Podcasts about personal finance society

Today I have a conversation with Lisa Conway-Hughes (MissLollyMoney). Lisa holds the highest possible qualification as a Chartered financial adviser, and is a Fellow of Personal Finance Society. Lisa has gained so much useful knowledge through her qualifications and working with multiple clients, and I gained a lot from our conversation.To find out more about Lisa:Website - https://misslolly.com/Instagram - https://www.instagram.com/misslollymoney/ Hosted on Acast. See acast.com/privacy for more information.

In this latest episode of Let's Talk Money and More Podcast, I chat with Gavin Johnson, the founder of Solus Financial Planning. With over 30 years of experience as a Certified Financial Planner, Gavin realised early on that there was a different way of providing financial advice - one that prioritises understanding each client and their future plans. As a Fellow of the Personal Finance Society, Gavin has honed his expertise in running his own practice and providing independent advice. In 2022, he decided to go solo again, focusing on helping those who have found themselves alone through bereavement or relationship breakdown, a situation he understands all too well from his own experience. Gavin's background and deep understanding of his clients' needs have earned him a strong reputation for personalised and highly tailored financial planning that brings stability during uncertain times. Tune in to learn more from this seasoned financial expert on how to navigate your financial journey with confidence.Key TakeawaysStarting a business requires careful planning and realistic expectations. It's important to understand that building a successful business takes time and effort.Financial education is lacking in our education system. Many people come out of college or university without a basic understanding of how finances work in the real world. As a financial planner, it's important to educate clients in simple, easy-to-understand terms to help them make informed financial decisions.As a financial planner, create a safe and non-judgmental environment for your clients to ask questions and seek clarification. Empathy and understanding can go a long way in helping your clients feel more comfortable discussing their financial concerns.Check the credentials of financial advisers or professionals recommended to you, and make sure they are registered with the Financial Conduct Authority (FCA) and have a valid FCA number.Connect with Gavin JohnsonWebsite https://solusfinancial.co.uk/LinkedIn https://uk.linkedin.com/in/impartialfinancialplanningConnect with Lesley ThomasFREE Resources www.themoneyconfidenceacademy.com/resources/My website www.themoneyconfidenceacademy.com/Join my Facebook Group www.facebook.com/groups/letstalkmoneyandmoreYoutube channel www.youtube.com/@themoneyconfidenceacademyFollow me on Instagram www.instagram.com/lesleythomascoaching/Connect with me on LinkedIn www.linkedin.com/in/lesley-thomas Hosted on Acast. See acast.com/privacy for more information.

In this episode of the podcast, we are discussing the value and benefits membership of a professional body brings to individuals in the insurance and personal finance professions. We are joined by Caroline Martin, who is Deputy President of the Insurance Institute of Chelmsford and South Essex, and Hazel Bowen, is the Personal Finance Society's current Chartered Financial Planner of the Year.

In this episode I am with Lisa Conway Hughues, aka Miss Lolly, the most stylish money expert I have ever met! Lisa Conway-Hughes is a Chartered Financial Adviser and a Fellow of The Personal Finance Society. Lisa joined the financial industry 16 years ago and in October 2020 was voted Financial Adviser of the Year – London by Professional Adviser Magazine – WIFA. Lisa, also known as Miss Lolly, writes, speaks, tweets, and blogs on all things money related. Lisa is passionate about making financial education open to all and loves taking the jargon out of the financial world. Lisa is the author of Money Lessons and features regularly as a media expert in the female press and newspapers as well as having been interviewed by the BBC News. So, first of all, if you don't know her, I want you to go on Instagram and find her @MissLollyMoney The amount of advice and information she is putting on that platform is invaluable and I learnt so much from her platform. We discuss about a few things related to finance and being a woman - How to take control of your finance - How to save for your future - When to invest - How to plan - And many more You can get in touch with Miss Lolly here: https://misslolly.com/ https://www.instagram.com/misslollymoney/ Connect with us: Connect.Plan.Grow Connect Come and Lunch with us at one of our networking meetings! Use code Sheisawesomeconnect in an email to team@academywe.com and get 50% off your first visitor fees Plan Check our upcoming planning workshops on our website Grow To join our FREE community click here: https://academyforwomenentrepreneurs.com/community/#join-the-community Take our Entrepreneurial Health Check test: https://academyforwomenentrepreneurs.scoreapp.com/ To share your journey, experience and be our guest at She is Awesome, please send an email to ceylan@academywe.com Download the cashflow forecast template here: https://academyforwomenentrepreneurs.com/free-cash-flow-forecast-template/

The Chartered Insurance Institute's decision to appoint a majority of directors to the Personal Finance Society's board has triggered a chain of events which has led to resignations from the PFS and anger among its members.But the events of the past few weeks have, in many ways, been the result of a chain of events going back several years.This week, FTAdviser's deputy editor Damian Fantato is joined by Sarah Lord, immediate past president of the PFS, and adviser and academic Richard Bishop, to discuss how the two organisations got here, where they can go from here and what, if anything, advisers can do about it.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Lisa Conway-Hughes is a Chartered Financial Adviser and a Fellow of The Personal Finance Society. Lisa joined the financial industry 16 years ago and in October 2020 was voted Financial Adviser of the Year – London by Professional Adviser Magazine – WIFA. Lisa, also known as Miss Lolly, writes, speaks, tweets, and blogs on all things money related. Lisa is passionate about making financial education open to all and loves taking the jargon out of the financial world. Lisa is the author of Money Lessons and features regularly as a media expert in the female press and newspapers as well as having been interviewed by the BBC News. Lisa also co-hosts the Ladies Finance Club podcast with Molly Benjamin and together they run The Ladies Finance Club. Today we talk about how you should be talking to your kids about money, the best way to talk it through with your partner and some money habits that are going to help shift your money mindset. Topics we talk about: - How your childhood impacts your relationship with money - Why fear is holding you back in the way you look at money - Whether we should be talking to our kids about money - How compound interest is your best friend - Investing isn't about your salary - Money habits you can implement today - Whether debt is bad for you - 4 question round Links: https://www.instagram.com/misslollymoney/ Join her community here https://www.instagram.com/ladiesfinanceclubuk/ Or purchase Lisa's book here: Money Lessons: How to manage your finances to get the life you want https://www.waterstones.com/book/money-lessons/lisa-conway-hughes//9780241379349?awaid=3787&utm_source=redbrain&utm_medium=shopping&utm_campaign=css&gclid=Cj0KCQjwvqeUBhCBARIsAOdt45b1hvOZq0ZrDd8E-0f5SlkeaFOpe2z4idqSBILY5Jcz27ku99ezDdEaArucEALw_wcB

