The Power of Financial Planning
22nd August 2018
Our picture shows Adrian Quick chairing a POWER Live Financial Planning day for Personal Finance Society members. Presentations were given by leading financial planning practitioners, all passionate about sharing financial planning techniques, skills and processes with fellow financial planning practitioners and advisers.
It was the first of a programme of Personal Finance Society financial planning events due to take place over the next year around the UK. These events are for financial advisers who understand the POWER of financial planning to change their clients’ lives for the better. This is also supported by POWER Financial Planning good practice guides.
Adrian is one of 13 members of the Personal Finance Society Financial Planning Practitioner Panel all chosen after a rigorous application process. The Panel meet quarterly to discuss and offer guidance about financial planning good practice.
The Personal Finance Society is the professional body for the financial planning community and part of the Chartered Insurance Institute (CII). The CII exists to promote higher standards of integrity, technical competence and business capability and is one of the largest examination awarding bodies in the UK. It awards the Chartered Financial Planner Status which HarperLees is proud to hold.