🚨 We're LIVE in 1 hour! Join us at 10 am today for The Ultimate Guide to Building a CIP with Aspen. Register below to join the session! ⬇️ https://lnkd.in/eN9QT9hj Lewis Brasseaux MCSI Andrew Spence Lee Old
The Financial Planning Club
Financial Services
To connect, empower, and elevate business owners and professionals like you through a suite of unparalleled resources.
About us
The Financial Planning Club was founded on the insight from many financial planning firms, of various sizes and business models. Our goal is to help business owners feel empowered to grow their businesses effectively and efficiently, build value and love what they do. We want financial service professionals to leverage our existing resources and connect with a supportive community, avoiding any feeling of isolation. Bringing together decades of experience in both financial services and business management places us in a good position to lead this community. Our Mission: To provide financial planning firms with the tools, resources, and community support they need to achieve sustained growth and success. We aim to foster a collaborative environment where business owners can share insights, overcome challenges, and implement innovative strategies. Our Services: Business Setup: Business structuring, branding, business plans, roadmaps, and exit planning. Growth and Development: Business development, proposition building, client engagement, and referral maximisation. Operational Efficiency: Business support templates, regulatory vetting, social media management, and employee engagement strategies. People and Culture: Community engagement, workshops, and wellbeing/mindfulness programs.
- Website
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http://thefpclub.com
External link for The Financial Planning Club
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Partnership
- Founded
- 2024
- Specialties
- Financial Services and Professional Development
Employees at The Financial Planning Club
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Lee Old
Co-founder of The Financial Planning Club and Antony George. Financial Adviser | Mortgage Adviser | Paraplanner | Operations Manager |
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Lewis Byford
Co-founder of The Financial Planning Club and Antony George. Financial Adviser | Paraplanner | Operations Manager
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Amanda Ford
Join our club and be part of a community which supports growth and development for Financial Advice professionals
Updates
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🎙️🎄Next week’s Financial Planning Podcast is all about festive fun and a behind-the-scenes look at the team behind the club. Our co-founders, Lewis Byford, Lee Old, and Amanda Ford, share their journey so far and some memorable moments. One highlight? Amanda’s first meeting with the team, where her next-level organisation left the guys stunned—brand guidelines, anyone? 😂 📅 Full Episode Release Date: Tuesday 24th December 🎄 📽️Catch the teaser below! #FinancialPlanningPodcast #ChristmasSpecial #FinancialPlanningClub #BehindTheScenes #FestiveFun #PodcastTeaser
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🎄 Did someone say a Financial Planning Podcast Christmas Special?! 🎄 Next week’s episode is a festive treat! Our co-founders, Lewis Byford, Lee Old, and Amanda Ford, are coming together to share stories, laughter, and a bit of Christmas cheer. We couldn’t resist tackling one of the ultimate festive debates: is Die Hard a Christmas movie? Lee has some strong opinions, but we’d love to hear what you think! 🎥 📅 Full Episode Release Date: Tuesday 24th December This one’s packed with fun, festive vibes, and maybe even a surprise or two—it’s the perfect way to get to know the team behind the club 🌟 #FinancialPlanningPodcast #ChristmasSpecial #FinancialPlanningClub #FestiveFun #PodcastTeaser #DieHardDebate
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📅 You’ll want to get this one in your diary for the new year! Join us for “Building a HNW Proposition with Core and Satellite Investing,” featuring insights from Andrew Spence and Lewis Brasseaux of Aspen—renowned for their invaluable expertise—and Lee Old from The Financial Planning Club. This webinar will explore how financial planners can compete with private banks to deliver tailored, value-driven solutions for high-net-worth clients. 🔗Check the event page for details and registration. #connect #collaborate #empower #hnw #financialplanning #2025 #webinar #insights #financialplanningclub
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✨ We’re lining up our webinars for the new year already! 📆 We’re kicking things off with “Future-Proofing Financial Planning with Technology”, featuring the brilliant Kate Phillips from Timeline and our resident Webinar host, Lee Old. 📢 Check out the events page for more details and registration! #connect #collaborate #empower #financialplanning #technology #webinar #2025
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This week on The Financial Planning Podcast, we’re joined by Karl Dines, Principal at Open Door Policy and one of our incredible Financial Planning Club collaborators! 🎙️ Karl dives into the interconnected nature of financial planning, highlighting how every piece—from income and retirement strategies to investment costs—fits together to shape the overall client proposition. His approach challenges us to think holistically and see the bigger picture. 💡 📅 Released Today – Tune in Now! 👇🏼 Find links to listen on Amazon, Spotify, Apple Podcasts, and more in the comments! #FinancialPlanningPodcast #IntegratedPlanning #FinancialAdvice #ProfessionalGrowth #FinancialPlanningClub
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🎄As we're quickly approaching the Christmas break, here’s what’s on in the Club this week: 🔹 Tuesday: Our latest podcast episode goes live, featuring Karl Dines from Open Door Policy 🔹 Wednesday: 🎁 A Christmas Podcast Special teaser is coming your way! Keep an eye out for a festive surprise… 🎅✨ 🔹 Friday: We’re hosting our final Collaborator Webinar of the year with Aspen. "The Ultimate Guide to Building a CIP" will leave you inspired and ready for the new year ahead. - Lewis Brasseaux MCSI, Andrew Spence 🎄 The Christmas spirit is in full swing here at the Club Join us for the final week of inspiration and collaboration before the big day! Lee Old Lewis Byford Amanda Ford #connect #collaborate #empower #thefinancialplanningclub #community #joinus #festivefun
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No live webinar from us this morning... we might be supersticious! Why not use the time you've put to one side 😆 to revisit our webinar recordings to date also see what's still to come. Visit: https://lnkd.in/eDuSvVg6 Lee Old-Amanda Ford-Lewis Byford #connect #collaborate #empower #thefinancialplanningclub #community #financialadvisers #financialadviser #financialservices
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We're excited to have Karl Dines, Principal at Open Door Policy and one of our fantastic Financial Planning Club collaborators, on the next episode of the Financial Planning Podcast! In this episode, Karl dives into the interconnected nature of financial planning. He explains how every element—from client income and retirement planning to the aggregate costs of investments—impacts the overall proposition. Karl’s insights challenge us to view financial planning through a broader, more integrated lens. 📅 Full Episode Release Date: Tuesday 17th December 🎧 Catch the teaser below! #FinancialPlanningPodcast #PodcastTeaser #FinancialPlanningClub #FinancialAdvice #IntegratedPlanning #ProfessionalGrowth