Six roles of a Financial Planner: What they do and how they can help

A financial planner wears many hats and plays numerous roles in order to help you achieve financial goals

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Joanne Dale: Taking clients on a journey of discovery

Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients to digest. She says this is vital when creating a financial plan.

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Tara Dixon: Financial advice is a family affair

For Tara, helping people make the most of their financial plans, and look after their financial future, is in her DNA

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Sabrina Bailey: It’s not all about the numbers

Sabrina's journey into the financial planning industry was a serendipitous one, shaped by her background and a deep-rooted desire to make a difference in people's lives.

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Chris Masley: Business protection for small businesses

Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration

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Chris Masley: Guiding clients towards a secure future

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

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Nick Cohen: helping new generations benefit from having a financial plan

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

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Financial planner, Jacob Rudman, talks about putting risk into perspective

Jacob understands the need to consider risk carefully. He explains more about the risks people should be taking, and the risks to avoid.

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Paul Cullen IFA

Paul Cullen: the family man who loves shaping life plans

Paul says good financial advice is about helping people make level-headed decisions to secure the future they want for themselves

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Aidan Place – finding the balance between living today and planning for tomorrow

My job is to encourage people to talk about the issues they’re facing and give them different options that help them get the most out of life

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