About Michelle Lambell: Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Planner in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments. Key discussion points from this episode include: · Why you should seek advice from a pension's specialist. · Michelle breaks down what a pension is. · Whether you should have a pension and when you should start contributing to a pension. · The benefits of contributing to a pension via your employer. · The benefits of contributing to a pension if you are self-employed. · Michelle's advice to a young person who is undecided about opting in to a workplace pension scheme. · Inheritance tax benefits of building up your pension pot. · Michelle's definition of each Wealth Cornerstone. Contact and work with Michelle Lambell: Website: https://tmplimited.co.uk Instagram: https://www.instagram.com/michellelambellmoney/ Work with Tsitsi and follow The Wealth Conversation Book a Power Hour: https://calendly.com/thewealthconversation/power-hour LinkedIn: https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/ Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Download The Wealth Cornerstones Guide: https://thewealthconversation.com/free-guide/

With the cost of living increasing in the UK, today we discuss how the insurance and personal finance professions can highlight the need for customers and clients to ensure they have cover in place and that investments are not being eroded by inflation in a way that damages client's long-term plans. We are joined by Sarah Lord, President of the Personal Finance Society, and Kevin Hancock, Chair of the Society of Insurance Broking. To find out more, visit thejournal.cii.co.uk/podcasts or follow us on Twitter @CIIgroup

I am so happy to have you here today, I am interviewing my good friend, George Kinder. George is known as the father of life planning. He was a financial advisor who wrote this amazing book that impacted me many years ago around The Seven Stages of Money Maturity and inspired my work. And today, we're having a very different kind of conversation because he's talking about his latest book which he is giving away for free. And, it is poetry that's oriented to the present moment. He ended up chronicling with photographs and with these poems over the course of a year what he experiences in the place that he lives on a pond not that far from Walden pond. But how the nature in this seasons affect his life and it's just a really fun conversation. I love George's work, and I know you'll really enjoy it.   He shares with us his insights:   Right and, and I mean it's when you think about each moment is a moment potentially a freedom for you, and if you take more moments in your life and live more freedom in here. Every encounter you make is going to have that in it, and people are going to see that and feel it and spread it in their own way we don't know. It's a mystery how we impact things. And you know if you get lost in the civilization piece of it and think – ‘Oh it's got a loss, got to change or the votes have to go this way'. Well yeah, I mean that's what you're kind of fighting for, in a way. But if there's a certain randomness to it. There's too much energy around the attachment to the result, just do the good work. And, things will come about. Transformation will occur.   And everywhere I go, I make sure this is part of it, because all we need is one piece of legislation that would require this – ‘a fiduciary standard of obligation is required for all institutions – corporate, nonprofit, and governmental to place the interests of all stakeholders of humanity; of democracy; and the living planet that sustains us. First, above their own self-interest so it's where the reason we're seeing this chaos right now is because we've allowed kind of greed and arrogance. We've rewarded more greed and arrogance that we've rewarded wisdom and compassion.   Absolutely, I mean it's something we don't really even fully understand Confucius. I love reading the ancient masters and teachers. And, one of the things that he said he was, he lived in a time when there was tremendous corruption. And I don't know if you know this, but he died thinking that he failed. There was so much corruption in China was at that point in five or six or seven, different warring states, wars, terrorism, terrible stuff. And he figured out how to solve it. And, a lot of it had to do with being good people; being good; being kind; being responsible. And, he was asked once by, you know, kind of the President, or the Emperor, the CEO of this particular state. The guy said, ‘Hey, you know, how can I start my people, they're thieving, and they're taking advantage of each other; and they're rude; and they're all this kind of stuff. How can I stop them from doing that? And Confucius said – first, really very simple, all you have to do is stop doing it yourself'.   Harvard-educated George Kinder revolutionized financial advice for more than 35 years by training over 4,000 professionals in 30 countries in the field of financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor.   George Kinder's latest book, Reflections on Spectacle Pond: The Weekly Edition is available as a free email subscription. Inspired by the 30 years he has spent living at the edge of a small New England pond, the book is a meditative guide to living in nature's cycle, week by week, and moment by moment. Among his seven books, he has written one on mindfulness,  Transforming Suffering into Wisdom, and another book of photography and poetry, A Song for Hana.   Kinder was the first winner of the Financial Planning Association's Heart of Financial Planning Award which recognizes “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”  He has been named “One of the 35 most influential people in financial services,” “One of the top Icons & Innovators in the financial planning industry,” “the first of 15 transformational advisors whose vision most changed the industry,” and has been inducted into the Financial Planning Magazine Hall of Fame. In 2017, he was awarded the Transparency Trophy by the Transparency Task Force. He has appeared on many radio and television programs and his expertise has been featured in The Financial Times, The Wall Street Journal, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, Investment News, and The New York Times.   Kinder is known for his dynamic presentation skills and has given speeches at professional conferences on five continents. He has spoken at Harvard University, Boston College, Coventry University, Merrill Lynch, Smith Barney, Fidelity, Charles Schwab, Allianz, AXA, The Financial Planning Association, The Personal Finance Society, and The National Association of Personal Financial Advisors.   Kinder currently resides in Massachusetts and spends several months per year in London and Hana, Hawaii.   Learn more about George:   Website/Free gift:   https://www.georgekinder.com   Instagram:    https://www.instagram.com/george_kinder   Facebook:    https://www.facebook.com/GeorgeDKinder   LinkedIn:    https://www.linkedin.com/in/george-d-kinder-0749196   Twitter:   https://twitter.com/GeorgeDKinder

