As the founder of Generic Financial Planning and founding lead of the Market Integrity Team of the Transparency Taskforce, I am proud to be part of a dynamic community of volunteers dedicated to holding the financial services industry accountable.
While lobbying to effect industry change is a lengthy process, disruptive entrepreneurship initiatives can expedite the process. With a proven track record of success in this field, I can attest to the potency of this approach.
I am not just a generic financial planner but your personal guide to financial liberation.
My passion is to help you unlock your true potential and bridge the gap between where you are now and where you want to be. I am not just a personal coach or a facilitator of group meetings but a change agent that will help you take control of your financial future.
Are you ready to take the first step towards financial freedom? Don't hesitate to take on the Starter Pack challenge. Trust me, you have nothing to lose and everything to gain.
To ensure that you are comfortable with me and my team, we are happy to offer a 50% discount on our hourly rate for your discovery hour. We charge to ensure you are committed to the change you want to see.
So what are you waiting for? Let's have a chat and get started on your journey towards financial empowerment. Feel free to send me an email or book your discovery hour today.
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Generic Financial Planning is a trading style of the Academy of Life Planning.
Acclaimed Financial Adviser Support Network & Contributor to Finance:
For more details on the Academy of Life Planning, visit our parent site.
HapNav - The Happiness Navigator! - is the world’s first customer-directed Open banking-powered financial planning application. It is available exclusively through the Academy of Life Planning.
HapNav sets itself apart by enabling individuals to engage in independent financial planning without needing a financial adviser, facilitated by a direct link to their bank account. This marks a groundbreaking first in the industry, with the added benefit of enabling groups of people to engage in financial planning, regardless of their bank. For example, DIY financial planning is an employee benefit for self-directed investors, facilitated by HapNav's cutting-edge technology. This remarkable innovation is transforming the financial planning landscape and empowering individuals to take charge of their financial futures.
Available on a FREE 30-day trial. After that just £6.99 / month. Visit hapnav.com.
Financial advice can be good, bad, or indifferent. But with the correct information and techniques, you can become your own financial adviser.
Our platform offers guidance on defining your needs and developing a plan to achieve them.
We pride ourselves on providing planning free from product bias, meaning we do not favour one product over another or suggest a product when it's unnecessary. We demystify the financial services industry, offering general advice on all financial products to help you make informed decisions.
Armed with your "Which?" Money subscription and the book "How to Fund the Life You Want," you have all you need to take control of your finances confidently.
We are not personal financial advisers; we aim to empower you with the tools and support to manage your finances independently. Our generic financial planning services are essential, particularly for underserved communities that can benefit from avoiding high fees for mediocre advice and investment returns. Take charge of your financial future and feel confident running your own show with our practical and impartial advice.
Take a look at our Financial Education Library. Visit moneyfitt (talentlms.com).
Generic Financial Planning
9 Franklin Way
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