Author: blankadmin

14 Jun Road map to becoming a CFP professional in the UK

Posted at 16:46h in Planners by blankadmin

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Are you interested in becoming a CFP Professional in the UK? Here's a road map guiding you through exactly what to do to achieve your...

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01 Mar Questions?

Posted at 06:36h in Planners by blankadmin

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I'm receiving an increasing number of questions about the logistics of obtaining Certified Financial PlannerTM Certification in the UK so thought that I would answer...

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03 Sep Career Pathway

Posted at 12:01h in Planners by blankadmin

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'Financial Planning Symphony' is the name of Lockie Consultants' Comprehensive Training and Development scheme for small and medium-sized financial planning firms....

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06 Aug Explore

Posted at 13:45h in Videos by blankadmin

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Please click here to watch our videos. Our Journal also includes videos to give practical help on passing your CFP assessment as well as more...

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17 Jun Financial Planning

Posted at 14:55h in Financial Planners, Planners by blankadmin

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What is Financial Planning and why is it so important to train the right people?...

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05 Jun Knowledge

Posted at 00:42h in Financial Planners by blankadmin

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What is the Certified Financial Planner™ designation? ...

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01 Jun Help is Here

Posted at 19:38h in Financial Planners, Videos by blankadmin

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Watch our video. We have lots to offer small and medium-sized financial planning businesses as well as individuals who want to gain the Certified Financial...

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15 May Gifting

Posted at 12:05h in Articles, Clients Testimonials, Planners by blankadmin

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The impact of family gifting during the pandemic is wider than just the money. According to a report issued by Legal & General, 5.5...

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14 May Explore

Posted at 21:02h in Videos by blankadmin

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Please click here to watch our videos. Our Journal also includes videos to give practical help on passing your CFP assessment as well as more...

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12 May Our Story

Posted at 11:45h in Planners by blankadmin

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Jackie worked in financial services since 1988 in both technical and client-facing roles as a paraplanner and planner. Jackie first started her career at a...

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