By Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF Here at Plan Works, we take our whole-of-market

By Kimberley Malin DipPFS Cert CII (MP) Investing in small, unlisted and higher-risk companies makes a VCT

By Kimberley Malin DipPFS Cert CII (MP) Have you ever watched Dragons’ Den, where entrepreneurs are seeking

By Kimberley Malin DipPFS Cert CII (MP) I am not entirely sure that people do fully understand

by Kimberley Malin DipPFS Cert CII (MP) Paraplanners now often pursue certifications and educational pathways that mirror

By Philip Reynolds Assumptions for investment growth can have a significant impact on a financial plan over

by Philip Reynolds The concept of safeguarded pension benefits was introduced as part of the Pension Schemes

By Kimberley Malin DipPFS Cert CII (MP) I really wanted to answer that question with a big

By Philip Reynolds To answer this question, we need to understand what the term ‘FIRE’ means. FIRE

By Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF A CIP is an essential part of a

by Kimberley Malin DipPFS Cert CII (MP) When I first started as Paraplanner, I thought that Paraplanners

by Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF The key to achieving a client’s objectives is

by Kimberley Malin DipPFS Cert CII (MP) There are a few rules in our regulated profession that

By Paula Butrynska Assessing a client’s risk profile – that is, their natural feelings about risk –

By Nathan Fryer Whilst there are many similarities between a Paraplanner and a Financial Planner, there are

By Kimberley Malin DipPFS Cert CII (MP) There are so many outsourced paraplanning firms out there, so

By Sian Davies Cole CFPᵀᴹ MCSI Chartered ALIBF I am sure you have heard about PROD, but

by Philip Reynolds A Financial Plan can be financially liberating for a client or can highlight areas