Planners

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...

an image of Jackie lockie from lockie consultants for cfp courses online journal page

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...

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?

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...