While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so.
Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals?
A Question of Sport
No, Sue Barker hasn’t made a comeback via IFA Talk, but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is ideally placed to answer that question. She is Macey Greenall DipPFS, a financial adviser at Key Financial Wealth Management Ltd.
As you’ll hear from this conversation, Macey is a young financial adviser who is doing something different – and that’s specialising in advising athletes and sports professionals, particularly footballers.
Not only is her drive, her enthusiasm and passion for what she does very infectious and engaging, but the conversation also extends to the situation regarding the lack of financial education – something she’s also working to do something about.
Listen to the conversation here
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Macey Greenall bio
Macey Greenall is a 22 years old that has been advising for the past year at Key Financial Wealth Management. She has worked in Financial Services since she was 19 and passed her Diploma Exams to become a Financial Adviser at 20 years old. Macey later went on to the St. James’s Place Financial Adviser Academy at age 21 to hone in on her Adviser skills.
She specialises in the Football Industry, and has an immense passion to help players navigate their times during and after football. she offers Financial Education to Football Clubs, offering support to the players and insight into how to safely invest and grow their money. Macey has built excellent relationships with Clubs ranging from the Premier League to League Two including Players and Staff.
