Financial planner launches money course for millennials

Five step video tutorial

Sophie King
clock • 1 min read

Critchleys Financial Planning's Jessica McGuigan has launched a free financial planning course for millennials to help them improve their financial situation.

The Critchleys Millennial Money Course is hosted by McGuigan (pictured, right), a financial planner, as well as Critchleys new business specialist Chris Miles. The five-episode video tutorial will be sent to participants via email, and will include guidance on how to manage money better. After signing up, members will receive the first video right away, and then the next four videos over the following four days.   Critchleys minimum portfolio requirements currently stands between £75,000 and £100,000 and the firm mainly works with high net worth and elderly clients. However, this new ...

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

More than money: Putting your clients on the right track

More than money: Putting your clients on the right track

'In truth, financial advice is so much more than just money'

Roger Brosch
clock 29 April 2024 • 4 min read
Plugging the support gap in retirement 'not FCA's role'

Plugging the support gap in retirement 'not FCA's role'

Majority of professionals say FCA should not have to plug support gap

Sahar Nazir
clock 29 April 2024 • 1 min read
PA Asks: Would you WhatsApp with your clients?

PA Asks: Would you WhatsApp with your clients?

This week’s poll also looks at client meetings and financial knowledge

Professional Adviser
clock 29 April 2024 • 1 min read