The Financial Planning Club

PINCH US! Last night we were recognised in the Best Adviser Support category at the Professional Adviser Awards. Absolutely blown away. I dont think it's sunk in for us yet. To be alongside so many incredible businesses last night was just amazing. We'll be soaking this in for a few days for sure Lee Old-Amanda Ford-Lewis Byford #paawards2025 #professionaladviser #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners #thriveasanifa 

Ever been unsure where you stand with restrictive covenants? 📃 In tomorrows episode of the Financial Planning Podcast, I spoke with Lucy Tarrant, Solicitor and Managing Director at Cognitive Law Limited , about something many business owners and employees face—but few fully understand: post-employment restrictions. What makes Lucy’s take so unique? She’s seen it from all angles— ✅ as the employee being sued ✅ as the employer protecting their business ✅ and as the solicitor advising on both sides If you're running a firm - or planning your next move - this is a conversation worth tuning in for. 📅 Full episode drops tomorrow 🎥 Catch the teaser below! The Financial Planning Club #FinancialPlanningPodcast #RestrictiveCovenants #EmploymentLaw #BusinessProtection #FinancialAdvisers #Entrepreneurs #FinancialPlanningClub #Connect #Collaborate #Empower

It’s the start of a new month (and yes, April Fool’s Day is tomorrow😅)… Here’s what’s going on in The Club this week 👇 🔹 Tuesday 1st April: A brand new episode of The Financial Planning Podcast goes live 🎙️ We're chatting with Lucy Tarrant from Cognitive Law Limited One not to miss! 🔹 Friday 4th April: Our Friday Webinar Series continues at 10am, and this week we’re diving into: Assumption-Based vs Evidence-Based & Stochastic Cashflow Modelling We’ll explore how different approaches to cashflow modelling impact retirement planning, risk assessment, and client confidence. 💡 Featuring: Bouzianis Georgios , Quant Analyst at Timeline Lee Old, Co-Founder of The Financial Planning Club All the details and sign-up info are on our website: https://lnkd.in/eDuSvVg6 Follow along, join us, and see what we’re up to in The Club. Amanda Ford Lee Old Lewis Byford #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners

🚨 Going live in 1 hour! Struggling with suitability reports? Join Caroline Stuart & Lee Old for expert insights on creating clear, compliant, and efficient templates. 🔍 What you'll learn: ✅ Make reports clearer & more engaging ✅ Balance compliance with efficiency ✅ Continuously improve your templates Don’t miss out – join us live! 🔗 https://lnkd.in/echDdF3j Sparrow Solutions #FinancialPlanning #SuitabilityReports #Compliance #Efficiency #Connect #Collaborate #Empower

🚨Paraplanner special Do you ever find yourself wondering which approach is the most effective—stochastic cash flow modeling or evidence-based and assumption-based cash flow modeling? Each method has its own strengths, limitations, and specific applications in financial planning. If yes, we have the perfect event for you Timeline and The Financial Planning Club are joining forces to explore this very subject - 📆 26th April 📍70 Gracechurch Street (Timeline offices) ⏰ 10-12 🌟Synopsis 🌟 Exploring the crucial role cash flow models play in the decision-making process, whilst examining their reliability, accuracy, and potential for improvement. We will be looking at various aspects, such as assumptions, data accuracy, and predictive capabilities, which will be put under the microscope.   Register via the link below - ⬇️ https://lnkd.in/eeDvHRnP

In the next episode of the Financial Planning Podcast, Lewis sits down with Lucy Tarrant, Solicitor and Managing Director at Cognitive Law Limited, to discuss some of the biggest legal shifts impacting businesses right now. With recent employment and tax law changes, business owners need to be prepared for what’s coming. Lucy shares why staying informed and planning ahead is crucial—rather than reacting with knee-jerk decisions that could have long-term consequences. If you're a business owner, employer, or adviser, this episode is a must-listen. Understanding these legal updates now could save you time, money, and stress later. 📅 Full Episode Available Tuesday 1st April 🎥 Watch the teaser below! #FinancialPlanningPodcast #BusinessLaw #EmploymentLaw #TaxChanges #FinancialAdvisers #BusinessOwners #FinancialPlanningClub #Connect #Collaborate #Empower

🌟 Attention Financial Planning Firm Owners! 🌟 What are your plans for Thursday, 8th May? If your calendar is clear, why not make it a game changing day? 🚀 Join us at The Financial Planning Club and experience firsthand what happens when we put 60 owners together in one room. Our events are the heartbeat of our community, and your collaboration is the key to elevating your business. 🎉 It's FREE to attend, but spots are incredibly limited! We've only got 9 spaces left, so act fast! 👇 Look for the ticket link in the comments below 📅 Date: Thursday, 8th May 📍 Location: London - WC2B 5DA 👥 Who: Exclusively for Owners of Financial Planning Firms Lee Old - Amanda Ford - Lewis Byford

Lee's Quest for the Perfect Mascot: A Financial Planning Club Adventure! So, you all know Lee, our resident webinar guru but it seems he’s developed a little case of mascot envy! Recently, he’s been eyeing the quirky world of eParaplan Connect, where space chickens and dancing cows are stealing the spotlight. While we all appreciate the creativity, it’s sparked something in Lee, he’s convinced that our financial planning club needs a mascot to match the fun and whimsy of those out-of-this-world characters! Now, before we dive into suggestions, let’s clarify: Lewis is off the table. He’s already the life of the party and doesn’t need a costume! So, what could represent our club and bring a smile to everyone’s face? Lee is eager to hear your suggestions? Who knows? Maybe our mascot will even compete with those space chickens and dancing cows for the title of “Most Adorable Finance Character”! #funpost #mascot #connect #collaborate #empower #thefinancialplanningclub #community #joinus #financialadviser #financialadvisers #financialservices #wealthplanning #wealthmanagement #financialplanning #businessowners #thriveasanifa 

🎙️ New episode out today! This week on the Financial Planning Podcast, Guy Skinner, Director at Citygate Financial Planning, joins Lewis to discuss measuring true impact in financial planning. With 17 years of experience, Guy specialises in helping business owners achieve financial freedom and plan successful exits. In this episode, he shares why impact matters more than money and how doing the right things consistently leads to financial confidence and business success. 📅 Out today – tune in now! 👇🏼 Links to listen on Amazon, Spotify, Apple Podcasts, and more in the comments. #FinancialPlanningPodcast #ExitPlanning #FinancialConfidence #BusinessOwners #FinancialFreedom #FinancialPlanningClub #Connect #Collaborate #Empower

📊 Assumption-Based vs Evidence-Based Cashflow Modelling – What Really Works? Join us for a deep dive into the future of financial planning with Bouzianis Georgios from Timeline and Lee Old. We’ll explore the strengths and limitations of assumption-based, evidence-based, and stochastic modelling and how combining them creates stronger, more client-focused financial plans. 📅 Secure your spot now via the event link below and gain practical insights you can apply right away. 👇🏼 #FinancialPlanning #CashflowModelling #StochasticModelling #EvidenceBasedAdvice #ClientOutcomes #TheFinancialPlanningClub #Connect #Collaborate #Empower