This week Sam is joined by Robert Boland, Chartered Financial Planner for Cotswold Independent Financial Services. Robert is also an education outreach ambassador at the Personal Finance Society (PFS) and he shares some of the fantastic work that he is doing to champion the profession and educate the next generation. Robert talks about the highs and lows of his 16-year career in financial services and he's very honest about mistakes and lessons learnt along the way. He also gives some fantastic advice on what sort of due diligence you should be doing on your future employer when looking for your next financial planning opportunity. An interesting conversation, enjoy! We cover: Robert's career journey Being prepared for self-employment Building relationships to generate business What does it mean to be an education outreach ambassador for the PFS? What makes Cotswold Independent Financial Services a good firm to work for? Finding your next financial planning job  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! 

The Chartered Insurance Institute is currently running a consultation which, it says, will help it and its members adapt to the changing world of new technology, more demanding regulation and changing attitudes among consumers.It puts forward proposals about the membership career journey and how the CII's learning and assessment could evolve.But the proposals have sparked some degree of concern among chartered financial planners - particularly since they come so soon after the CII's attempt to deregister the Personal Finance Society earlier this year.This week FTAdviser's digital editor Damian Fantato talks to Alasdair Walker, a chartered financial planner at Handford, Aitkenhead & Walker and chairman of the PFS's practioner panel who was appearing on this podcast in a personal capacity, about what he thinks the CII's proposals get right and wrong.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

PFS Power Podcast - Episode 20 - Carla Brown by Personal Finance Society

PFS Power Podcast - Episode 21 - Amyr Rocha Lima by Personal Finance Society

About Michelle Lambell: Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Coach in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments. Key discussion points from this episode include: · Michelle shares here motivation for pursuing a career in financial services - 02:43 · Why you should seek advised from a pension's specialist - 3:56 · Michelle breaks down what a pension is - 06:22 · Whether you should have a pension and when you should start contributing to a pension – 07:27 · The benefits of contributing to a pension via your employer - 09:14 · The benefits of contributing to a pension if you are self-employed – 11:30 · Michelle's advise to a young person who is undecided about opting in to a workplace pension scheme - 13:43 · It is never too late to start contributing to a pension - 15:05 · Inheritance tax benefits of building up your pension pot - 16:45 · Michelle's definition of each Wealth Cornerstone – 17:41 Contact and work with Michelle Lambell: Website: https://tmplimited.co.uk Instagram: https://www.instagram.com/michellelambellmoney/ Follow The Wealth Conversation: Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Connect with Tsitsi at www.thewealthconversation.com

PFS Power Podcast - Episode 19 - Catherine Morgan by Personal Finance Society

PFS Power Podcast - Episode 18 - Gretchen Betts by Personal Finance Society

PFS Power Podcast - Episode 17 - Will Robins by Personal Finance Society

PFS Power Podcast - Episode 16 - Tamsin Caine by Personal Finance Society

PFS Power Podcast - Episode 15 - Faith Liversedge by Personal Finance Society

The gap between those who need advice and those who can access it - the so-called 'advice gap' - is one of the long-standing conundrums the financial advice profession has faced.For some advice firms, the solution is to encourage more people into the profession to level out the supply and demand imbalance which has led to a surge in the number of advice academies being launched.So what role do these academies - many of which are associated with large, vertically integrated advice firms - have in the future of the advice profession? And what can individual advisers do to help expand the profession?This week FTAdviser senior reporter Sonia Rach is joined by Sarah Lord, president of the Personal Finance Society, and Matt Jordan, academy development manager at Openwork, to find out more about what the industry is already doing and what it could do more of.They discuss the growth of academies in the industry, whether it will help close the advice gap, what the next generation of clients will need and the importance of teaching soft-skills.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

PFS Power Podcast - Episode 14 - Julie Littlechild by Personal Finance Society

PFS Power Podcast - Episode 13 - Pete Matthew by Personal Finance Society

Podcast: PFS Power PodcastEpisode: PFS Power Podcast - Episode 11 - Brett DavidsonPub date: 2021-06-03PFS Power Podcast - Episode 11 - Brett Davidson by Personal Finance SocietyThe podcast and artwork embedded on this page are from Personal Finance Society, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

PFS Power Podcast - Episode 12 - Keith Richards by Personal Finance Society

This week the FTAdviser Podcast speaks to Keith Richards, the chief executive of the Personal Finance Society, who will be standing down at the end of this month after nearly nine years in the role.During this time he was involved in the Financial Advice Market Review process, he established the PFS's pro-bono advice schemes and helped set up the European Financial Planning Association.He joins FTAdviser digital editor Damian Fantato to discuss his time at the PFS and what comes next for the organisation and the advice profession.They discuss the FAMR process, why it didn't live up to expectations and whether the government is likely to take another look into reforming the advice market. They also discuss the growth of professionalism in the advice sector and what it ought to focus on next. Richards also touches on the future of the PFS and seeks to reassure advisers over what might come next.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

In this episode I chat to Sarah Lord who shares her journey from a Medical Biochemistry degree, to Financial Planner, to President of the Personal Finance Society (PFS) via the Middle East! Sarah found financial services and financial planning soon after leaving University where she quickly saw the good that money, well managed, can do. Her experience has included working for an insurance company, a small IFA, an Investment Manager, an accountancy practice and latterly a national financial services ‘consolidator'. All of which provided a solid grounding for her current Presidency role. We discuss Sarah's passion for Financial Planning and to improve the public's confidence around money; the lessons she learned from her parents; juggling work, children and family commitments; educating her children around the value of money and the yin and yang of married life. Finally Sarah shares her best money purchase for around £30 and her Money Pearls of Wisdom. Sit back, grab yourself an espresso (or drink of your choice!) and enjoy the conversation. Sarah can be found on LinkedIn here - https://www.linkedin.com/in/sarahlord/ or at The Personal Finance Society - https://www.thepfs.org/about-us/governance/meet-the-board/sarah-lord-biography/ Find out more about Go Henry and educating children around money here - https://www.gohenry.com/uk/ If you would like to talk about your money matters do feel free to contact me at: • Twitter - https://twitter.com/RuthSturkey • LinkedIn - https://www.linkedin.com/in/ruthsturkey

