Andy Jervis was asked to speak at this session on the principles of financial planning. He addressed an audience of over 80 advisers from the Hertordshire and North London area. Andy explained the seven key financial planning areas that his company uses in creating client plans, more details of which can be found on this website.
You can download a copy of the slides used in the presentation here. You'll need to register first.
The presentation was similar to that at Kegworth, and you can listen to the content by visiting that page. You'll need to register, or sign in with your e-mail address if you're already registered, to be able to access the audio.
If you're interested in the principles discussed in the presentation why not come along to the Client Magic Seminar? You can hear the Seminar organisers explaining what you will learn on the relevant page of this website.