Your Financial Planning Maestro™

Great service, Jackie was very helpful, and her knowledge and coaching definitely helped me get the CFP pass.

Craig Loney

Simply put, I would not have passed the CFP Case Study without Jackie's support. The course is very well designed and I cannot overstate the importance of having Jackie by your side when working through the case study. She is knowledgable, approachable and extremely helpful. Highly recommended.

Oz Shtrosberg - MAG Financial Services Ltd

Highly recommend the CFP course if you're thinking of doing the qualification. Jackie was essential to my success, both in terms of guidance and challenging my thought process.

Danielle Nicholls - Cooper Parry Wealth

Jackie is a fantastic trainer. Her course is really well structured and hugely helpful for the CFP case study assessment. She couldn't have been more helpful throughout the course. I would recommend her course and training to anyone considering taking the CFP assessment. Thank you Jackie.

Gregory Cooke - Polaris Wealth Management Ltd

Having tried to complete the Level 7 Financial Plan Case Study independently and failing miserably on my first attempt, I decided some help might be useful so I enrolled on the 4 day fast track course with Lockie Consultants. Although I found it quite overwhelming at the start, due to the level of detail required on the excel spreadsheets and the assumptions (to name a couple of areas), Jackie was really positive and encouraging throughout. Constantly telling us that we could do it, that we were all good enough and capable. No questions were 'stupid' and when faced with a dilemma, Jackie helped talk us through it and look at all the options so making a final decision became easier. I would not have managed to pass this exam if it wasn't for Jackie's help and encouragement. I cannot recommend her and the course highly enough. It wasn't just about passing the exam though, I learnt so much that will help me be a better financial planner in the future. Thank you so much Jackie.

Natalie Norman- Blakebrooke Financial Advice Ltd

I couldn't recommend Jackie's services more. Without her, I wouldn't have passed the CFP, and I mean it! Jackie is very helpful, patient and thorough in her support. I wouldn't attempt the CFP without her.

Will Oswald - Chiltern Hills Financial Planning

Jackie was truly excellent. She was patient, supportive and guided me through the CFP journey. I would not hesitate to recommend her.

Carla Brown

To say Jackie's course and her insight in to the CFP was valuable is an understatement. I chose to do the CFP case study in what became a very busy period at work and Jackie was able to guide me through the process and give me perspective on the feedback I received in my submission. I did Jackie's course which meant over a short space of time I was able to put aside time to fully immerse myself in my case study and got to know my clients, built my financial forecast efficiently, while being able to ask a lot of questions about the process. Jackie's support didn't stop at the submission of my case study, she also helped me digest the feedback and what it meant in order for me to plan my next submission! Thank you for the support Jackie, I would recommend your course to anyone that is attempting the CFP case study.

Rhian Morgan

Jackie, I wanted to say thank you for your support during the recent CFP case study submission. Having you at the end of the phone/zoom call was a massive help. This qualification is the most difficult, complex and time-consuming project I have taken on, in a long time. As you know, I had entered the qualification last summer and for various reasons I decided not to proceed. This left me doubting myself as I was struggling with the amount of work and the time involved…..never mind those spreadsheets!!! You helped me to break it down into small chunks, working through the different stages one step at a time. It sounds so simple but sometimes you can get overwhelmed and just want to quit. Working to a plan, knowing I had to have made progress before our next scheduled call focused my mind. Whilst I didn’t always get a as far as I should have, you helped me through this and we got there in the end. 14 months on, I have now passed the CFP case study and truly believe I would not have submitted the first attempt, never mind complete it. THANK YOU!!! For anyone thinking of doing the qualification, I strongly recommend speaking to Jackie before starting – create the plan – work to it – and be held accountable all the way through.

Paul McCoubrey - Navigate IFA

I did the Certified Financial Planner training course with Jackie and it was invaluable. To my absolute shock I passed it on my first submission and I categorically would not have achieved that without Jackie's course and her support throughout. The material was so thorough and it was really useful to have the stages and timings for different milestones mapped out so you could keep on track. The group sessions and 121s included were also brilliant to get all those niggly questions answered. I wouldn't have known where to start with CFP had I not taken this course, so I couldn't recommend it enough.

Jen K.