Why Financial Planning

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.

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.

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.

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.

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.

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

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.

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

Partner

Mazars

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

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.

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.

By: Dominika Sieradzka

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.

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.

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.

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.

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.

By: Anthony Villis

Managing Partner

First Wealth

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

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.

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.

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.

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.

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.

By: Damien Rylett

CEO

Brunel Capital Partners

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

By: Carrie Bendall

Head of Content

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

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.

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.

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.”

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.

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.

By: Frank Donlon

Financial Planning Client

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