Claudine Planning Financial Advisor and Will writer
4u2 enjoyed a cuppa and received key financial tips from Claudine Archer Financial Adviser
When did you start your business?
I started the financial education arm of my business in May 2020 and Estate Planning in July 2021
Why did you start your business?
Many adults make poor financial decisions and never plan for their future, not because they
do not care about themselves or family.
What training was required?
To become a licensed Financial Educator, I was required to take an exam under the FCA
guidelines. To become a qualified Estate Planning and Wills Associate, I took a 3-day
intensive course with an exam at the end. This has enabled me to become an Associate
Member of the Institute of Professional Will writers.
Your typical day at work?
Early mornings are dedicated to managing my pipeline. This involves liaising with service providers, for example chasing Life Insurance policy applications. Also obtaining information from clients.
Challenges in the business?
I mainly work from home, so it is easy for me to forget to take breaks and get out for fresh air.
Rewards in the business?
I get so much joy when my clients are filled with peace and hope for their future, when clients learn how they can pay their debts off sooner or save for that once in a lifetime family holiday. Honestly, I simply love making a difference.
Best advice given to you regarding your business that you took on board?
A business coach introduced me to the following quotes “Don’t get ready stay ready” “Always be an assist wherever you go”.
Website – claudineplanning.com
Email – [email protected]
Phone number – 07506159040