EPISODE · Jan 20, 2022 · 18 MIN
S2:E5 You can do it too - From leaving school with 3 GCSEs to becoming a CFP professional and running my own business
from Your Financial Planning Maestro · host Jacqueline Lockie
In this week's episode we talk to Sarah Huffen CFP™ Chartered MCSI, Principal of Gilded Wealth. Sarah is a very determined lady. Sarah left school with very few qualifications she embarked on a unique path into financial services, starting her own business and being one of very few people to pass their CISI L7 assessment on her first submission. She did all that whilst arranging a wedding and catching COVID-19 too! Sarah believes passionately that more women should enter the financial planning profession, the value that a wider mix of backgrounds, gender and age can bring and that this should be more widely welcomed. She shares her tough journey to success and offers encouragement and tips to anyone looking to undertake the CFP Certification in the UK. Sarah's bio: After starting in the industry as a receptionist, Sarah is now a CFP with her own successful business. Sarah strives to provide outstanding goal based planning whist building a strong relationships with her clients. Our website: LockieConsultants.com
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S2:E5 You can do it too - From leaving school with 3 GCSEs to becoming a CFP professional and running my own business
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