PFS Power Podcast - Episode 11 - Brett Davidson by Personal Finance Society

PFS Power Podcast - Episode 10 - Chris Budd by Personal Finance Society

FIGURING MONEY OUT 5 part mini-series Episode Three Savings and Mortgages with Lisa Conway-Hughes   Lisa Conway-Hughes is a Chartered Financial Adviser and a Fellow of The Personal Finance Society. Lisa joined the financial industry 15 years ago. Lisa, also known as Miss Lolly, writes, speaks, tweets, and blogs on all things money related. Lisa is passionate about making financial education open to all and loves taking the jargon out of the financial world. Lisa is the author of Money Lessons and features regularly as a media expert in the female press and newspaper as well as the BBC News. A little bit of knowledge is all you need to make a start in getting your finances under firm control. Strong financial foundations will help you to enjoy the standard of living you want for yourself and your family, now and in the future. But money matters are forever changing, just like your financial priorities, which means you need to be continually learning – and that’s what misslolly.com is here for.   In this episode we discuss: Why we should be saving (1.30) Where should we put our savings? (3) How to become a saver without actually trying (3.20) Premium Bonds explained (5) Can I open a savings account with a different bank? (7) Building the internal dialogue of “I am a saver” (9) Saving goals (9.45) Saving fast vs saving slow (12) ISAs and LISAs - tax-free but capped (14.15) Personal savings allowance (16) Bonuses (25% up to £4k PA) with ISAs and LISAs (17.40) Level of tax you pay; understanding where is best to put your money (19) Stop fearing people in the financial world (22.45) Feeling empowered as a woman with money (24) At what point should you start working with a financial advisor? (27.30) Financial advisors are not scary but choose the right one (29.30) A checklist for choosing a financial advisor that’s right for you (31.30) Mortgages; where to start? Employed vs self-employed (35) It’s more than just buying the bricks - you need somewhere to sit (37.30) Using mortgage brokers instead of just going straight to your bank (39) Mortgage plans and remortgaging (41) Lisa advising Verity on buying first property after 35 and how this affects retirement (43.20) Working out the maths on a mortgage (45.20)   Connect with Lisa Miss Lolly website Money Lessons {book} Ladies Fiance Club podcast Ladies Finance Club Membership Instagram   Resources mentioned Coventry Regular Savers Account Premium Bonds The Automatic Millionaire {book} Trustnet.com Have some feedback, a question you would like us to answer or a topic suggestion? Drop us an email at freeandfiguringitout@gmail.com   Follow us https://www.instagram.com/freeandfiguringitout/    Your hosts are... Charelle Griffith (she/her), 32, is a marketing strategist for coaches and consultant, and founder of PropelHer (an online platform and book club for ambitious women). Connect with Charelle on Instagram. Verity Brown (she/her), 34, is a northerner, proud queer woman and the founder of The Authentic DatA Revolution (tadar.org) Connect with Verity on Instagram.   Disclaimer: All information provided by Free and Figuring It Out is for informational and educational purposes only and does not constitute financial advice. Free and Figuring It Out provides general information only and does not provide individual advice. For individual financial advice about your circumstances, please refer to an independent financial advisor.

PFS Power Podcast - Episode 9 - Cathi Harrison by Personal Finance Society

PFS Power Podcast - Episode 8 - Rohan Sivajoti by Personal Finance Society

Kusal Ariyawansa is an adviser and mentor to business owners and families. He specialises in accelerating the development and attainment of their financial goals and aspirations. 20+ years in the profession he is the current chairman for the Manchester region of the Personal Finance Society and is the Chartered Champion “don't become an entrepreneur to just make money. Instead, if you focus on your customer and their entire experience money will naturally follow. Remember my three pillars for a purposeful life… Make sure that you find that purpose in whatever you do because you see a life of purpose will reveal the purpose of life”…[Listen for More] Click Here for Show Notes To Listen or to Get the Show Notes go to https://wp.me/p6Tf4b-lxx

PFS Power Podcast - Episode 7 - Duncan Parkes by Personal Finance Society

PFS Power Podcast - Episode 6 - Natalie Wright by Personal Finance Society

PFS Power Podcast - Episode 5 - Alasdair Walker by Personal Finance Society

Last month marked five years since the final report of the Financial Advice Market Review was published.The review was commissioned by HM Treasury to find measures to close the advice gap and enable the development of affordable and accessible financial advice - but in the five years since not much has changed and by some measures the advice gap has actually grown. And earlier this year the government was forced to admit one of the measures introduced following the review - the pensions advice allowance - was not working and would be reviewed.This week, FTAdviser digital editor Damian Fantato is joined by Personal Finance Society chief executive Keith Richards and Prakash Chandramohan, strategic policy director at Tisa, to discuss what can be done now about the advice gap.They discuss whether the answer is more advice or more guidance, what role advisers and providers have to play in closing the gap and what barriers exist to preventing the advice gap from being closed.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

PFS Power Podcast - Episode 4 - Damien Rylett by Personal Finance Society

PFS Power Podcast - Episode 3 - Neil Parker by Personal Finance Society

PFS Power Podcast - Episode 2 - Ruth Sturkey by Personal Finance Society

PFS Power Podcast - Episode 1 - Anthony Villis by Personal Finance Society

If you’re a business owner with a dream of selling your business, so you can enjoy financial freedom, then you need a plan. Knowing your number – how much you need to realise from the sale of your business – is essential. Equally as important is knowing what you will be doing next with your life. My guest on the podcast today is Adam Carolan, a Chartered Financial Planner and Fellow of the Personal Finance Society. Adam is author of Wealth Planning for Business Owners: Know your number, plan your exit and enjoy financial freedom. In our conversation today, we cover: -Adam’s Two Circles Principle, understanding the importance of connecting business goals and personal financial goals. -Why you need a Pitch Deck not a business plan -An effective framework for realising the value of your business and achieving your personal objectives too. -The importance of core value in your business and in your life. And much more too. Here’s my conversation with Adam Carolan, author of Wealth Planning for Business Owners, in episode 537 of Informed Choice Radio.

