Financial Planning. PFS LogoThe Personal Financial Society’s London National Financial Planning Symposium.

This year’s Personal Financial Society (PFS) symposium will be attended by Caroline Anstee, Julia Peach, Rachel Efetha and Peter Anstee from Anstee & Co., together with over one hundred other members today. This is a key financial planning event.

The article below from the PFS provides details about this year’s events.

The Story of Financial Planning”

“Through our 2016 National Financial Planning Symposiums we take inspiration from the world’s greatest storyteller, William Shakespeare, as we celebrate the evolution of the story of Financial Planning. Never before has professional financial planning been so central to Government policy and never before has it been so important for us to tell our story to a public desperately in need of our services.”

“Storytelling is an art that brings a topic to life in a way that engages and inspires the audience. A good story holds us captive. It stretches the limits of our imagination and entertains us as we marvel at possibilities. Good stories touch us and leave us vulnerable. They take us on journey in which we make emotional connections with the characters, ultimately blurring the boundaries between our own lives and desires. Global brands have perfected the use of storytelling. They demonstrate the relevance of their products to potential clients in ways that make them want to buy. Successful Financial Planners know only too well the power of storytelling in helping clients to understand and prioritise their goals as well as realise the potential consequences of inaction.”

Peter Anstee Business Development Designer said-

“After reflection, the team will be sharing the key leanings from the event with their colleagues and clients.”

How Anstee & Co can help you with financial planning.

We have offices in Kettering, London and Stamford. Our financial advisers can offer you an initial meeting free of charge. At this meeting the financial adviser we get to know your financial situation. They will then highlight ways that we may be able to help.  The review will cover all areas for your financial situation including any existing investments, mortgages and insurances. We will only give you financial advice when we full understand your existing situation and what you are looking to achieve.

We have meeting rooms in Northampton, Towcester, Bedford and Wellingborough. Our advisers live and cover the areas of Northamptonshire, Bedfordshire, Lincolnshire and Warwickshire.

For more information and how to contact us please click here.