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About 46 results for "cfpcm"

'Financial Planning gap message needs to be heard'

As part of his speech to conference in October, IFP CEO Steve Gazzard CFPCM talked about his concerns over the Financial Planning Gap that exists in the UK and how IFP is getting on the front foot to fight it, reports IFP communications director Sue ... Financial Planner Online, 3 weeks ago
My Business: Huw Jones CFPCM Financial Planner Online, 3 weeks ago

Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP

Parminder Bains CFPCM Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream ...
 Financial Planner Online3 weeks ago Real Life Case Study: Richard Watkins CFPCM of Close Brothers  Financial Planner Online3 weeks ago

My Business: By Ruth Sturkey CFPCM

Ruth Sturkey CFPCM Each month Financial Planner asks a leading Financial Planner to share best practice and discuss their company. Ruth Sturkey CFPCM
 tells how she built up IFP Accredited Firm Red House Consulting, 
a substantial boutique ...
 Financial Planner Online1 month ago My Business: By Julie Pipe CFPCM  Financial Planner Online1 month ago

Here is how you can save big money for your retirement

Ayush Bhargava Retirement planning is an inherent part of financial planning process. Although it is considered as very critical goal still most of the times people do not keep it on priority while saving. You may be a 25 year old professional ...
 Moneycontrol.com3 days ago Retirement and estate planning workshops coming up  Financial Planner Online3 weeks ago

George Kinder expands focus to target consumers

George Kinder is taking a new approach to spreading the word about Life Planning by targeting the consumer mass market in addition to advisers. Mr Kinder, whose work has brought him to London this month, has launched a website to run alongside ...
 Financial Planner Online4 days ago

Two CFP professionals become board directors

Two CFP professionals have been appointed to the board of an Accredited Financial Planning firm. Acumen Financial Planning has added Keith Mackie CFPCM and David Gow CFPCMto its board of directors. Mr Mackie, based between the Peterhead and ...
 Financial Planner Online5 days ago CFP professional launches online Financial Planning service  Financial Planner Online1 week ago Trio of CFP professionals take up new director roles at wealth firm  Financial Planner Online1 week ago Financial Planning group creates new online advice service  Financial Planner Online3 weeks ago

Westpac adviser moves on

Private Wealth Advisers has hired Ben Lavender as a private investment adviser. Lavender was previously a senior financial adviser with Westpac New Zealand and is an Authorised Financial Adviser (AFA), and Certified Financial Planner (CFPCM). He is ...
 Good Returns1 week ago New appointment: Ben Lavender  Scoop1 week ago

Financial Planners fear more pension change as General Election looms

The biggest changes to pensions in decades were announced last year in the budget. These were arguably the most significant financial story of 2014 and with many of the reforms taking effect in a matter of months, change is happening fast. But are ...
 Financial Planner Online3 weeks ago

George Kinder explains Lifeplanning with workshop for IFP members

In October, Leeds branch was privileged to be visited by Lifeplanning architect and master George Kinder CFP who was visiting the UK to run courses, reports branch chairman Murray McEwan CFPCM. The evening took the form of a mini workshop in ...
 Financial Planner Online3 weeks ago

'Taxes aren't quite as certain as death in this world'

"Nothing can be said to be certain in this world, except death and taxes " - or so goes the saying. Well, it took a different meaning when London branch welcomed Peter Legg of IHT Planning Matters in November, r eports Co-chairman Abraham Okusanya ...
 Financial Planner Online3 weeks ago
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