Why Financial Planning

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?

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.

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.

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.

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.

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.