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Tracey Evans graduates as one of UK's top 40 Registered Life Planners with prestigious Kinder Inst.
Tracey Evans graduates as one of UK's top 40 Qualified Registered Life Planners with prestigious Kinder Institute
Evans says, "Research proves that most financial advisers listen to a client for just 82 seconds before interrupting with their sales brochures and graphs. Fundamentally clients are interested in themselves, where their lives are going. They want to be listened to. The reality is that most financial adviser’s place insufficient value on the power of really listening and so their recommendations can fall short of what’s really needed. The qualification I have gained through the Kinder Institute of Life Planning has enabled me to take the service I deliver to my clients to a higher level because active listening is at the heart of it. I have always believed that financial planning is not about selling financial products. It's about giving the right financial advice through actively listening and then asking considered open questions to encourage a client to think about what they would really like to achieve in their life. We can then structure their finances to support their vision."
Evans is now moving to the next stage - Chartered Financial Planner accreditation and is on target to attain this in 2012.
"There are five distinct phases to qualified life planning - exploration;
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Ashley Law Crawley is widely regarded as being one of the leading ethical and independent financial advisers based in the heart of the Gatwick Diamond. We provide services to both individual and business clients. Many are based in the Southeast, but we also have a fair number of clients throughout the United Kingdom.
Choosing an independent financial adviser is not a decision you should take lightly. In an ideal world you’ll only want to make that decision once irrespective of whether the need is for you, your business or both. When we become a part of your world you get real peace of mind.
It’s the peace of mind that comes from knowing that you’re now working with a professional and ethical team of independent, experienced and highly qualified financial advisers. Advisers that always take a holistic approach and that communicate with you in a clear and straightforward manner.