How I became a life planner: Three personal stories

Three advisers share their personal stories on why they decided to turn their back on products and make the switch into financial life planning.

Laura Miller
clock

Three advisers share their personal stories on why they decided to turn their back on products and make the switch into financial life planning.

Around 200 financial life planners – or those considering embarking on that particular path of financial advice – came together for a unique product-provider free conference, BACK2Y, organised by Inspiring Adviser founder Paul Armson. There, three advisers gave personal accounts of their journey to financial life planning - and how anyone can do it if they are committed. 1st Chartered Financial Planning founder Sylvia Bentham "Getting qualifications is boring. They are just Brownie badges. I've got them, but that's all they are. "I went to a grammar school. Then I didn't go to u...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read