S1:E5 Making assumptions when creating financial plans

In this week's podcast episode we talk to one of the most well respected Certified Financial Planner professionals in the UK, Robert Lockie.  He has been a long-standing CFP professional and has a reputation for his knowledge and expertise for all things technically related in the financial planning sphere.  There's not much he doesn't know about assumptions.  As you will hear in this episode, he gives you a fascinating insight into how to think through assumptions and how to apply them in real life when talking to clients. Bio: Robert Lockie CFPTM Chartered FCSI, Investment Manager and Branch Principal at Bloomsbury Wealth Robert Lockie has been an investment manager and branch principal at City-based Bloomsbury Wealth since 2005.  The firm works with a relatively small number of private client families and provides a financial planning-led wealth management service.  It is a member of the Global Association of Independent Advisors, an international best practice grouping of like-minded fiduciary firms and Robert is an ambassador for the Transparency Task Force, which aims to improve the standards of transparency in financial services. Our website: LockieConsutlants.com