Power 5 Minutes

Financial Planning Practitioners share their top of mind thoughts in 5 minute videos. If you would like to add your thoughts either by recording a 5 minute Zoom video or contributing to other areas of this site please contact us or start a conversation by adding a topic in our forum.

The Power of Cashflow Forecasting in Divorce

Tamsin Caine and Fiona Sharp share their thoughts about using cashflow modelling as a powerful tool to help clients going through separation and divorce.

Let’s Discuss Cashflow

Alasdair Walker, Managing Director of Handford, Aitkenhead and Walker: lets discuss cashflow and Maslow’s hierarchy of needs.

Life After Lockdown

Matt Smith, Managing Director at Buckingham Gate Chartered Financial Planners contemplates life after lockdown finally lifts.

Doing Some Good

Clémence Chatelin, Senior Financial Planner at Paradigm Norton: Sustainable Investing. Doing some good for you and your clients.

Change your Mindset

Natalie Wright, Director, Mazars, Leeds: How a change in mindset can change our behaviour.

The Importance of the Job

Anthony Villis, Managing Partner, First Wealth, the importance of the job we do as Financial Planners and grasping the opportunity that lies ahead.