This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn’t start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning. She is a keen advocate to promote this profession to more women and in fact was nominated for an award at the Women’s Financial Advice Awards in 2021. Danielle didn’t set out to become a financial planner, she actually went to university to study law but made the transition into financial services when she worked out that Law wasn’t the right career path for her. Danielle’s story is proof that it’s possible to make a career pivot and she has never looked back! Today she shares with us how much she enjoys building meaningful relationships with her clients whilst helping them achieve their financial goals. Danielle has a social media account called Thought Provoking Finance which you can check that out here: https://www.facebook.com/DanielleLecomberDipPFS
We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.
Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Check out the 2022 Financial planning Salary Guide here.
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
