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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

by Nathan Fryer Cash flow modelling is a key part of financial planning however who are we

by Philip Reynolds Before joining the profession, I must admit that I underestimated the extent to which

by Sian Davies Cole The most important part of the Paraplanner role is to be able to

by Philip Reynolds The “Power of Three” is a well-known structure used in marketing. However, what I

by Sian Davies Cole CFPᵀᴹ MCSI Chartered ALIBF Working as an outsourced paraplanner means that I get

by Kimberley Malin It could be said that the trust built within the client – Financial Planner

by Sian Davies Cole In this Consumer Duty age, we are having to actively think more about

By Nathan Fryer   On the 12th December 2023 the FCA wrote to investment platforms and SIPP

By Paula Butrynska We all know that we need to review a client’s workplace pension if providing

It is important to understand that investing money in stocks, shares and bonds can mean that the