From Paraplanner to Adviser: Making the switch

From Paraplanner to Adviser Making the Switch

Paraplanners are integral to many financial advice businesses – their expertise and knowledge are highly valued, and many advisers would be lost without them! But sometimes, some paraplanners find themselves considering if their skillset is more suited to advising, especially as they understand better than anyone how advisers work and what their day-to-day looks like. […]

From Investment Banking to Financial Advice

From Investment Banking to Financial Advice Joanna Campbell-Meiklejohn

Working in finance doesn’t mean giving up autonomy and flexibility! Read Joanna’s story and watch her video account of how she changed roles within finance, from investment banking to financial advice and still enjoys all the benefits of a career in financial services – without the corporate culture. Joanna’s story Joanna’s career path took an […]

From Banking to Financial Advice

From Banking to Financial Advice – Zohul Malikzada

Zohul’s education and career journey wasn’t always a straightforward one. Being born and raised in Afghanistan, then moving to the UK in her early teens – Zohul’s hard working spirt and mentality has helped her overcome many challenges that have shaped her business and made her the adviser she is today. Read Zohul’s inspiring story […]

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 talks us through his role in detail from his initial background in previous roles to what its like to be a self-employed mortgage adviser, along with giving  some words of wisdom for anyone considering the role. What does a Mortgage Adviser do? I’m Craig Valente-Wallace, a Mortgage and […]

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 founder of The Mortgage Mom, talks to us about her varied role as a Mortgage Adviser and running her own business. 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 […]