IFA Forum

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Retirement planning software Retirement planning software by	7 replies 139 views 0 likes	Anonymous 21 Sep 2016
CAS Status - How long to get it? CAS Status - How long to get it? by Anonymous	5 replies 241 views 1 likes	Anonymous 16 Sep 2016
Platform Choice Platform Choice by Anonymous	3 replies 165 views 0 likes	Anonymous 30 Jul 2016
FE Analytics. cost? worth it? FE Analytics. cost? worth it? by	6 replies 167 views 0 likes	Anonymous 30 Jul 2016
Any IFA's retiring? Any IFA's retiring? by	2 replies 218 views 0 likes	Anonymous 11 Jul 2016
Small Final Salary pot advice Small Final Salary pot advice by	12 replies 215 views 0 likes	Anonymous 10 Jul 2016
The surprising effect of risk questionnaires The surprising effect of risk questionnaires by	8 replies 363 views 2 likes	Anonymous 22 Jun 2016
Pension/Inv Replacement - How many meetings Pension/Inv Replacement - How many meetings by	7 replies 141 views 0 likes	Anonymous 15 Jun 2016
Filtering through funds Filtering through funds by Anonymous	8 replies 102 views 0 likes	Anonymous 14 Jun 2016
Introducers Wanted Introducers Wanted by	0 replies 62 views 0 likes	Anonymous 3 Jun 2016
IFA Hints and Tips - Previously network IFA Hints and Tips - Previously network by	6 replies 133 views 0 likes	Anonymous 1 Jun 2016
Do I have to offer 'differing' levels of service Do I have to offer 'differing' levels of service by Anonymous	14 replies 279 views 0 likes	Anonymous 24 May 2016
Winding Down Towards Retirement Winding Down Towards Retirement by	0 replies 35 views 0 likes	Anonymous 20 May 2016
G60 How hard is it? G60 How hard is it? by	11 replies 206 views 1 likes	Anonymous 17 May 2016
Teeny Tiny pension transfer? Teeny Tiny pension transfer? by Anonymous	5 replies 106 views 0 likes	Anonymous 12 May 2016
Cashflow/ Retirement Planning software/apps Cashflow/ Retirement Planning software/apps by Anonymous	1 replies 93 views 0 likes	Anonymous 15 Apr 2016
Martin Lewis said something nice about advisers!!! Martin Lewis said something nice about advisers!!! by	39 replies 580 views 1 likes	Anonymous 14 Apr 2016
Ltd Company and Accountants Ltd Company and Accountants by	7 replies 151 views 0 likes	Anonymous 4 Apr 2016
Referrals from an Old School IFA Referrals from an Old School IFA by Anonymous	8 replies 289 views 0 likes	Anonymous 10 Mar 2016
One in four IFAs won't take on clients with less than £30k to invest? One in four IFAs won't take on clients with less than £30k to invest? by	0 replies 99 views 0 likes	Anonymous 15 Feb 2016
IFA Newsletters IFA Newsletters by	1 replies 45 views 0 likes	Anonymous 9 Feb 2016
Has labour turned its back on financial services? Has labour turned its back on financial services? by	2 replies 56 views 0 likes	Anonymous 6 Feb 2016
Investing on behalf of Children Investing on behalf of Children by Anonymous	0 replies 34 views 0 likes	Anonymous 5 Feb 2016
Suitability stance defended by IFA consolidators Suitability stance defended by IFA consolidators by	0 replies 103 views 0 likes	Anonymous 11 Dec 2015
IFAs have never had it so good? IFAs have never had it so good? by	0 replies 61 views 0 likes	Anonymous 17 Nov 2015
Looking for a new file checking company . Looking for a new file checking company . by	0 replies 105 views 0 likes	Anonymous 27 Oct 2015
Judge backs IFA over claim he should have corrected pre-2008 crash advice Judge backs IFA over claim he should have corrected pre-2008 crash advice by	0 replies 88 views 0 likes	Anonymous 14 Oct 2015
What have you learnt about running a financial advice business? What have you learnt about running a financial advice business? by	0 replies 73 views 0 likes	Anonymous 2 Sep 2015
"Stop whinging & fight back!" says New IFA body "Stop whinging & fight back!" says New IFA body by	0 replies 137 views 0 likes	Anonymous 14 Aug 2015
AF3 Past Papers AF3 Past Papers by	0 replies 72 views 0 likes	Anonymous 2 Jul 2015
annuity fees annuity fees by	7 replies 142 views 0 likes	Anonymous 23 Jun 2015
Property SIPP for IFA (ME) Property SIPP for IFA (ME) by Anonymous	4 replies 92 views 0 likes	Anonymous 23 Jun 2015
Very taxing???? Very taxing???? by	0 replies 18 views 0 likes	Anonymous 22 Jun 2015
Do you agree with what this IFA told Cameron? Do you agree with what this IFA told Cameron? by	2 replies 130 views 0 likes	Anonymous 17 Jun 2015
How do you charge for new reg ISA and Pensions How do you charge for new reg ISA and Pensions by	14 replies 327 views 0 likes	Anonymous 14 May 2015
IFA receives £10m commission in error! IFA receives £10m commission in error! by	0 replies 117 views 0 likes	Anonymous 11 May 2015
Was IFA harassed by FSA? – Court says no but... Was IFA harassed by FSA? – Court says no but... by	0 replies 181 views 0 likes	Anonymous 16 Mar 2015
"IFAs act with caution to avoid scandal" Digby Jones "IFAs act with caution to avoid scandal" Digby Jones by	3 replies 119 views 0 likes	Anonymous 9 Mar 2015
Paul Lewis - Advisers don't own 'advice' label!!! Paul Lewis - Advisers don't own 'advice' label!!! by	10 replies 384 views 2 likes	Anonymous 9 Feb 2015
Jersey Trustees Jersey Trustees by	0 replies 10 views 0 likes	Anonymous 4 Feb 2015