A Life Well Planned

You get practical, proven support, including coaching, to ensure that you focus on delivering the best service possible.

There are many challenges facing Advisory Firms and their Advisors today and these will probably increase.

Consumer Duty

The Financial Conduct Authority (FCA) relentlessly places challenges to our Financial Services Industry (FSI) and these seem to be focussed on delivering demonstrable value for charges made for advisory services.

Are you happy that you not only provide value, but could prove this value to an "interested third party"?

My core service is to address the main challenges that advisory firms and financial advisors are facing and to provide workable solutions to ensure you remain profitable going forward.

I believe the start point is to establish what clients really want from you/a financial advisor.

This seems obvious but what might a totally objective, impartial observer make of your client meetings, your advice process, your ongoing service?

I'm not thinking of an "observed meeting" attended by your T&C function, as their objective is to tick the boxes regarding process, cost disclosure, products - their tax treatment and charges etc

What I believe clients value - or at least they would if it was explained/offered - would be a service which is totally driven by their agenda whatever that is.

• A service that puts your client's life ahead of their money
• Genuine fudiciary advice rather than just facilitating the sale/purchase of regulated financial products 
• Co-create a Life-Centred Financial Plan with a robust, flexible, fluid Financial Plan or solve an immediate financial problem
• A service that provides a financial architecture to support your client's desired outcome  whatever that is.

I provide support ranging from free options, webinars, seminars and workshops on a group or one to one basis.

I have many years of experience in the financial services industry, from self employed direct sales to comprehensive life-centred financial planning programmes. I have set up businesses, rebuilt businesses, rescued businesses. I have bought and sold busineses. I have intermediary sales and management experience. I have been directly regulated, in networks (whole of market and multi tie) and an appointed representative of a restricted advice company.

I am a Master Coach with an International Coaching Business specialising in Life Mapping and Goal Mapping.