Opportunities to Keep Engaging

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

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Slowly but Surely does it

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By: Damien Rylett
Brunel Capital Partners

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

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Piercing the Surface

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By: Natalie Wright

Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.

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Bringing Money to Life

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By: Ruth Sturkey
Client Director – London
Paradigm Norton

Our aim with the the PFS POWER Initiative is to empower and equip our readers to change people’s lives through Financial Planning. For many this means a change in mindset from transactional advice to a more comprehensive, life-focused service. By Ruth Sturkey.

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Annual Planning Meetings

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By: Garry Hale
Managing Director
HK Wealth

You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.

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Draft Planning Meeting

Image of Steph McDonald
By: Steph McDonald
Chartered Financial Planner

Often meeting number two, the ‘draft’ planning meeting is another time to shine. It’s when life and money come together to show what’s possible.

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