Summer 2025

This month our lead story focuses on career changers – to coincide with our marketing campaign designed to attract much needed new blood into the advice profession. We know our current members are all busy and there is a large unmet need for financial advice in the community. We hear from four advisers about their journey to advice from their previous careers.

We also continue to focus on profiling our award-winning members – this month we have our CFP^® Professional of the Year, Bianca Musico. We also talk to Carolyn O’Reilly who talks about her business’ new focus on women. We look at how to bring up the IVF conversation with clients and we preview our upcoming Roadshow with Sophie Atkinson talking about collaborative practice and Danae Lacey on financial abuse.

Enjoy!