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
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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...

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