Lifestyle Financial Planning – Presentation to IFP’s Essex Branch

Last Autumn Adrian Quick, chairman of the Essex branch of the Institute of Financial Planning asked me if I would deliver a presentation in July as part of his 2011 branch programme.

I explained the form that Lifestyle Financial Planning takes at Brook-Dobson Brear, that we explain it as providing a “Personal Finance Director service that helps ensure your material success translates into true success” and our two niche markets that we deliver this service to is Executive’s of large retail businesses such as Asda, Sainsbury’s, House of Fraser, Iceland, Asos etc and owners of successful small / SME businesses (Business owners).

The slides are here, the opening video, middle and closing.

Posted by:
BDB Financial

Published:
July 23rd, 2011

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