Sharing Ideas On Best Practice

I really enjoyed giving a presentation to the Leeds Branch of the Institute of Financial Planning (IFP) together with Caroline Keegan of Serenity Financial Planning yesterday.  Caroline (and Serenity) share many of our values on how financial planning and advice should be delivered.

The subject matter was cashflow modelling and financial forecasting and there was excellent engagement from a good turnout who shared their thoughts, ideas and experiences.

Financial forecasting sits at the core of our clients’ financial plans and performs a vital role in helping us deliver our Personal Finance Director service.

Accredited Financial Planning Firm

Andrew is a director of the IFP and chairs the institute’s ethics and practice standards committee.  We are proud to be one of the first firms to have been awarded accredited status by the IFP and are always pleased to support our local branch which offers us a great environment to exchange ideas with other firms and individuals leading the way in our profession.

 

 

Posted by:
BDB Financial

Published:
July 14th, 2015

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