Financial Planner

The Best Financial Plan in the world? (Financial Planner June 2009)

To borrow from a classic advertisement: “Carlsberg don’t do Financial Planning but if they did it would probably be the best Financial Planning in the world”. So what would it look like? Brett Davidson, chief executive of consultants FP Advance, explains. view

Tackling the 10 most common mistakes planning firms make (Financial Planner Dec 2007)

Most planners want to improve peformance but what are the common business mistakes they make? Brett Davidson of consultants FP Advance provides some answers. view

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