EPISODE · Feb 9, 2023 · 41 MIN
S5:E5 Running a successful FP business, women in finance and what the Government needs to do!
from Your Financial Planning Maestro · host Jacqueline Lockie
In this week's episode we talk to Louise Oliver CFP™ co-founder of Piercefield Oliver, a very successful financial planning business. We cover a wide range of subjects in this enlightening conversation, including: * How you can set up and run a boutique financial planning business, * How to attract more women into the profession and why more should be encouraged to become client facing advisers for the long-term benefit of clients. * The good and bad things the Government are doing in the field of financial education and what they should be doing more and less of! * What financial planners should be doing more of to help younger generations understand their finances better. * What Louise thinks of the recent Government announcement on the reviews of PRIPS and KIIDs. Louise's Bio: Having a wealth of experience in the financial services sector amounting to over 30 years I am often a go-to expert for commentary for the National and local media. I particularly enjoy working with individuals and families to help them navigate through life’s changes such as divorce, bereavement, retirement, and inheritance. Having the benefit of supporting people through some challenging situations and out of the other side feeling empowered and happier gives me huge pleasure. I have been fortunate to be recognised by my peers winning several awards including, Role Model of the Year in Financial Services and Female Financial Adviser of the Year. As UK President of the British Association of Women Entrepreneurs, which is part of the largest international women’s entrepreneur network in the world, I am able to fulfil my passion for supporting women in business. This voluntary role enables me to provide guidance and connect businesses not only in the UK but all over the world. I enjoy guiding young women starting out in business and seeing their successes. More locally I enjoy connecting with local businesses, schools and Universities. I am a Visiting Professor at Aston University, a role I thoroughly enjoy. I am a fellow of the Royal Society for Arts, Manufactures and commerce. My goal continues to be to break the mould in financial services and provide clear, accessible financial planning and advice to all age groups at whatever stage of their lives. I believe it is something we do very well here at Piercefield Oliver. I truly love the great outdoors and in my spare time, you will find me paddle boarding, sailing and travelling around the country in my beloved motor home, Tilly. As a proud Sheffield girl, I also love going home to catch up with family and long-standing friends. In contrast, I enjoy trips to London to meet with clients and enjoy the buzz of the City. I have set myself goals to raise funds for charities close to my heart and recently completed a cycle ride from Milan to Venice in 3 days for women’s cancer charities. Quirky fact about myself? I hate wooden lolly sticks!!
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S5:E5 Running a successful FP business, women in finance and what the Government needs to do!
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