One of our clients is organising an exam based revision day to be run by Neil Dickey, a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. Neil is one of the UK’s most qualified and respected names in financial planning. Having started his career as an adviser, he has also worked as a paraplanner and more recently a freelance technical author and trainer.
Neil is running a free AF7 day organised by Fidelity on Thursday 29th March, and Friday 30th March is the additional day to develop further information presented on the course.
It is essential that you register and attend day 1 here.
Day 2 is being organised by Michael Carrick from Carrick Financial Management (CFM). The cost will be a maximum of £200 depending on numbers. CFM will underwrite the day but if there are sufficient attendees the cost will come down.
You can contact Michael to discuss any aspects of the course via telephone on 0191 2170007 or his email which is michael@carrickfinancialmanagement.net
The replacement business blind spot?
Paul Jay Compliance Drawdown, FCA, Pension, PI, platform, Switch, transfer
We’ve been involved with a number of firms who are on the acquisition trail and as part of the due diligence work we support them with, we check a lot of advice files. It won’t come as a surprise that many of these involve replacement business. What never ceases to amaze us is that, despite […]