I’ve been working in financial services for 30 years, and charging fees for advice since 1997
I’ve also been involved in the creation and management of two UK financial planning businesses, the last of which was sold in 2012 when I emigrated to South Africa.
My business was featured as a ‘Cover Star’ in Citywire magazine, New Model Adviser, in 2008. You can view the article here. It’s important to note that there are things that I would do differently today. The world is constantly changing.
I believe that financial planning can, and should be systemised into a repeatable process. What cannot be systemised is the individual advice and the ‘experience’ that is unique to your firm and your clients. Once you understand that, you can build a financial planning experience that your clients will value.