As a result of my extensive experience both as a practitioner and as an acedemic contributor I am considered to be the UK's leading authority in the field of Financial Planning education. My recent work in this field has focused on identifying, defining and establishing the role of Professional Personal Mentoring This new field builds on the exisitng disciplines of life and financial planning Following the successful launch in 2011of the world's first MSc programme dedicated to the specialist area of financial planning and business managment in which I was heavily involved in creating the programme, my company, The Financial Planning Training Company Ltd is about to launch a major new training and development initiative entitled "Beyond The Money". In recognition of the fact that for many practitioners the American style "Life Planning" propositions that are currently available on the market do not bridge the significant cultural gap. This new initiative is designed and built in the UK, for UK planners and their clients.Details will be available shortly in the press regarding the launch events but if anyone connected via linkedin wants advance notice please get in touch
Listed skills include Strategy, Strategic Financial Planning, Wealth Management, Coaching, and 35 others.