08/12/2021 by Lottie Kent 0 Comments
The rewards of getting an important financial decision right
When you decide to radically change the emphasis of your business there is always the question: Have I done the right thing?
That is why I have been incredibly honoured to receive a Professional Adviser Women in Financial Advice Award with the judges recognising the impact made by my decision to niche True Financial Design and concentrate on financial modelling for clients, particularly women, going through a divorce.
I was thrilled to collect the Financial Adviser of the Year (North East) award at a gala dinner at the Brewery in the City of London and to receive such encouraging feedback from the judges. It was incredibly rewarding to know they were impressed by my decision last year to challenge the thinking around an aspect of divorce that I was convinced needed a rebrand and cultural change.
The awards are organised by Professional Adviser and Retirement Planner, to celebrate the achievements of women working within the financial advice community and also the financial services sectors that work to provide solutions for their clients.
This prestigious award has redoubled my efforts to help those who are confused and worried about their financial future during a divorce and it is important to show clients that the process does not need to be complicated. The industry is still too full of jargon and at True Financial Design we are on a mission to change this image.
I am focussed on guiding clients through this challenging time and help them avoid making financial mistakes they live to regret. True Financial Design offers specialist advice (either at our office or nationally over Zoom), in plain English to help demystify what can seem an overly complicated process and uses cutting-edge financial modelling - branded as Visualise Your Future – to equip clients with a clear picture of their financial future at a time when they feel very vulnerable.
True Financial Design thrives on offering the best level of service whilst also making the experience as comfortable as possible for those involved. Financial topics can sometimes be difficult to understand and it is important to create an open and safe environment that encourages more conversations.
Divorce is challenging enough without the additional anxiety caused by financial concerns, so I would highly encourage anyone going through such times to seek advice from a financial expert.