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We created this CPD log for a client and thought rather than charging them to build it,

Further to my youtube video about making Zoom more secure, I have made the attached document which

This is a really quick video to help you make your Zoom calls more secure. I don’t

A financial planner and I have created the attached spreadsheet which may help some of your clients

Cost Whilst the regulator concentrates on getting value for our clients, what we seem to forget is

IFA Life Calculator Click on the link above and it should upload a spreadsheet

Nicki Hinton-Jones, CFA Tel 07920 153041 XPM EIS Due Diligence Package (002) www.xpminvestmentconsulting.com

Trading Cost Anomalies Trading Cost Anomalies   Over the past few days people have highlighted the vast

Today I have produced some new charts to coincide with CP 17/16 regarding advising on pension transfers.

Active Vs Passive A week or so ago an adviser asked me to write to a client

Artificial poppies were first sold in Britain in 1921 to raise money for the Earl Haig Fund

This year, I entered the CISI paraplanner of the year competition, unfortunately I did not make the

Ethical Questionaire

Pound cost Ravaging charts

As part of the “paraplanning giving back” initiative born by Dan Atkinson, I thought I would jot

Plan Works has designed and developed a simple drawdown tool using Excel.  The video below details its

A client of ours recently had one of our reports reviewed by their outsourced compliance service.  The

Having met and worked with a number of adviser firms, I often get asked how other advisers