Why Financial Planning

The Move to a Full Financial Planning World

Image of Laura Ripley
By: Laura Ripley
Chartered Financial Planner
Handford Aitkenhead & Walker

For many reasons my recent move from an investment focused role to a full financial planning one was quite simply the biggest decision of my career. I wanted to add more value to clients’ lives rather than just measuring financial returns.

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From Physics to Financial Planning

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By: Jessica Geere
Trainee Financial Planner
Magenta Financial Planning

Growing up, I didn’t have the classic princess stories or anything like that, I had books about the planets and stars. For my 11th birthday I was taken to toys r us and told I could pick anything I liked, and I picked a telescope.

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The Next Generation of Planners

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By: Christopher Abel
Assistant Financial Planner
Mazars

The story about how I ended up in Financial Planning is probably similar to most people in the profession: I got there by accident.

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Professional Squash to Professional Services: My Career Change to Financial Planning

Image of Chris Simpson
By: Chris Simpson
Assistant Financial Planner
Mazars

A younger version of myself wouldn’t have had the confidence for a planning role nor the maturity or empathy to understand a clients financial worries and fears.

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POWER Talks to next gen influencer, next gen client and next gen planner

All our guests are ‘millennials’ in their 30s and sound advocates of the life changing powers of Financial Planning.

Why Financial Planning is Good for Your Business

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By: Brett Davidson
Founder
FP Advance

If you are running a Financial Planning business model, the opportunities have never been better. Aligning your business to a fee based Financial Planning service, provides a host of benefits for you and your clients. It’s the most profitable, fun and resilient way to conduct business.