What is Financial Planning? FPSB defines financial planning as a “process of developing strategies to help people manage their financial affairs to meet life goals.” CFP UK CISI Level 7 Case Study Certified Financial Planner Tips
Help is Here We have lots for SME financial planning businesses and individuals who want to gain the Certified Financial Planner designation in the UK. CISI Level 7 Case Study
Gifting The impact of family gifting during the pandemic is wider than just the money - details show that 15% of parents expect to provide family aid.
Video Tips & Guides for Passing Your CFP Assessment We also create YouTube Videos to give practical help and tips for passing your CFP Assessment as well as more information on what we are doing. Certified Financial Planner Tips
Our Story Jackie has worked in financial services since 1988, in technical and client-facing roles, here's how this beginning led to Lockie Consultancy.
Trouble Ahead? What's on the horizon for the financial planning profession? With big and small firms facing junior staff loss, here are some considerations. CFP UK
The Future What does the future of the financial planning profession look like? Let's look at a few things we financial professionals need to consider.
