![]() ![]() “I want to be able to deliver advice to clients when they need it most.”īrown was clearly proud of her chartered status and the opportunities it had presented. For us to turn around and say ‘We’ve had your money for all these years but we don’t want you any more’ is not acceptable. It’s a really crucial point of need and they want to be able to deal with somebody who they know and trust. “We couldn’t work with elderly clients and for me that’s when people most need advice. “I worked my way up through there and Bradford and Bingley, various other building societies and banks, and then decided to go it alone.”Īs she became more qualified she started to realise the bigger institutions and banks were “becoming less open to risk” and were scaling back the clients she could deal with. But back then companies were taking on trainees, so I got a trainee financial adviser position with Black Horse estate agents. I didn’t even know what a pension was I was only 21 or 22. “My first job was on a pension review team for a company then called Hambro Assured. Having studied English literature for her degree, Brown admitted she didn’t know what she wanted to do before ending up in finance. People don’t come out of school saying ‘I want a career in financial services,’ do they? It’s something they tend to fall into later on.” “It’s not something that’s publicised at school. I’m really keen to develop people and help them reach their potential. Penny joined me as an administrator, and I have put her through all of her exams and qualifications, and she is now a fully qualified financial planner and out seeing clients. “We looked at the right person for the job it just so happens they have been female,” she said. ![]() When it came to recruiting her team, gender didn’t come into it. Profile: ‘A lot of people don’t understand the role of SJP in our businesses’ We do need to get more young people, and women, into the industry.” You can study whenever you want and your diary is your own. It’s something you can fit around family commitments and things like that. Speaking with Money Marketing at SJP’s chartered symposium early this year, after she had handed over the Chartered Financial Planner of the Year baton to New Forest Wealth Management director Adam Johnson, Brown said: “Getting more women into the industry is something I am really passionate about. Her supporting cast is made up of financial planner Penny Williams, paraplanner Rachel Whittaker, practice manager Jacky Roberts, operations manager Louise Gilbody, and administrators Jackie Phillips and Carolyn Billingham. Oakmere Wealth Management managing director Carla Brown runs an all-female practice, appointed not on purpose but on merit. The inaugural winner of the St James’s Place Chartered Financial Planner of the Year award is a keen advocate of getting more women into the world of financial advice. ![]()
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