CompaniesJul 11 2013

Diary of an adviser: Dominic Browning

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ByDominic Browning

As a result, I can spend more CPD time on things that will benefit my clients and my practice, rather than spending time on VCTS, Ucits, EISs and the like. Having left a support network last year, I use the fees saved to go on CPD courses that actually benefit me. Though I have to pay for these, at least they are relevant to my practice.

In the afternoon I did a decreasing term assurance application over the phone with a client who has just bought a flat.

Wednesday evening is card night, which is great fun but never finishes early.

Thursday: I ring my client at 10am for a phone-based annual review. I have clients all over the UK and many are happy to do things over the phone. The conclusion of the review is that this particular client wants to see me when I am in Yorkshire next month to discuss later-life planning.

The afternoon is chasing up various applications in progress. I then prepare files for my appointment tomorrow.

An evening spent 10-pin bowling. While having played in a league for six years, I have not really improved but then it is more of a social occasion for me.

Friday: I had a follow-up meeting with a new client and finalised the work involving trusts, LPAs and investments.

I spent the afternoon doing admin and preparing my diary for next week. I normally do five-a-side football at 5pm but have picked up a niggling injury, so will pass on it. Other than ferrying the kids around, I am looking forward to a quiet weekend.

Dominic Browning is principal of Torquay-based Browning Financial Planning