In this episode of the podcast, we are talking about reskilling for a career in the financial planning and insurance professions. We are joined by Sarah Lord, President of the Personal Finance Society, and Steve Jenkins, Development Director at the CII. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

In this episode of the podcast we are talking about supporting colleagues with their mental health. We are joined by Julie Page, President of the Chartered Insurance Institute, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion. Time and resources play a big part in this,  there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.  What's the solution?The brand new game-changing  'Practical investment Planning'  an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd. In this episode we cover:How this will make you more marketable as a candidate, securing more job offers! especially if you are transferring from another profession. Why every company needs to make this part of their PDP framework, your staff will love you for this! and you will be better positioned for the future fight for talent.a complete run-through of the qualification, what you will be doing, and the amazing coaching and training provided by Michael Pashley. How much it costs, how long it will take. How the evidence gathered during this qualification will help speed up the competent adviser status process. Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube  for extra content about a career within financial  Planning  click herebelow are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.Financial Planning Qualifications guide  = Click here -Financial planning Salary Guide = Click here -if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  - Click Here  - -    

Welcome to this week's episode of The Mindset Mentor Meets Podcast which hears Angela interviewing Chris Broome, Founder at Longhurst. About our guest With over 15 years' successful experience Chris holds the prestigious Chartered Financial Planner accreditation. He is also a Fellow of the Personal Finance Society; the highest academic honour bestowed by the Chartered Institute. Chris is deemed a Pension Transfer Specialist and Later Life expert by our regulator. He also holds advanced qualifications in Tax and Trust Planning, Investment Planning, Discretionary Investment Management, Securities Advice & Dealing, Mortgage Advice, Equity Release and Long Term Care. Chris is a member of the Chartered Insurance Institute (CII) and maintains a Statement of Professional Standing. He is also the Chartered Champion and Education Officer for the Personal Finance Society (PFS) region he represents, supporting others with their career and academic development. Chris is passionate about all things travelling and the great outdoors. Striking a balance between his private life and work is important to Chris, as is practicing what he preaches, so when he downs tools he will often be found on top of a hill or by the coast. A huge sports fan, he loves to watch his beloved Liverpool FC, as well as soaking in as much boxing, motorsport, and ultimately any other sport he can. He's also a huge tech fan; avid podcast listener; and book reader. About this show Chris openly shares how he really likes winning and feeling acknowledged and this goes back to his childhood and he remembers fondly his achievements from those days.  He is full of pride for Longhurst and the awards they have achieved. The company website won website of the year award and was inspired by his late mother.  Chris says that relentless is a good way to describe his work ethic which is in all aspects of his life and business. He says he has to lead by example and that this means the company attracts the right people. When he encounters challenges he says there are two choices, you either wallow or you manoeuvre around it. He chooses to manoeuvre which although is sometimes hard has given him confidence over the years.  An uplifting and inspiring half hour. Follow Chris https://www.linkedin.com/in/chrisbroomefinancialplanner/ About the Host Angela Cox, Mindset Mentor is an award-winning behavioural change life coach. She works with leaders and professionals helping them to stop being stuck, build the belief and unleash their absolute potential. To find out more about working with Angela visit http://www.angela-cox.co.uk To follow on social media http://www.linkedin.com/in/angelacoxmindsetmentor  http://www.instagram.com/mindset_mentor_angela_cox http://www.facebook.com/mindsetmentorangelacox You can purchase Angela's book, Enough here... https://www.amazon.co.uk/Enough-proves-achieve-anything-believe-ebook/dp/B07D3RZH8J/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1585036301&sr=8-4

In this episode of the podcast we are talking about building financial resilience and helping vulnerable clients. We are joined by Robin Melley, Chartered Financial Planner of the year 2020, and founder of Matrix Capital, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

On today’s show we will be talking to our guest Martin Bamford.  Martin has been a Financial Planner for more than 17 years, working with a wide range of clients to help build, manage, and protect their wealth. He’s a Chartered Financial Planner, Fellow of the Personal Finance Society, and published personal finance author, hosting the Informed Choice Radio podcast and a digital marketing specialist and professional photographer.

In this episode of the podcast we are talking about how financial advisers are adapting to the new normal. We are joined by Sarah Lord, President of the Personal Finance Society and Chief Client Officer of Succession Wealth, and Keith Richards, chief executive of the Personal Finance Society.

Fixing regulatory fees is an urgent issue - but only part of the problem, according to guests on the latest FTAdviser Podcast. The entire system of financial regulation in the UK is "broken" and needs to be fixed with a wholesale, root-and-branch review of the retail financial market and the advisers who serve consumers in this space.Joining Simoney Kyriakou, editor of Financial Adviser, to discuss the issues on this podcast are Gemma Harle, managing director of Quilter Financial Planning, Rob Sinclair, chief executive of the Association of Mortgage Intermediaries; Tim Fassam, director of government relations and policy at Pimfa; and Keith Richards, chief executive of the Personal Finance Society. The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

The ethnic minority wealth gap in the UK is wider than any other, and especially so for Black women. Black households are less likely to be home owners and Black households are disproportionately affected by debt. This week Financial Adviser editor Simoney Kyriakou is joined by a panel of experts to discuss what action is needed to prevent women from Black and ethnic minority communities in the UK from being consigned to financial hardship and a poor retirement outcomes. She is joined by Thomas Lawson, chief executive of Turn2us; Davinia Tomlinson, founder of Rainchq; and Emma Hughes, communications director for the Personal Finance Society. They discuss the importance of accessible financial education, the structural inequalities in the UK's social security system and why a more diverse financial advice profession will help address this wealth gap.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

In this episode, David Scarlett talks with Michael Smith, CEO of Chamberlyns. Michael started his firm at the tender age of 25. He made his first acquisition at age 26. He's a Chartered Financial Planner and Certified Financial Planner, and a Fellow of the Personal Finance Society.

