Financial wellbeing: What it is, tips and why it’s so important

What is financial wellbeing

By Sally Mathews Whilst money may not be everything, being financially secure, whatever life throws at us, is important. How we use our money also contributes to our quality of life, personal happiness and fulfilment. Financial wellbeing focuses on what aspects of your life you value the most and how your money can help you […]

Good, transparent and clear communication and the value of the ‘Team Day’

Paradigm Norton Our 2030 Picture of Success

In 2020 and 2021 and throughout the period of the global pandemic, firms were required to go to extraordinary lengths to keep their teams updated on what was happening across the business, because most team members were required to work from home and therefore not able to arrange their regular business touch points and check […]

What are the advantages of working for a larger financial planning firm?

What are the advantages of working for a larger financial planning firm?

By Steph Mumford The financial planning industry is dynamic and ever-evolving, and individuals often find themselves at a crossroads when deciding where to launch or further their careers. Working for a small, independent firm can be very different to working for larger financial planning organisations. However, the choice between the two is not about determining […]

What does a typical day as a financial planner look like?

What does a typical day as a financial planner look like?

By Lucy White One of the best things about working as a financial planner is that no two days are the same. The opportunities for progression are vast, and the satisfaction from helping clients is second to none. If you are looking to start a career in financial planning but not sure what it actually […]

Seven books to read before becoming a financial planner

Seven books to read before becoming a financial planner

By Dan Atkinson “Personal finance is more personal than it is finance” this quote from Tim Maurer is an important truth for anyone considering a career in financial planning. To be successful you need to be able to interpret and translate money into something which touches clients lives. Something which empowers a life well lived, […]

What does a financial planning career path look like?

What does a typical financial planning career path look like?

By Steph Mumford In the intricate landscape of personal finance, advisers, and the teams that support them, serve as the guiding stars, helping individuals and families chart a course towards their financial goals. A career in financial planning is deeply fulfilling, and it empowers you to make a significant impact on people’s lives. From understanding […]

Is a career in financial planning a good idea?

Career in financial planning

By Steph Mumford In a world where financial decisions impact the course of one’s life, a career in financial planning stands out as a beacon of guidance. It offers numerous opportunities and specialities, where you can be instrumental in guiding individuals and families towards their aspirations. A career in financial planning is unique. You’re not […]