Ex-CISI planning head Jacqueline Lockie becomes CFP coach

Help prepare adviser firms for succession

Jenna Brown
clock • 1 min read

Lockie Consultants, the business launched in March by former CISI financial planning head Jacqueline Lockie, has had a busy summer as it helped more than 30 professionals with their CISI L7 financial plan submissions.

The fledgling business offers one-to-one case study assessment training, coaching, mentoring, financial planning training, workshops and help with marketing content to financial services professionals. Lockie said: "Our scheme is designed based on international research and broken down into 12 categories and set with timescales. It is designed to give a new entrant, whether a graduate or not, a clear pathway to become a CFP." Using the tagline ‘Your Financial Planning Maestro', Lockie is trying to build an online presence with a YouTube channel, regular email newsletters and is also s...

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

Professional Adviser TV: Creative ways to tackle the advice gap

Professional Adviser TV: Creative ways to tackle the advice gap

With Octopus Money CEO Ruth Handcock and financial adviser Kristian Manton

Professional Adviser
clock 25 April 2025 • 1 min read
Economic secretary confirms wholesale ISA review as experts demand sweeping reform

Economic secretary confirms wholesale ISA review as experts demand sweeping reform

LISA reform front and centre

Beth Brearley
clock 24 April 2025 • 2 min read
 MorganAsh introduces customer support tracking to vulnerability platform

MorganAsh introduces customer support tracking to vulnerability platform

Recording suggested next steps

Jaskeet Briah
clock 24 April 2025 • 2 min read