Inspiring Leadership - Tina Weeks by Personal Finance Society

Inspiring Leadership - Marlene Outrim by Personal Finance Society

My guest on the podcast today is Adam Owen, Curriculum and Training Director at NextGen Planners in the UK. Adam is currently President of the Personal Finance Society, the largest professional body for retail financial advisers in the UK with more than 40,000 members and the largest issuer of Statements of Professional Standing for financial advisers. Adam joined the profession in the mid-1990s, and he held advisory roles within direct sales and the IFA sector providing technical compliance support to both directly authorised firms and networks. He was a founding Director of the support provider EQI Consultancy and held a variety of senior compliance and supervision positions. More recently, he's focused on developing career pathways throughout the profession, becoming a Chartered Insurance Institute and Personal Finance Society accredited trainer. And indeed, this year he is the President of the Personal Finance Society, where his leadership is training up the next succession of leaders within the profession. Here’s my conversation with Adam Owen in episode 14 of Island Influencers.

With advisers considering how to make their businesses last not just for their own lifetimes but also for succeeding generations, having a clear-cut plan to pass the baton is a business necessity.Even more than that, it is becoming a regulatory imperative for business owners to define and clarify how their clients will be handed on to the next generation of financial advisers, whether that is selling the firm or keeping it independent.This week, Keith Richards, chief executive of the Personal Finance Society, and Paul Morrish, main board director of Succession Holdings, talk to Financial Adviser editor Simoney Kyriakou on the dos and don'ts of succession planning for advisory firms.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

Inspiring Leadership - Jo Little by Personal Finance Society

Inspiring Leadership Sharon Sutton by Personal Finance Society

In this episode of the CII Radio podcast we're talking about what the FCA expects of financial advisers during the coronavirus outbreak, and are joined by Rory Percival, Regulatory expert, and Keith Richards, CEO of the Personal Finance Society.

As the national lockdown continues the latest socially-distanced edition of the FTAdviser Podcast looks at the impact of the coronavirus on advisers as individuals, businesses and as part of a wider industry. We also hear about the knock-on-effect the pandemic has had on an already hardened professional indemnity insurance market. Rachel Mortimer, senior reporter at FTAdviser, discusses 85-year-old "Zooming" clients and how advisers have responded to the logistical and financial challenges of the pandemic with Keith Richards, chief executive of the Personal Finance Society. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

POWER Podcast launched today on pfspower.org, the Personal Finance Society's POWER of Financial Planning website. David Scarlett, The Soul Millionaire, begins a series of conversations with Inspiring Leaders. The first is with Alan Smith, CEO of Capital Asset Management, a Financial Planning firm established in the City of London in 2004. Key learning points: -The importance of making culture the conscious written foundation for any attractive business. -The exponential benefit of attracting, recruiting and nurturing a team of ‘A-players'. -How to get out of the way of your team's potential. -How to develop a scalable, sustainable business by nurturing tomorrow's talented leaders.

As advisers get used to working from home, the latest socially-distanced edition of the FTAdviser Podcast looks at how this could affect the service they offer and how advisers can turn it into a positive by working on their business rather than just in it. Damian Fantato, digital editor of FTAdviser, discusses video calls, paperless processes and where this will lead with Adam Owen, president of the Personal Finance Society and director of NextGen Planners, and Alasdair Walker, a chartered financial planner at Handford Aitkenhead & Walker. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. The next episode will be released on April 17, 2020 - after the Easter break. See acast.com/privacy for privacy and opt-out information.

In this episode of the podcast, we're joined by Keith Richards, director of engagement at the Chartered Insurance Institute and CEO of the Personal Finance Society. We discuss the operations of the CII internationally, and the opportunities for the PFS overseas. To find out more about this podcast and for useful links, visit thejournal.cii.co.uk/podcasts.

The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues. With reports estimating that 60 per cent of the nation's wealth will be in the hands of women by 2025, coupled by ongoing issues over gender-related pensions and savings gaps, how can financial advisers meet these challenges to help secure a better financial future for female clients? Speaking with Financial Adviser editor Simoney Kyriakou on this podcast is Emma Hughes, communications director for the Personal Finance Society and the Chartered Insurance Institute; Emma Morgan, portfolio manager for Morningstar; and Helen Morrissey, pensions specialist for Royal London. See acast.com/privacy for privacy and opt-out information.

Brian Dennehy's extensive experience as an investment professional stretches back to 1987 - a birth of fire! His long-term commitment to uncovering outstanding investment solutions is evidenced by his media coverage week after week for more than 20 years - in The Times, Telegraph, Financial Times, What Investment and Mail on Sunday among others. Plus TV and radio appearances including BBC and Sky. With more than thirty years' experience in the investment and financial services industry, he is passionate about achieving the best possible outcomes for clients through ground-breaking research. He was a co-founder of independent financial advisers and chartered financial planners Dennehy Weller & Co, and more recently founded the online fund research and dealing hub FundExpert. He has been the main contributor to the acclaimed TopFunds Guide since its launch in 2002, has been writing editorial for Smaller Company ShareWatch since its inception, and used to regularly write on traded options. Brian's idea of fun is taking part in challenges such as the grueling Marathon de Sables, ice-climbing in the Scottish mountains, with the odd triathlon thrown in for good measure! However, encouraged by his physiotherapist, he thought it was time to write a book and give something back to both the clients and the industry who have treated him well. Brian is a law graduate, Fellow of the Personal Finance Society, and a Chartered Financial Planner. State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Brian Dennehy Psychology of the Stock Market PDF: https://bit.ly/36NQWos Graham or Growth: https://resoluteoptimism.bailliegifford.com/will-the-mean-revert/ Major Recessions – Christopher Dow: https://amzn.to/2vElPi4 Zero Days – film: https://imdb.to/2uSC2A3 Paul's Media pick Joe Rogan Experience James Wilks & Chris Kesser : Game Changers Debatev https://youtu.be/s0zgNY_kqlI Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the first episode of the year, the Personal Finance Society's director of policy Matthew Connell, and chartered financial planner Darren Cooke discuss what advisers can expect in 2020 and the coming decade. Mr Connell said this year might see adviser liabilities addressed, while Mr Cooke discussed the growing importance of financial wellbeing for advisers. See acast.com/privacy for privacy and opt-out information.

