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Assuming cashflow is required, the following results were found.

My Business: Stephen Jones of Cooper Parry Wealth

Stephen Jones of Cooper Parry, the firm which won the 2012 IFP David Norton 'Building Excellence' award, this months shares his best practice and talks about the value of the award to his firm.
Real life case study: Ian Brookes of Critchleys Financial Planning

Ian Brookes 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.
Real life case study: John Rook of Kench & Co

John 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.
Advisers missing out on cashflow modelling benefits

Advisers are failing to understand the benefits of cashflow modelling and how and where to use it within their businesses.
My Business: Jason McGuigan of Critchleys Financial Planning

Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we speak to Jason McGuigan CFPCM of...
Real life case study: Jason Holmes of Lumen Financial Planning

Jason Holmes CFPCM of Lumen Financial Planning faced a twin-pronged challenge after a business owner's death, how to negotiate with the owner's widow and the remaining directors in the firm.
Thames Valley looks at success in a low interest rate environment

Thames Valley branch members were treated to an analysis of successful investment strategies for a low interest rate environment by Alastair George of Hasley Investment Management LLP.
Architas outlines guidelines for advisers on capacity for loss

Architas has urged advisers to check their capacity for loss measures and how they communicate these with their clients.
My Business: Alan Dick of FortyTwo Wealth Management

Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business. This issue we talk to IFP Vice-President Alan Dick CFPCM of FortyTwo Wealth Management in Glasgow.
Accountancy and financial services SMEs optimistic about 2013

Prospects for financial service and accountancy SMEs in the new year were given a boost today after a study of the sector found that more than half expect growth in 2013.
Cover feature: Wrap and platform survey

With RDR imminent how ready is the platform market for the changes it will bring? Rob Kingsbury spoke to platform providers and Financial Planners about the issues they see affecting the market in the future.
Real life case study: Kusal Ariyawansa of Appleton Gerrard

Kusal Ariyawansa CFPCM reflects on a case involving a business owner who was initially reluctant to take advice and how he convinced him of the benefits to be gained from a Financial Planning approach.
My Business: Keri Carter of Broadway Financial Planning

Each month Financial Planner interviews a leading Financial Planner to ask them to share their best practice secrets from their business. This month we talk to Keri Carter CFPCM of Broadway Financial Planning in the Cotswolds.
Delegates attend workshop on the practicalities of Financial Planning

Almost 50 Financial Planners and Institute of Financial Planning members are attending a practical workshop in Edinburgh today ahead of the Scottish Conference.
RDR-implementation will challenge firms in 2013 warns Ernst & Young

Malcolm Kerr, executive director at Ernst & Young, has said the transition to RDR will be very challenging for firms and providers in 2013.
Real life case study: Dan Woodruff of Woodruff Financial Planning

Dan Woodruff CFPCM reflects on a business development case which saw two owners enquire about the worth of their business prior to selling it to the highest bidder.
Scottish Conference 2012 ends a busy year for IFP events

Planning at IFP HQ is well under way for the 2013 programme of events. The IFP's final event of the year takes place on 19 and 20 November when leading Financial Planners from all over Scotland and the North will gather in Edinburgh for the popular...
Surrey branch looks at how members can add value to client relationships

At their last meeting before the summer break, the Surrey branch welcomed faces new and old (in terms of a long history of attendance - no comment on their years on earth!), reports branch chairwoman Claire Menni.
Real life case study: Parminder Bains of PSB Wealth Management

Financial Planner Parminder Bains CFPCM helps a wealthy and successful couple with substantial assets cope with redundancy and tries to give them greater control over their retirement plans.
My Business: Ian O'Connor

Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice ideas from their business and the story of how they and their colleagues built their company. This issue we talk to Ian O'Connor of Astute...

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