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Achieving the Advanced Diploma in Financial Planning

On Friday, I was delighted to receive my Advanced Diploma in Financial Planning (and therefore the addition of some new letters after my name!). This is the qualification required to be a Chartered Financial Planner, a goal I have been working hard towards since I started with FPWM. As someone ...

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Q1 2019 Investment Strategy Committee Tactical Views & Commentary

Welcome to our first 2019 Tactical Views & Commentary from our October 2018 Investment Strategy ...

22
Jan
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After the US Mid Terms – What now?

The result of the US mid-term elections is that as expected, the Democrats have gained ...

29
Nov
Autumn Budget Summary for 2018

Now the dust has settled here is our Autumn Budget Summary for 2018 and what it ...

27
Nov
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Seeking to change the future of the financial services

Bournemouth University (BU), The Personal Finance Society (PFS), Simplify Consulting and FP Wealth Management (FPWM), ...

27
Nov
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Achieving the Diploma in Regulated Financial Planning

In November 2017, I was delighted to receive my Diploma in Regulated Financial Planning (and ...

08
Nov
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Q4 2018 Investment Strategy Committee Tactical Views & Commentary

You will find below a link to the output from our October Investment Strategy Committee ...

27
Oct
Bournemouth University Careers Fair 2018 – The Future of Advice

Last week, FPWM were kindly invited by Bournemouth University to attend their annual two-day careers ...

27
Sep
Muscle memory in portfolio management

It is often said, and scoffed at, that this time is different.  Reinhart and Rogoff ...

13
Feb
My Placement Year So Far…

I have wanted to work within financial services since before I started studying at University, ...

13
Feb
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One year on- my first year back at FPWM

In August 2017 I returned to FPWM after graduating in Accounting and Law. Upon returning, ...

11
Feb
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