...
Thames Valley looks at success in a low interest rate environment

a dynamic discussion evolved, picking up on the intertwined themes of investment return expectation and Financial Planning cashflow assumptions. The meeting concluded with branch chair Mark Cherrill thanking Hasley for its upcoming sponsorship of the...
Architas outlines guidelines for advisers on capacity for loss

as the two are distinct issues. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} It suggested cashflow planning would be a good way of demonstrating the effect of losses to consumers and that non-financial issues such as...
My Business: Alan Dick of FortyTwo Wealth Management

completely agnostic whether it's active or passive. One excellent firm told me they hadn't applied because they "don't do cashflow forecasting". Knowing the firm in question I was shocked by this statement and it turned out that they use their own...
Accountancy and financial services SMEs optimistic about 2013

nine in 10 said the current economic climate is their main concern. This was followed by red tape and regulation with 50%, cashflow (24%) and rising energy costs (16%). The study also found that just 14% felt sales and orders would fall in 2013 although...
Cover feature: Wrap and platform survey

liquidity in clients' accounts. He continued: "Our RDR preparations allow for the full range of options to help manage the cashflow. This includes the ability to set upregulated, automated sub orders to encash units to cover the charges as and when they...
Real life case study: Kusal Ariyawansa of Appleton Gerrard

creation. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} Insurance and shareholding issues Cashflow modelling highlighted the fact that while his original plan was partly achieved, the vulnerabilities outweighed any sense...
My Business: Keri Carter of Broadway Financial Planning

offer a comprehensive Financial Planning service to all of our clients and believe that without providing a full lifetime cashflow and following the six-step process, we cannot truly provide our clients with the service they need. Our initial planning...
Delegates attend workshop on the practicalities of Financial Planning

Management and Paul Armson from Inspiring Advisers. They will be speaking about the journey to true Financial Planning, cashflow planning, risk modeling and how to create profitable Financial Planning relationships. The day will be followed by an...
RDR-implementation will challenge firms in 2013 warns Ernst & Young

of 2013. Factors affecting the changes included the advice sales process, firms' financial model, advisers' attitudes and cashflow. {loadposition user6} Adviser and client attitudes will play a big part at the start of 2013 if the adviser believes they...
Real life case study: Dan Woodruff of Woodruff Financial Planning

while Nigel was a cautious investor. {loadposition user6} The next step was to take all this data and to undertake a cashflow analysis of each director's situation. We used their current and future spending patterns to assess the likely changes to their...
Scottish Conference 2012 ends a busy year for IFP events

include Robert Lockie FIFP, CFPCM on Assumptions in Financial Planning, new IFP board member Richard Allum CFPCM on cashflow modelling, Kim Bendall CFPCM on Paraplanning and Paul Armson on making sure clients "GET" Financial Planning. {loadposition...

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