This week I was invited to join a panel discussion with the Chartered Institute for Securities and Investment (CISI) to promote financial planning week 2019. During the discussion, we dug quite deep into the difference between financial planning and financial coaching.
I was joined by;
Kelpana Fitzpatrick - Finance editor for Hearst Magazines.
Chris Morris - Deputy head of financial planning at the CISI.
Claire Phillips - Financial planning director at First Wealth.
Dilwar Hussain - Marketing manager at the CISI (representing the public).
Financial Planning Week 2019 Website
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