For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. They are far from just being certificate-generating exam providing organisations.

Although I fell into Financial Planning by chance, as soon as I understood the profession and the various roles I knew that my goal was to be a Financial Planner.

I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.

KBL European Private Bankers, the parent of UK private bank and Financial Planner Brown Shipley, is to rebrand as Quintet.