Planners

01 Mar Questions?

Posted at 06:36h in Planners by yjblankproject

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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 yjblankproject

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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....

17 Jun Financial Planning

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

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

15 May Gifting

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

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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 yjblankproject

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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...

03 Apr Trouble Ahead?

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

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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...