The role of a financial planner is to help you gain clarity over your future and then plot a path to get there. 

This process uses a variety of skills and knowledge, including:

  • Coaching skills – to help clients better understand their own objectives and motivations
  • Financial forecasting – putting those objectives and motivations into numbers. What could the future look like?
  • Technical knowledge of areas such as tax and pensions
  • Investment management
  • Applying rigour – we like to joke that we meet clients at least once a year whether they like it or not!

Blog: Reasons to be cheerful!

It might seem a bit of a paradox to some that investment markets have largely recovered since the unprecedented falls caused by the arrival of the coronavirus pandemic, in the face of a constant flow of negative news e.g. contracting economies, predictions of mass unemployment. A big question, why is the market appearing to be … Continued

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August 30, 2020

Episode 65 – Amy Florian on Grief, Loss & Transitions

We all struggle with grief, loss and moments of transition in our lives. Grief can come from many areas, whether that be from the death of a loved one or a change in life that leads to something being left behind. Chris talks to a grief specialist Amy Florian about how we can deal with … Continued

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