Professional Adviser's IFA Personality of the Year Tina Weeks talks to Laura Miller about why financial planners are not meditating hippies and her plans to take life planning to the masses.
Tina Weeks is on a mission. After two years hard graft transforming her mortgage business into North London’s Serenity Financial Planning, she is targeting a dramatic growth in client numbers this year. But as part of a niche group in the market – she was the UK’s first female financial life planner, and is still just one of a few hundred practitioners – she has a problem. “The public don’t know people like me exist. The majority don’t really understand financial planning, let alone financial life planning,” she said. Weeks’ solution is to fill the public’s knowledge gap with her m...
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