Remembering the ‘why’ of financial protection

Often overlooked in favour of ‘sexier’ parts of the financial plan, such as investment strategies, protection is the unsung hero of financial planning. This is the safety net that helps deal with uncertain winds as our clients walk the tightrope of their cash flow and trapeze between their objectives. It is rightly a dull thing, […]

IFP Paraplanner Conference 2015 – NUTs about Paraplanning

It was a pleasure to be at the conference for the first time this year.  Now in its fifth year this is an excellent opportunity to network with other Paraplanners and learn new things.  The event is put together by the Institute of Financial Planning and combines a strong technical focus with practical skills sessions. This […]