Julia Parsons, Partner and Director of Kreston Reeves Financial Planning, was invited to express her views on the state of the financial planning sector in the New Model Adviser – a news publication for professional advisers and investors around the world.
Julia’s comments were published in print on 31 July and on the New Model Adviser website.
The full digital article can be found here, and included Julia's commentary on the following topics:
Time for change: Julia’s personal view on how the employment of female advisers has been directly affected by the current “macho culture” that the financial sector portrays, and the gender pay inequality seen throughout the market.
Ongoing development: a brief appraisal, and history, of Kreston Reeves Financial Planning and Julia’s involvement in the company.
Soft skills: Julia’s philosophy that financial planning is not just a technical profession but one which revolves around soft skills and a commitment to CSR (corporate social responsibility).
Compliance challenge: Julia commenting on the compliance challenge of MiFID II – one of the biggest rule shake-ups – and the firm’s current project to implement a client portal and the cybersecurity around it.
Talent spotting: the growth of Kreston Reeves Financial Planning and the focus on growing our own talent.
Greater cohesion: the firm’s goal in making a seamless integration with the financial planning, legal and accountancy departments to benefit our clients.
If you would like to talk to Julia and learn more about the items discussed in her feature, or would like financial advice, please feel free to drop her an email here, or call her on +44 (0)330 124 1399.