“I am extremely pleased with the progress I've made since joining the Financial Planning Club. The strategies and recommendations provided have been invaluable. One significant achievement, within the first 3 weeks of working with them, has been to understand where I can make significant improvements to my proposition and where I am as a business, not just how much FUM or clients I have. As a result, I have generated additional ongoing revenue of £14,000 within this period alone and there is plenty more to come! The support from the team has been fantastic. I feel more like I am running a business now, and the combination of email and WhatsApp communication works well for me. The Financial Planning Club has truly helped me understand the value I add to my clients and has guided me in setting new goals and priorities, such as creating WhatsApp groups with clients and booking annual and tax year-end meetings in advance. Overall, the level of engagement and collaboration has been very good, and I feel fully supported moving forward. I highly recommend the Financial Planning Club to anyone looking to enhance their business and achieve significant financial growth.”