Why Financial Planning

I Used To Dream About Being a Farmer, How Did I Discover Financial Planning?

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By: Darren Pike
Financial Planner
Clear Cut Financial Planning

For me, school was tough! If you told me then that I would be dedicating to a life-long career of learning and pursuit of qualifications, I would have run a mile. But this is the thing about the profession, you do exams because you want to.

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The Move to a Full Financial Planning World

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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

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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.

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
Partner
Mazars

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

Financial Planning and the Value of Advice

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By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional

David Jones, Head of Dimensional’s UK and Ireland Advisor Group discusses why there has never been a more important time to be a financial adviser.

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

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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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The Power of Process

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By: Dominika Sieradzka-MacCuirc
Practice Management Consultant
RIE Solutions

Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters.

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Life as a Young Financial Adviser

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By: Scott Millar
Financial Planner
First Wealth

Authenticity is the most important thing of all. Showing up as yourself, doing the very best job you can do, is a quality we can all respect at any stage of life.

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Those with Less Assets Can Actually Have More to Gain

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By: Natalie Holt
Content editor
Nucleus Financial Group

Clare Farrell, managing director at Northfield Wealth talks to Natalie Holt about building a business to give advice and support to as many people as possible.

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Using Lockdown to Maximum Business Effect

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By: Natalie Holt
Content editor
Nucleus Financial Group

Nick Platt, managing director at Henwood Court Financial Planning talks to Natalie Holt about the opportunities offered by remote working.

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Video Meetings Just Changed Your World

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By: Brett Davidson
Founder
FP Advance

Respected journalist, the publisher of Inside Information and the godfather of US Financial Planning, Bob Veres, wrote about four years ago that the biggest disruptor in financial services might just be video conferencing technology.

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Embracing new technology

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By: Anthony Villis
Managing Partner
First Wealth

Technology will be transformational in making Financial Planning more accessible than ever before. By Anthony Villis.

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Job Satisfaction, Wellbeing & Genuine Joy

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By: Julie Lord
Chief Executive
Magenta Financial Planning

To be certain your business is futureproof, you have to predict the future and put plans in place to meet the demands put upon you indefinitely. By Julie Lord.

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Piercing the Surface

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By: Natalie Wright
Partner
Mazars

Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.

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Bringing Money to Life

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By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach

Our aim with the the PFS POWER Initiative is to empower and equip our readers to change people’s lives through Financial Planning. For many this means a change in mindset from transactional advice to a more comprehensive, life-focused service. By Ruth Sturkey.

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Focus on what you can control

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By: Duncan Parkes
Director
Old Mill Financial Planning

Structuring a Financial Planning business can be difficult. Applying some investment principles can paint an interesting picture. By Duncan Parkes.

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Annual Planning Meetings

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By: Garry Hale
Managing Director
HK Wealth

You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.

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Purposeful Preparation

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By: Damien Rylett
CEO
Brunel Capital Partners

Prior to a first meeting, setting the right expectations in clients’ minds is vital.

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The Client Experience is more than a Six Step Process

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By: Carrie Bendall
Head of Content

Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.

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Positioning

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By: Julie Lord
Chief Executive
Magenta Financial Planning

What a Financial Planner does and two client stories that illustrate the value of what Financial Planning can achieve.

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Financial Planning – Definition and Purpose

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By: Adrian Quick
Director
HarperLees

The whole Financial Planning process has made me think about what I really want to do. It has helped me confront myself about what I earn, what I spend and what’s left over.

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The Power to Change Lives

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By: Anthony Villis
Managing Partner
First Wealth

Anthony Villis talks about adopting a Lifestyle Financial Planning approach in 2014, and his firm, First Wealth, hasn’t looked back. “It’s brought energy to our business and helped change people’s lives in a positive way.”

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Discovery and Planning

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By: Julie Lord
Chief Executive
Magenta Financial Planning

Learn about how to structure pre-appointment letters discovery meetings and planning meetings, and the optimum content.

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Financial Planning Process

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By: Chris Bowmer
Director
Fortitude

Many people focus on making money rather than discovering how much they actually need during the course of their lifetime. Imagine how you would feel if you knew you had enough money, not just to do the things you want, but to help others too.

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(Why) Don’t all Financial Advisers do it this Way?

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By: Frank Donlon
Financial Planning Client

Like many people I came to financial advice in mid-life, arguably far too late.

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