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

Treasury's AR consultation: Extending the FOS' scope a 'concern'

Treasury's AR consultation: Extending the FOS' scope a 'concern'

‘FOS needs to be overhauled as it is’

Isabel Baxter
clock 19 February 2026 • 4 min read
In Accord launches advice firm client investment 'badge' initiative

In Accord launches advice firm client investment 'badge' initiative

To demonstrate commitment to understanding client needs

Laura Purkess
clock 17 February 2026 • 2 min read
Feel Good Friday: Quilter pledges £3m towards financial education

Feel Good Friday: Quilter pledges £3m towards financial education

Alongside £1m in grants supporting charities

Professional Adviser
clock 13 February 2026 • 1 min read