Category: Professional Partners
IFP agree sponsorship deal with the Hull Law Society
IFP are delighted to announce our new sponsorship agreement with The Hull Incorporated Law Society, which will see us working in close partnership with them for the forthcoming year. In keeping with the company’s plan to build close relationships with fellow professionals, the one-year deal will see IFP play an increased role with the legal [...]
Read moreIFP continue successful seminar programme for our Professional Partners
We were pleased to host our most recent quarterly Professional Partners Seminar on 20th February at our offices in Hessle. The seminar was titled “Addressing the Key Challenges facing Professional Service Firms” and was hosted by Business Consultant Steve Billingham from Steve Billingham Consulting Ltd. Steve is a familiar face at IFP having worked with us [...]
Read moreGuest Article – 76% of your clients are "very likely to refer
That statistic from a recent survey of the buyers of financial and accountancy services in the US may come as a bit of a surprise. When you consider that the same research suggests that 87% of buyers start their search for a supplier of these services by asking a friend, colleague or someone in their [...]
Read moreThe Flexible Approach to IHT Planning
With the recent announcement regarding a cap on Long Term Care bills of £75,000 from 2017 you could be forgiven for thinking that the biggest implication of this news will be elderly clients in care homes retaining their homes. In reality the government plans to fund this cap (and the increased means test threshold of £123,000) - [...]
Read moreSponsored Walk with MWS for Smile Foundation/CASE Training
2012 marked an important milestone in the career of MWS Business Management’s Melvyn Sadofsky; as it viagra canada is forty years since the day when he started business in Hull. Some time ago MWS decided that in order to celebrate this milestone they would endeavour to raise £40,000 for charity over the year and in [...]
Read moreWho needs financial advice & what should you look for?
True or false? To get a financial adviser, your clients need to: Have lots of money Know a lot about investing Pay high fees Answer: All false. The truth is, most people can use good financial advice and it doesn’t have to cost a lot. Without advice, your clients run the risk of losing money [...]
Read moreUnique Tax Opportunity for your Clients – Limited Places Available
In conjunction with C3 Partnership Informed Financial Planning would like to invite you along to our seminars on Thursday 5th July at our Hessle office. The seminars will cover how clients can extract cash from their company saving corporation tax, income tax and National Insurance whilst also keeping funds outside of their estate for Inheritance [...]
Read moreMD of Informed Financial Planning presents at National SIFA Conference
Our Managing Director – Kevin Ferriby – was one of three IFA firms nationally – invited to speak at SIFA’s Annual Conference with reference as to how we work with firms of solicitors. Considering the number of firms who are members of SIFA across the UK and we were one of three firms invited to [...]
Read moreA look at what IFP do for our clients…
This section of our quarterly newsletter will look at a specific case study and demonstrate how you can identify which of your clients we may be able to help, how we provide our services and the results of providing high quality independent professional financial advice. The Retiring Business Owner Case Study Mr Owner aged 57 and [...]
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