In this episode of the podcast, we're joined by Keith Richards, CEO, and George Tsounias, Education Engagement Relationships Manager, both of the Personal Finance Society. We talk about the My Personal Finance Skills initiative. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast, we're joined by Adam Owen, president of the Personal Finance Society. We talk about his future year in office. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of CII Radio, we're joined by Keith Richards and Sainesh Dar. Keith is Managing Director of Engagement at the Chartered Insurance Institute and CEO of the Personal Finance Society. Sainesh is CII Regional Director for the South Asia region. We discuss the regulatory landscape of the insurance profession, both in the UK and internationally, and how leveraging reform can have a positive impact on the industry overall. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

Advisers are no stranger to the PFS. With its royal charter to ‘secure and justify the confidence of the public’, this professional body is committed to helping its members develop their careers and maintain high standards through competence, integrity and care for the customer. Under the leadership of Keith Richards, the society has focused on three key pillars: (1) greater member engagement, (2) involvement in regulatory and public policymaking and (3) engaging the public to raise awareness about the high-quality service available. In this week’s episode, I talk to Keith about how advisers can demonstrate real value for their clients, the booming market for advisers overseas and the demand for well-qualified professionals, and of course, costs and regulation. From the Pension Transfer Gold Standard to the amazing pro-bono community work its members can take part in, our conversation covers almost everything about what it means to be an adviser today and his prediction that we’ll still see some of the family names above advisory firms still there in 100 years’ time. Find out more about the work of the PFS here: https://www.thepfs.org/ (https://protect-eu.mimecast.com/s/NVMxCKZ2oT5YXwSM-o2u?domain=thepfs.org) ·           Keith Richards, CEO, The Personal Finance Society ·           Mark Chappel, Senior Content Manager We want to hear from you! Email us at mark.chappel@lgim.com (mailto:mark.chappel@lgim.com) with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Keith Richards, chief executive of the Personal Finance Society, and Brian Boehmer, a partner at Lockton specialising in professional indemnity insurance, discuss how the hardening of the PII market is affecting advisers. They also discuss how advisers can navigate the PII market and how insurers are changing their policies. See acast.com/privacy for privacy and opt-out information.

If you spent one hour a month nurturing your finances for the next twelve months, how would you feel this time next year? What would be different? Mapping out a plan for achieving your big goals and managing everyday spending is the goal of Money Lessons, the new book from financial expert Lisa Conway-Hughes. Lisa is a qualified Financial Advisor with fifteen years' experience and a Fellow of the Personal Finance Society. She blogs as her alter ego Miss Lolly, offering unbiased financial wisdom, especially for younger women. Lisa's opinions have featured in the Guardian, Financial Times, Telegraph, Independent, Glamour and Citywire as well as on BBC News, discussing subjects such as The Budget. She gives regular corporate talks and has recently started a podcast called 'She's On The Money'. Here's my conversation with Lisa Conway-Hughes, Miss Lolly, in episode 435 of Informed Choice Radio.

The way in which we choose to invest our money can have a much bigger impact than we might realise. Money can be a force for good, encouraging positive change in the world, as well as being a force for evil; funding distasteful or outright damaging activities. My guest on the podcast today is Olivia Bowen, a Partner in Financial Advice at Castlefield. Olivia is a graduate of Manchester University, joining Castlefield in 1999. As a Partner in their financial advice arm, she's helped clients invest many millions of pounds into ethical investments whilst assisting them to meet their financial and personal objectives. Olivia advises on all aspects of financial planning. She has advanced qualifications in Taxation & Trusts, Investment & Risk and the Financial Planning process. She's also an award winning adviser, as winner of the Personal Finance Society’s Investment Specialist of the Year Award 2017. Olivia has appeared on Channel 4’s award winning investigative current affairs programme Dispatches, BBC’s Rip off Britain and has also been an expert guest on Radio 4’s Moneybox. In our conversation today, we take a deep dive into 'thoughtful investing'. We talk about the difference between screening investment opportunities for negative and positive factors, whether this approach towards investing money increases the level of risk involved, and how investors can get started with a more thoughtful approach. Without further ado, here's my conversation with Olivia Bowen, all about thoughtful investing, in episode 325 of Informed Choice Radio.

Podcasting live from Insuring Women's Futures Live 2018, Michelle and Martin chat with Sharon Sutton, President of the Personal Finance Society (PFS) and Managing Director of Thornton Associates Ltd, Chartered Financial Planners.

Whether it’s affording the basics in life, feeling more in control of your money, or balancing today’s spending needs with those in later life, many of us struggle to manage our finances as well as we would wish. My guest on the show today is Jason Butler, author of a new book called Money Moments: Simple steps to financial well-being. Jason is a Fellow of both the Personal Finance Society and Chartered Institute for Securities & Investment. Before becoming a full-time author, speaker and investor, he had a 25-year career as a successful financial adviser. He now focuses on speaking and writing about financial and personal wellbeing, as well as being an angel investor to various innovative financial technology start-up businesses, something we cover in our conversation today. Jason is the author of five personal finance and self-improvement books and is a columnist for the Financial Times, where as ‘The Wealthman’, he writes about personal finance related issues. He also provides expert comment on personal finance to the BBC and Sky and a range of other publications, media and websites. Here’s my conversation with Jason Butler, author of Money Moments, in episode 308 of Informed Choice Radio.

