Duncan Parkes

Director

FPFS, IMC, Chartered Financial Planner

Old Mill Financial Planning

Exeter

oldmillgroup.co.uk

Alongside my compliance role, I also spend a lot of time developing the Financial Planning proposition within Old Mill. I believe that advances in investment management and technology will fundamentally change how we deliver Financial Planning over the next few years and I am very interested in the creation of a proposition that will capture these opportunities.

I joined the PFS Financial Planning Practitioner Panel as I strongly believe that delivering a good quality Financial Planning service can fundamentally change people’s lives for the better. Many of the true benefits of Financial Planning are intangible and I hope the work of the Panel will help Financial Planners develop the skills to articulate and deliver these intangible benefits.

Financial Planning can give clients three core benefits:

Peace of Mind, Freedom and Opportunity.

Peace of Mind in terms of knowing someone is looking after their affairs and the reassurance that ‘everything is going to be ok’; Freedom in that they have time to focus on other things and the leave the Financial Planning side of their lives to us; Opportunity in terms of empowering them to follow their dreams and do the things they have always wanted to and visit the places they have always wanted to visit.

Articles from Duncan Parkes

Focus on what you can control

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

Read more…