Why Financial Planning

Using real life client scenarios is a powerful training strategy

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By: Pippa Oldfield
Senior Paraplanner & Assistant Manager
Mazars

When I was asked to mentor three future financial planners, I initially found the prospect quite daunting. How would I inspire them?

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Financial Planning brings opportunity

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By: Natalie Wright
Director
Mazars

Natalie Wright of Mazars talks to us about why Financial Planning brings benefits to our clients, our businesses and the overall profession.

The Power of the Back Office

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By: Sian Davies Cole
Director
Plan Works

To insource or to outsource is the most important decision to make. This is the efficient beating heart of your firm now and in the future.

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There is no end of content to help you become a better Financial Planner

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By: Charlotte Wood
Director
Rosewood Financial Planning

Once I found content that resonated with me, I invested significant time and sometimes money to move forward.

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Fixing Problems or Enhancing Lives. Where would you rather be?

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By: Scott Millar
Financial Planner
First Wealth

Shadowing two great financial planners allowed me to see first-hand the key to providing great outcomes is great conversations with clients.

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How Being Chartered is Just the Beginning, Not the End

Image of Charlotte Wood
By: Charlotte Wood
Director
Rosewood Financial Planning

A list of ‘nevers’, achieving Chartered Financial Planner status, a year by myself, giving birth and why I created my own online ‘village’ community. It’s coming up to a year that I’ve worked entirely alone.

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