PFS award winner's advice to young financial planners: 'Don't be afraid to move firms'

Chartered Financial Planner of the Year

clock • 4 min read

Gemma Siddle’s advice to young advisers wanting to scale the ladder of their profession is to find a firm that aligns with their values.

Siddle, 36, is director of county Durham-based Eldon Financial Planning and is set to become managing director as her firm moves to an employee-owned trust next year. The 2019/20 Personal Finance Society (PFS) Chartered Financial Planner of the Year fell into the profession after deciding to skip university aged 19: "My initial plan from when I was very young was to be a solicitor, but in the middle of my A-levels I was awarded a place with the Prince's Trust at Cambridge University… (so) went to Cambridge to do summer school law and absolutely hated every moment of it. I didn't really k...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Marlborough makes 'significant' investment in London-based planner First Wealth

Marlborough makes 'significant' investment in London-based planner First Wealth

First Wealth manages approximately £480m of assets

Sahar Nazir
clock 28 March 2025 • 2 min read
IFS director warns of 'months of speculation' over Autumn tax rises

IFS director warns of 'months of speculation' over Autumn tax rises

Likely that taxes could be raised further, thinktank director warns

Sahar Nazir
clock 27 March 2025 • 2 min read
Shackleton adds £200m in assets with PK Financial Planning buy

Shackleton adds £200m in assets with PK Financial Planning buy

Acquires financial planning, employee benefits and DFM businesses

Jenna Brown
clock 27 March 2025 • 1 min read