A Day in the Life of a Self-employed Mortgage and Protection Adviser

A Day in the Life of a Mortgage and Protection Adviser

Craig Valente-Wallis, Self-employed Mortgage and Protection Adviser What does a Mortgage Adviser do? I’m Craig Valente-Wallace, a Mortgage and Protection Adviser at Tenet Financial Services. My job is centred around problem solving in order to find my clients the most suitable and cost-effective product/s for their individual circumstances. I help clients buy their dream home; I […]

A Day in the Life of a Financial Planner

A Day in the Life of a Financial Planner

Chris Thompson, Financial Planner What actually is a financial planner? Logical place to start.. Let’s cover off a few misconceptions at the same time. Financial Planning was once about being a salesman. Selling financial products and persuading people to buy whatever investment you were tasked with selling. Over the last 10 years being a Financial […]

A Day in the Life of a Newly-Qualified Financial Adviser

A Day in the Life of a Newly-Qualified Financial Adviser

Melissa Ellis, Independent Financial Adviser A little about me… I’m an independent financial advisor based in HL Financial, Chester. I started in the industry in September 2018. I actually fell into the industry because I was doing a business course at college and it was a requirement to do two weeks work experience.  My dad […]

A Day in the Life of a Financial Planner

A Day in the Life of a Financial Planner

Ben Slater, Chartered Financial Planner You may be wondering what a day in the life of a Financial Planner is like? Well, here’s my journey… I’ve been in the industry for around 10 years and in that time, I’ve moved through the ranks, from Apprentice Administrator, Administrator, Trainee Paraplanner, Paraplanner, Trainee Adviser and then Chartered […]

A Day in the Life of a Protection Specialist

A Day in the Life of a Protection Specialist

Nina Brown, Protection Specialist Adviser A really varied role The main reason I enjoy being a protection specialist, is the fact not one day is the same. No two sets of clients will ever be identical, everyone’s circumstances and situations differ, which results in my advice being tailored to each. It’s important that I understand […]

From Sports Person to Financial Planner

From Sports Person to Financial Planner

How Ben Stebbings went from cricket to financial planning How it all began I live down south in the beautiful city of Winchester with my incredible wife, Sarah, and our nutty (but wonderful) golden retriever, Mabel. We have a love of travel, are absolutely sport and fitness mad and have a desire to create a […]

A Day in the Life of a Mortgage Adviser

A Day in the Life of a Mortgage Adviser

Kelly Ellis, The Mortgage Mom What does a mortgage adviser do? No day is the same when you are an adviser! In a day in the life of a mortgage adviser, I have to plan my working week in advance as much as possible as there is always a mix of appointments, research and admin […]

A Day in the Life of an Authorised Chartered Paraplanner

A Day in the Life of an Authorised Chartered Paraplanner

Chris Adams, Authorised Chartered Financial Planner and Paraplanner What does it mean to be a Chartered Paraplanner? For the Chartered Insurance and Chartered Investment and Securities Institute, I’m a “Chartered Financial Planner” because that’s the only title you can use with Chartered status. In reality, 40% of my time is spent paraplanning for advisers, 10% […]

A Day in the Life of a Protection Business Development Manager

A Day in the Life of a Protection Business Development Manager

Vikki Carey, Business Development Manager What does it mean to be a Business Development Manager (BDM)? Well, I guess primarily it’s to increase the sales from a panel of advisers, but it’s so much more than just that. A BDM is the main contact for advice firms when they’re working with a provider or lender, […]

A Day in the Life of a Later Life Adviser

A Day in the Life of a Later Life Adviser

Sandy Ameer-Beg, CeMAP, CeFA, CeRER What does a typical day look like? A Day in the Life of a Later Life Adviser: I tend to start the day with checking emails. I am lucky as I have a team, so they deal with my processing and chasing any applications for me. I visit most of […]