How a WhatsApp group grew into an advice consultancy

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Jen Frost
clock • 6 min read

The Financial Planning Club co-founders Lewis Byford and Amanda Ford catch up with Jen Frost on launching their consultancy and the biggest business challenges facing advisers today...

The Financial Planning Club, which launched last year and is run by co-founders Lewis Byford, Amanda Ford and Lee Old, has been working with financial planner owner-managers on business goals. The biggest and most common challenge that Ford and Byford, who sat down with PA to talk business building and The Financial Planning Club's work since launch, centres on business development. "Building that out is really important and I would probably say pretty much 50% of the members that we work with, [we do look at that] in some sort capacity," Byford says. "It's new business, it's growth –...

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 Business

Editor's view: Plenty to celebrate about the next generation of advisers

Editor's view: Plenty to celebrate about the next generation of advisers

The editor's Friday Night Takeaway from 25 April

Jen Frost
clock 25 April 2025 • 4 min read
PA360: Final call to register for adviser conference!

PA360: Final call to register for adviser conference!

Join us next week for practical insights on adapting to change and hear from Alastair Campbell

Professional Adviser
clock 25 April 2025 • 2 min read
Söderberg invests in first Scottish advice business

Söderberg invests in first Scottish advice business

Takes minority stake in Murphy Wealth

Jen Frost
clock 16 April 2025 • 2 min read