Paul is in it for the long run!
Completing the Liverpool Half Marathon in under 2 hours
Paul Welsh, FPC financial planner, ran the Liverpool Half Marathon on 18th March this year in aid of the Mango Tree. He has been taking his training very seriously over the last three months, mainly by running with his childhood friend round the Crosby/Blundellsands area of Liverpool.
Flying the Chartered Flag
FPC – one of the first UK firms awarded Chartered Financial Planner status – the industry’s gold standard.
If you consult an accountant, doctor or solicitor you expect them to be fully qualified to a high standard – so why should you accept anything less from a financial adviser and what qualifications should you look for in an adviser?
It’s Financial Planning Week in the UK
But, meanwhile in Europe …
Whilst the benefits of financial planning are being promoted to individuals in the UK, it is clear that the €urozone would also benefit from some comprehensive financial planning.
The politicians are still “kicking the can down the road” and with Greece, Italy and now Spain changing the team at the top we wonder who is next for the chop?
Merkel, Sarkozy and Obama all face re-election in 2012 and it would appear that as a result, rather than deal with the unpleasant consequences of their plight, they are all avoiding taking the decisive action that is required.
FPC sponsor Brabners staff on their Inca Trail Trek
On 27th October this year, four intrepid members of the Brabners Chaffe Street team travelled to Peru and completed the Inca Trail Trek to Machu Picchu – a 42km trek through dense rainforest completed over four arduous days where they had to combat altitude sickness, rain, insects, fatigue and rogue donkeys!
Seminar guests join FPC to consider…
‘Where next?’
A big thank you goes to more than 70 FPC clients who joined us at the Haydock Thistle on 22nd September for our ‘Where next? seminar – a topical question to consider in the light of profound shifts in the economic landscape and significant national and international events, like the political unrest in the Middle East and continuing fears of a Eurozone meltdown.
The enthusiasm made for a warm, lively and interactive atmosphere – and one of the best turnouts we’ve ever had.
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Workshops for you and your clients
FPC leads the way
We are committed to helping our team enhance their professional qualifications and to raising professional standards generally in our industry. Read more
Paul Welsh achieves Certified Financial Planner status
And has double the reason to celebrate!
For Assistant Financial Planner, Paul Welsh the timing couldn’t have been any better – he gained the highest international professional certification that can be awarded to a Financial Planner on one day, and got married the next!
Jeremy Tallis achieves Diploma in Regulated Financial Planning
Assistant Financial Planner, Jeremy Tallis, has added the Diploma in Regulated Financial Planning to his growing list of professional qualifications.
Prize-winning exam results for Jeremy
Congratulations to Jeremy Tallis who passed his CII Certificate in Financial Planning with flying colours in October and was recognised at the Insurance Institute of Liverpool’s Annual Luncheon and Prize-giving event for his outstanding performance.
FPC welcomes Peter Stanyer
Independent Economic Consultant
We are committed to ensuring that our research and due dilligence is rigorous. Whilst we work closely with invesment professionals from all sectors, we also feel it is important to consult with independent commentators who have no axe to grind and whose approach is more academically and holistically based.
With the World’s economy having been through turmoil in recent years, we are delighted to be working with Peter Stanyer – an independent economic consultant. Read more
