Power Talks To Practitioners About First Meetings with Clients

By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd
Garry Hale
Managing Director
HK Wealth

Garry is the founder, owner and sole Financial Planner at HK Wealth based in Stirling, Central Scotland. The business was started as a fee based financial planning practice in 2002 using cashflow modelling, which at the time was relatively forward thinking.

Garry is past board member and past president of the Personal Finance Society and passionate about the benefits the profession of Financial Planning brings to both Financial Planners and also importantly the life changing effects on the end client.

Garry believes Financial Planning has the Power to change lives in the following ways:

  • Helping clients achieve and maintain their desired lifestyle without the fear of ever running out of money.
  • Helping clients live a full and fulfilled life with the financial resources and time they have available.
  • Providing peace of mind and a trusted relationship throughout life.
Jo Little
Chief Executive
Emery Little

Jo is the third generation of ‘Littles’ in Emery Little, following in her Dad and Grandad’s footsteps.

A Chartered Financial Planner, Jo became a Fellow of the Personal Finance Society at 27. She then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP).

Jo looks to combine both her technical capability with the skills learned as a Registered Life Planner to help her clients build a life and financial plan around what matters most to them.

Jo sits on the Board of NextGen Planners, a membership organisation focused on supporting quality education, innovation and diversity in the financial planning community. Jo is also a member of The Ideas Exchange, a mastermind group whose membership includes owners and decision makers of financial planning firms, whose shared experience and ideas are constantly pushing Emery Little to improve client service and experience.

Jo believes financial planning is fundamentally life planning.The client, their life, and what’s important to them has to drive the technical side of things and any investment decisions. When working with clients, to Jo, it is their life that always come first, not their money, and you need to listen to them properly to understand what matters to them.

Lisa Johnstone
Lisa Johnstone
Managing Director
VWM Wealth

Lisa develops good relationships to change the lives of QCs, Senior Legal partners, FTSE 100 company directors and entrepreneurs. Helping them to prepare for life after work.

Lisa uses behavioural coaching tools and works with these clients to define and discover their purpose and what they want their money to do for them and their families. The award-winning team at VWM Wealth, boasts one of the highest staff to family ratios, in our profession and provides a uniquely personalised and bespoke experience for the families we work we with. Lisa is a former Recipient of the Chartered Financial Planner of the Year award and Glasgow based, VWM Wealth is a recipient of the Chartered Financial Planning Firm of the Year 2019/20


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