Initiative for Financial Wellbeing adds financial coaching stream to its brand

Five launched last year

Sophie King
clock • 1 min read

The Initiative for Financial Wellbeing (IFW) has added a sixth stream to its brand following the launch of the first five back in December last year.

The new financial coaching stream, a training course to help advisers and paraplanners learn the principles of financial coaching, will be led by The Money Panel founder and IFW executive member Catherine Morgan (pictured). She will also be joined by a team of coaches, the first of which includes Wise Monkey Financial Coaching money coach and financial life planner Simonne Gnessen.  Morgan said: "I'm delighted that the IFW is going to provide a space where we can support more financial services experts and financial planners to navigate this landscape, develop and grow." IFW chairm...

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

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read