Stephen

Financial Planning Assistant. Career changer at the start of the journey into paraplanning and financial planning. DipPFS. Starting the journey to Chartered.

[Stephen @StephenH_FP]

Hey Twitter friends - any good book recommendations about the industry for an aspiring financial planner / adviser? Looking to get into some additional reading alongside my studying. Thanks!

[Stephen @StephenH_FP]

@jbrendanfrazier Yes

[Stephen @StephenH_FP]

@MeasureTwiceMNY Share

[Stephen @StephenH_FP]

@vinci_doc 👋

[Stephen @StephenH_FP]

Sat in on my first client meeting this week. Brilliant to see the real thing outside of the textbook, hearing clients talk about their hopes, fears and future plans.

[Stephen @StephenH_FP]

@mantaromoney Great work. Must have felt good to get your hands on it! Are you studying for anything else next, or taking a break now?

[Stephen @StephenH_FP]

#R04 ✅ One more to go…

Big thanks to everyone who’s given time and guidance to help with my career change into this great profession.

Two months into my new role as a Financial Planning Assistant. Love seeing it ‘in the flesh’. Lots to learn!

[Stephen @StephenH_FP]

@amoneything_uk Thanks! Sure is one of the tougher ones. Found myself doing a few extra hours above the recommended I think.

How are you finding the role/profession?

[Stephen @StephenH_FP]

@mantaromoney Thanks Tom. I recall reading your R04 article whilst doing some of the mock papers and definitely related to needing to focus a bit more on the regulation aspects. How’s everything going with you? Have you finished the diploma exams now?

[Stephen @StephenH_FP]

@amoneything_uk Congrats! Great work getting through it all that quickly.

[Stephen @StephenH_FP]

@mantaromoney Great work, congrats Tom!

[Stephen @StephenH_FP]

@rebeccaoco @lottyburns This is a great resource, thanks for writing/sharing Rebecca. Keeping this bookmarked.

[Stephen @StephenH_FP]

An amazing few months becoming a father for the first time 👶🏻

Time to get the career change back on track now! #R04 booked in the diary.

[Stephen @StephenH_FP]

@andyrayner9 @WinchFinance @mantaromoney @InspiredAdviser Thanks Andy for the kind offer. I do already have a copy ready to read though. I’ve been eagerly stockpiling books quicker than I’m getting through them recently. Think this one is going to be my next read though.

[Stephen @StephenH_FP]

@mantaromoney @amoneything_uk Yep, that’s a good point! Once I felt I had the formula memorised, I then put them into practice with mock questions to check I could actually apply them and not just randomly recall them.

[Stephen @StephenH_FP]

@amoneything_uk R01 sure is a tricky one with all the regulations. That’s definitely the one I did the most mock papers for. Congrats on R05. When’s your R02? How long are you giving yourself between each one?

[Stephen @StephenH_FP]

@amoneything_uk Yep, you certainly have to put in the hours don’t you! I’m enjoying doing them though. Not long passed R03 which I’ve liked the most so far. R04 & R06 still to go. How are you finding it?

[Stephen @StephenH_FP]

Another to add to the collection 📘

[Stephen @StephenH_FP]

@JGPlanner Congrats! 👏