Tag Archives: financial planner

Why widows fire Financial Planners

Category 12/08/2011 by Martin Bamford

A contact on Twitter highlighted an article in a US publication explaining why wives don’t tend to fire Financial Planners, but widows do.

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Introducing Ian Lovelace

Category 22/03/2010 by Martin Bamford

We are pleased to introduce Ian Lovelace, who has joined the Informed Choice team from Foster Denovo as a Financial Planner. Ian has been an IFA since 1998 working predominantly with individual clients.

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Integrity, honesty and sincerity

Category 21/01/2010 by Nick Bamford

Any one dealing with a Financial Planner will expect them to behave with integrity and honesty. That must surely be a given. I guess they would also want their Financial Planner to be sincere.

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Introducing Len Armstrong

Category 05/01/2010 by Martin Bamford

We are pleased to welcome our latest Financial Planner, Len Armstrong, to the Informed Choice team. Len becomes our eighth Financial Planner as we continue to recruit professional advisers to our growing business.

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Retirement Planning Case Study

Category 21/12/2009 by Martin Bamford

Financial Planner is the official magazine of the Institute of Financial Planning. Each month they publish a ficticous client case study and invite two Certified Financial Planner (CFP) professionals to provide a response.

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