The IFP Board
|
Marlene has been a CFPCM professional and FIFP for many years and has served on the Board for the past 9 years. She is a passionate believer that Financial Planning should be recognised as a profession and that cash flow modelling should be the foundation for any form of advice and planning. |
|
Bruce is founder Managing Director of Helm Godfrey Partners Limited. He is a Fellow of the Institute of Financial Planning and a Chartered Accountant. His interest is in making a difference in his clients’ lives by putting their lives at the heart of the Financial Planning process rather than their money. |
|
Neil is a Director at Fortitude Financial Planning Ltd and has provided comprehensive Financial Planning to private clients since 1997. He joined the IFP in the same year and, has been actively involved in developing the CFPCM Certification training programme. |
|
Having run his own IFA support consultancy for over 10 years, Phil now works as a Head of Business Consultancy with threesixty services LLP, in which role he provides Practice Management support to Financial Planning, Advisory and Wealth Management firms.In 2005, he was voted one of the UK’s Top 50 most influential IFAs. |
|
Keri is a Certified Financial PlannerCM professional and works at Broadway Financial Planning as a Financial Planner. She was awarded "Branch Chairman of the Year" in 2005 and was also the recipient of the "Tony Sellon Award" for her contribution to the IFP in Autumn 2006. |
|
Director of Yorkshire-based Planning for Life Ltd, Jeremy has been a member of the IFP since 1996. He was appointed to the Board in October 2006 helping to formulate IFP polices and activities for expanding the membership and profile of the IFP. |
|
Alan Dick is the founding principal of Forty Two a fee based Wealth Management practice. A Financial Planner of almost 15 years experience, Alan is committed to raising the standards of Financial Planning. He is both a Chartered Financial Planner and CFPCM professional. |
|
Barry Horner is the CEO of Paradigm Norton Financial Planning - having formed the firm in 2001 and together with the Paradigm team has built one of the foremost respected UK Financial Planning practices offering comprehensive Financial Planning advice to private clients and charities. |
|
Becky is Managing Director of Dunham Financial Services an award-winning Financial Planning business based in Peterborough. Becky is CFPCM Professional, Chartered Financial Planner and also a Fellow of the Institute of Financial Planning a strong believer in Lifetime Financial Planning. |
Brian Sweeney CFPCM Brian is Managing Director of Babecs Consultancy Ltd, and CEO of The Financial Planning Training Company Ltd. These organisations provide a range of specialist consulting and training services to entrepreneurs and business owners who wish to transform their business to a comprehensive/holistic Financial Planning model
|
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.