Jane Wheeler, president of the Institute of Financial Planning, believes the fact more advisers are making the transition to a new advice model is giving the organisation momentum in its vision to develop financial planning in the UK.
Wheeler took up her position as president in October after spending 11 years as a member of the IFP and qualifying as a Fellow and a Certified Financial Planner (CFP) in 1997. She began her career as an IFA but realised becoming a financial planner could be a lot more rewarding financially and in terms of developing long-term relationships with clients. “I never wanted to be selling products, but I didn’t know I wanted to be a financial planner until I got involved with the IFP. I prefer planning because it solves the situation by looking at what the client’s real objectives are. The pr...
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