Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
Since I last tapped away on my keyboard, much has taken place. On a professional level, I attended 3 events worthy of a mention. On November 15th I was on the early train to Edinburgh to attend a Financial Planning ‘Best Practice’ Workshop organised by the Institute of Financial Planning. The reason I decided to [...]
What a month! I’ve just about recovered from a bout of tonsillitis (more of which later) and have clocked up a few miles ‘touring’ the UK. The first port of call was the Dental Showcase exhibition at the NEC. I attended on the first day and as I pulled into the car park, the heavens [...]
The last few weeks have been very busy and I’ve been ‘on the road’ quite a bit. In early October I met with other financial planners in Birmingham. The purpose of this was to meet with those of similar minds and to share ideas and best practice. Here we are at the end of the [...]
