We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards. In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning. This is a series by paraplanners for paraplanners. Look out for episodes monthly. ⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠. Follow us on ⁠Twitter⁠ and ⁠LinkedIn ..read more

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership. Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!) For more information on our professional qualifications and to find out how you can advance your career go to our website. Book your ticket to The Mortgage Conference today! Follow us on Twitter and LinkedIn ..read more

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards. In this episode our guests share some tips on how to make the life of a paraplanner easier. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury. In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid the last-minute planning and the stress it can cause. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford. This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA. Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022.  For more information on our professional qualifications and to find out how you can advance your career go to our website. Follow us on Twitter and LinkedIn ..read more

We are pleased to bring you the eleventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and special guest Lewis Bryford. This episode looks at the changing face of paraplanning, and what employers are currently looking for when recruiting paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is the final part of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part three of this three part podcast explores investments, and what should advisers be thinking about when talking to their clients. Listen to part one here. Listen to part two here. For more information on our professional quali ..read more

We are pleased to bring you the tenth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes. This is part two of a two-part special podcast on clear objectives and client reports. This episode focuses on how to get clearer objectives from clients and advisers, and how best to structure and communicate objectives back to clients. This is a series by paraplanners for paraplanners. Look out for episodes mon ..read more

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is part two of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part two of this three part podcast discusses the bonds, trusts and markets. Listen to part one here. For more information on our professional qualifications and to find out how you can advance your career go to our website. Follow ..read more