Planners

A man plays a trumpet against a pale pink background, there are white notes hanging in the air above him. The man is dark haired, Caucasian, and wears a black suit with a white shirt. For blog: Question?

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...

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....

An image of a wooden bridge, shadowed by trees and green leaves. For blog - why financial planning is so important

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?...

a hand held in a hand. for blog post: gifting

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...

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...

A woman hold a hand to her hand, she is clearly suffering from a severe headache. For blog: financial planning profession

03 Apr Trouble Ahead?

Posted at 11:59h in Articles, Planners by blankadmin

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Have you identified your ideal potential clients? Are they professionals from the legal and accountancy professions only? If so, it might be worth broadening out...