Martin talks to Hayley Tink from Almary Green about the role our behaviour plays in making financial decisions and being a money coach. Hayley has been an adviser with Almary Green since 2009 and started her financial advising career in 2004. Hayley is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible level of qualification for a financial adviser. She has won several awards for her examination achievements. She is a member of the Society for Later Life Advisers, and specialises in this area of advising clients in later life, including in relation to care fees planning and providing advice to those acting under powers of attorney. She is also an Affiliate member of the Society for Trust and Estate Practitioners, (STEP) having achieved in 2011 a STEP Excellence Award for her top mark in the country in the STEP Certificate for Financial Services (Trusts and Estate Planning). Hayley reached the pinnacle of her achievements so far in November 2012 by winning the prestigious Chartered Financial Planner of the Year award. Most recently, Hayley has trained as a Certified Money Coach (CMC)® with the Money Coaching Institute. One of the few advisers in the UK to also be trained as a behavioural money coach, Hayley is able to bring a new dimension to her financial advice work, as well as providing stand alone money coaching sessions for those who wish to understand the psychological dimension of their own relationship to - and patterns over - money. In her spare time Hayley enjoys yoga and meditation as well as playing tennis and the piano (both badly!). She also loves to read and is always curious to learn something new.

Sharon Sutton, new President of the Personal Finance Society, chats to Martin about her role and the vision for Financial Planning in the UK. Sharon is Managing Director of Thornton Chartered Financial Planners and is from the Isle of Man where she was the first Chartered Financial Planner. She believes in educating people to take control of their lives through financial planning so they can achieve their dreams and don't run out of money. She achieved Fellowship of the Personal Finance Society in 2011 and joined the Board in 2012. Her main goal as President for the year 2017/18 is to advance the practice and profession of financial planning so to encourage members and the wider personal finance profession to embrace the use of such tools and techniques that may help them and their clients achieve excellent outcomes. Part of this has been the recent formation of the PFS Financial Planning Practitioner panel which she feels privileged to chair. Wednesday 10:10 - 10:20 President's address In this president’s address for the year, we look forward to hearing her key themes and her vision for Financial Planning.

Today on PFS Festival Radio, I'm joined by Sharon Sutton, managing director of Thornton and incoming President of the Personal Finance Society. Find out more about Sharon - https://www.thorntonfs.com/sharon-sutton/ Follow Sharon on Twitter - https://twitter.com/sharonsutton99/ Find out more at www.pfsfestival.org/explore/festival-radio.

Keith Richards, chief executive of the Personal Finance Society, joins Martin on Festival Radio today to talk about his priorities at the PFS, what inspired the idea behind The Festival of Financial Planning, and what he's most looking forward to at The Festival. Find out more at www.pfsfestival.org/explore/festival-radio.

In this week's Isa special podcast Sarah Lord, board director of the Personal Finance Society, explains some of the ways you can use an Isa for your saving and investing goals. The IC personal finance team also explain what the different types of Isa are, and how you can buy one in the most cost effective way. See acast.com/privacy for privacy and opt-out information.

In this bonus episode of the Informed Choice Podcast, Nick chats to Keith Richards, Chief Executive of the Personal Finance Society, about Chartered Financial Planner status. Keith Richards has over 30 years experience within financial services operating at executive level across both manufacturing and distribution. He has an established media profile and is a visible figurehead within the intermediary sector, regularly called upon for comment on UK financial services matters both home and abroad. Keith was appointed Chief Executive of the Personal Finance Society in May 2013. In addition to guiding the strategic evolution of the society he has evolved a greater government and regulatory engagement, brought about enhancements to membership benefits and its national CPD programme and introduced a number of key consumer facing initiatives - the Consumer Confidence and United Profession Campaigns being such initiatives that have been embraced by the majority across the advice profession. Nick spoke to Keith Richards about the Personal Finance Society and how it differs from a trade body. They talk about what individual financial advisers have to do in order to become a Chartered Financial Planner. There is also a chat about what firms need to do in order to qualify for corporate Chartered status, with even higher standards being introduced from next year. Nick asks Keith what value the Chartered Financial Planner status delivers to the consumer of retail financial services and what he feels the future looks like for consumer access to professional financial advice. Find out more about the Personal Finance Society at www.thepfs.org or visit their consumer website at www.thepfs.org/yourmoney Martin and Informed Choice Martin Bamford is a Chartered Financial Planner, Chartered Wealth Manager and SOLLA Accredited Later Life Adviser. As Managing Director of Informed Choice, the award-winning firm of Chartered Financial Planners in Surrey, he is responsible for nearly £200m of client assets. Martin is the author of several bestselling personal finance books and produced his first feature-length documentary in 2014, about the post-war Baby Boomer generation in retirement. “Bamford excels at making even the dullest topics interesting” – Pensions Management Visit www.icfp.co.uk to find out more about Informed Choice, or follow us on Twitter at www.twitter.com/informedchoice.

Hello and welcome to a special bonus episode of the Informed Choice Podcast. In this episode, you will hear Informed Choice executive director Nick Bamford delivering a presentation live at the Personal Finance Society 2015 National Financial Planning Symposium. This presentation was recorded live at the International Conference Centre in Edinburgh on 26th November 2015. The title of Nick’s talk is Building a professional adviser practice - three components of success. Within this presentation, Nick shares the importance of having robust systems and processes, the value of teamwork and building your own brand. Here are the slides which accompany this presentation: Building a professional adviser practice - three components of success from Informed Choice Thank you to the Personal Finance Society for providing this audio and giving us their permission to reformat this into a bonus podcast episode. This episode of the Informed Choice Podcast is likely to appeal mainly to Financial Planners and Wealth Managers, but for our usual audience it will also hopefully be of interest, giving you a real insight into the inner workings of a firm of Chartered Financial Planners. Help us spread the word! If you enjoy the show, please subscribe in iTunes and write us a review! Reviews really help us stand out from the crowd and reach more listeners.