It is with some sadness that we report that Gary Tunstall has left Brook-Dobson Brear with immediate effect. We have thanked Gary for his service over the years and wish him all the best. We have been interviewing for additional staff in recent months and will appoint soon. Please don’t hesitate to get in touch [...]
IFP South West Conference – Best Practice Sessions
by Andrew Brook-Dobson
on December 12, 2011 in Financial Planning, IFP, Public Speaking
I had been asked to deliver a best practice presentation about the way Brook-Dobson Brear views and delivers financial planning and the impact it has on our client’s lives. This is a presentation I have now done in various locations around the country, but have been playing around with Prezi’s and having recently introduced my [...]
Financial Planning Week
by Andrew Brook-Dobson on October 25, 2011 in Financial Planning, IFP
21st November sees the start of the Institute of Financial Planning’s (IFP) fourth Financial Planning Week. Again, the Institute have commissioned a YouGov consumer survey in conjunction with National Savings & Investments (NS&I). Check out the FPW facebook page to see the different activities planned throughout the week and to find out how to get involved.
Steve Jobs’ Inspirational Speech
by Andrew Brook-Dobson on October 7, 2011 in Inspiration, Its not about the money
On Wednesday we were at the IFP’s National Conference at Celtic Manor and we were fortunate enough to have a key note presentation delivered by Mike Harris of First Direct, Egg and now Garlik fame. One of his key messages was that with a very few notable exceptions (more in a second) the only way we can [...]
Good News
by Tim Brear
on October 6, 2011 in BDB News
Our retail executive and successful business owner clients expect the best from all those around them. As a business we recognise that we need to constantly improve and challenge ourselves to stay ahead of the pack and to ensure that we continue to be retained by successful and discerning people. We therefore work hard to [...]
Lifestyle Financial Planning – Presentation to IFP’s Essex Branch
by Andrew Brook-Dobson on July 23, 2011 in Public Speaking
Last Autumn Adrian Quick, chairman of the Essex branch of the Institute of Financial Planning asked me if I would deliver a presentation in July as part of his 2011 branch programme. I explained the form that Lifestyle Financial Planning takes at Brook-Dobson Brear, that we explain it as providing a “Personal Finance Director service [...]
Making it all worthwhile
by Andrew Brook-Dobson on April 1, 2011 in Financial Planning, Its not about the money
Every now and again, something special happens that reminds me why I love what we do and the difference we make to people’s lives. Yesterday, we had an annual “Forward Planning Meeting” with one of our clients (we don’t do reviews as by definition they are backwards looking and there isn’t much any of us [...]
Speaking at the IFP’s Northern Conference
by Andrew Brook-Dobson on March 11, 2011 in Public Speaking
This was the 3rd time I’ve been asked by the Institute of Financial Planning to present this Masterclass session on “What does Lifestyle Financial Planning really look like? Marketing it, Delivering it and profitably helping to transform client’s lives”. The feedback from previous sessions has been fantastic and today’s also seemed to go down well. [...]
Pension Changes Confirmed
Our high level summary below details the key points introduced in the proposed changes to the current pension regime. We will contact clients who may be specifically affected by these changes as appropriate, however, if you would like to discuss the changes in more detail, please do get in touch. Annual Allowance The annual allowance [...]
New website
Welcome to the new Brook-Dobson Brear website – we hope you like it! The News section will be an important way of keeping our clients (current and potential) updated on interesting developments in the world of financial planning and beyond. Please do let us know if there is anything you would like to see in [...]
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New website
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Speaking at the IFP’s Northern Conference
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Making it all worthwhile
- Pension Changes Confirmed
- Lifestyle Financial Planning – Presentation to IFP’s Essex Branch
- Changes to Team
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IFP South West Conference – Best Practice Sessions
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Financial Planning Week
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Steve Jobs’ Inspirational Speech
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Good News
