My Masterclass session from the IFP's Northern Conference at Oulton Hall, Leeds in March 2010

1. Financial Planning Best Practice Workshop Wealth Management Consultants

3. Our Values Wealth Management Consultants I

6. Our view of Financial Planning Wealth Management Consultants II

9. Financial Planning Wealth Management Consultants

10. Our Offering Wealth Management Consultants V III

12. Our Offering – Who for Wealth Management Consultants Typically: Senior Executives of listed Retail companies, aged 45-55, earning > £300kpa

15. Our Offering – What our client’s say Wealth Management Consultants “ I left our last meeting wanting to skip, I felt so happy and free”

16. Our Offering – What our client’s say Wealth Management Consultants “ You have helped me understand what I need to be planning for and hence the decisions I need to make today to ensure this happens”

17. Our Offering – What our client’s say Wealth Management Consultants “ For years we have felt poor, had no fun and it has felt that we’ve been pushing a large rock uphill. But you’ve helped lift a huge load from us, shown the way forward and are now starting to have the fun (and the life) we have always dreamed of”

18. Our Offering – What our client’s say Wealth Management Consultants “ The reassurance and clarity of direction that you have provided has given us a greater sense of purpose in our day to day lives and, ironically perhaps, we are working as hard as ever but with even more enjoyment”

20. Our Offering – My Personal Mission Wealth Management Consultants “ To do my utmost to ensure that all those people I encounter in my life, be they family, friends, colleagues or clients, can truly say “I’m pleased I did” rather than “I wish I had”

21. Our Marketing Wealth Management Consultants V IV

22. Our Marketing Wealth Management Consultants

25. Wealth Management Consultants Thank You for Listening!