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Martin Bamford

Your profession

Informed Choice obtains Chartered status

IFA firm Informed Choice has received the Chartered Insurance Institute's (CII) Chartered Financial Planners status.

clock 14 December 2007 •

Technology

The annual spring clean

I spent an enjoyable hour yesterday afternoon blitzing through a few piles of paperwork. This has become an annual ritual for me in the week before I leave to go on holiday. It is amazing how satisfying it is to decimate stacks of brochures, letters and...

clock 05 June 2007 •

Your profession

How easy is it to go 'green'?

After watching parts of 'The Human Footprint' documentary on Channel 4 the other evening I visited their website to calculate my own human footprint.

clock 01 May 2007 •

Your profession

Like our clients, advisers are individuals too

Mass marketing is dead. If I am at the receiving end of a piece of marketing or advertising I can tune it out very effectively, unless it is aimed directly at me and very specifically addresses my needs or wants. Only niche marketing works anymore because...

clock 30 March 2007 •

Your profession

Clients will pay fees, actually

There is a myth perpetuated in financial services that ‘clients will not pay fees'. My experience is very different. Where it is possible to articulate value to a client they will of course pay fees for financial advice. I do concede that commission offsetting...

clock 08 March 2007 •

Technology

Five simple rules

During the course of this year I've been giving a lot of thought to technology. Our own experiences of technology within Informed Choice have meant I have sat through hours of presentations, read various books on the subject and had conversations with...

clock 05 December 2006 •

Your profession

The IFA technology con

My suspicions about the fate of the company that supplies our CRM system have been confirmed after a quick read of their last accounts (for the bargain price of £1 from the Companies House website).

clock 31 October 2006 •

uncategorised

Tackling public confusion on advice

In response to Martin's Bamford's blog -   The public is very confused - Adrian Kidd from Mintzone, London, says:

clock 05 September 2006 •

Technology

The public is very confused

The public is very confused about independent financial advice. But then again, so is the regulator so let me explain.

clock 04 September 2006 •

Technology

Consumer tool puts advisers on the map

A new internet-based service has been launched which is designed to help consumers find a financial adviser in their region.

clock 21 February 2006 •
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