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About 12 results for "cfpcm"

My Business: Dan Woodruff CFPCM

Dan Woodruff CFPCM Each month Financial Planner asks a leading planner to share best practice and how they built their firm. In this issue we talk to Dan Woodruff CFPCM who set up Woodruff Financial Planning in 2003 in Colchester, Essex. ... Financial Planner Online, 1 month ago

Real Life Case Study: Darren Lloyd Thomas CFPCM

A retired couple are concerned about their shrinking investment portfolio. They turn to Financial Planner Darren Lloyd Thomas CFPCM for advice and guidance as they face an uncertain future. Case Study Brief I was contacted recently by a retired ...
 Financial Planner Online1 month ago

Countdown to Celtic Manor: IFP Conference highlights in focus

The biggest Financial Planning event in the UK is just a week away, with hundreds of delegates expected at Celtic Manor. The IFP annual conference begins next Monday, with three days of expert speakers, debate, networking and the gala awards ...
 Financial Planner Online2 days ago Financial Planning world comes together at Celtic Manor  Financial Planner Online5 days ago Financial Planner affirms estate expertise with distinction  Financial Planner Online3 weeks ago Call to make 'Financial Planner' a protected title  Financial Planner Online1 month ago

'Shaken up' IFP conference to deliver value for money

An improved and "shaken up" IFP annual conference is aimed at making sure guests get better value for their time and money, an organiser has said ahead of the event, which takes place in just a few weeks. The biggest Financial Planning event in ...
 Financial Planner Online1 week ago

Tributes to trailblazer adviser who was like 'iPod in tape deck era'

Tributes have been paid to a trailblazing adviser who "had a burning desire to change the image of his industry" after he passed away. Darren Lloyd Thomas CFPCM has spoken glowingly of his mentor Byron Roberts, who died following a battle with ...
 Financial Planner Online3 weeks ago

Six candidates vying for three IFP board positions

Six CFP CM professionals are hoping to win the vote of their fellow Financial Planners as they vie for three places to become directors on the IFP board. An election is underway to decide which of the runners and riders will take on the role for ...
 Financial Planner Online1 month ago

IFP records a loss despite membership growth

The Institute of Financial Planning has reported a £17,589 loss before tax the first time in four years it has not made a profit. The loss for the not for profit IFP came despite a rise in membership, with the total growing to 2,046. The IFP ...
 Financial Planner Online1 month ago

IFP helps 95% of members to improve Financial Planning skills

Some 95% of those who took part in the IFP survey in June and July said this was true for them, while 77% of reported that it had improved their job satisfaction. The IFP said on its website: "With the majority of respondents also telling us that ...
 Financial Planner Online1 month ago

Financial Planning firm hosts events to mark its 20th 'birthday'

A Financial Planning firm have been celebrating a major milestone with a variety of events. Staff at Informed Choice, the Financial Planners in Surrey, have been marking the company's 20th 'birthday'. The firm was established in July 1994 by ...
 Financial Planner Online1 month ago
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