On this week’s IFA Talk podcast, we were delighted to welcome the new PFS President, Caroline Stuart, as our guest.
Listen to the conversation with Caroline here!
Caroline has become the first paraplanner to be elected as President of the Personal Finance Society, back at their AGM in September.
She’s also the founder of outsourced paraplanning firm, Sparrow Paraplanning, a Chartered Financial Planner and Fellow of the PFS, a passionate ambassador for the financial planning profession – oh, and long-time friend of IFA Magazine too!
Fresh from attending the PFS’ Festival of Financial Planning in Birmingham earlier this week, Caroline caught up with Sue and Bex to tell us all about her plans as President. We also talk about why she believes this is such an important time for the whole financial planning profession to really step up and make a difference to people’s lives.
Caroline’s enthusiasm and commitment to developing the financial planning profession is totally infectious – something which comes across loud and clear in this conversation. We hope you enjoy it!
Click here to listen on Spotify
Click here to listen on Apple Podcast
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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