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Diary of Adviser: Flora Maudsley-Barton

Flora Maudsley-Barton

Flora Maudsley-Barton

Next is a telephone review with a client whose life has changed quite a bit since our last review. She has changed her business model (doing very nicely), moved out of the area and is living ‘in sin’ (her words, not mine), so there is quite a bit to get through.

I phone our network – Sense Network – because I need an extra licence for Intelligent Office and get great help about the best way to set it up to get the best use.

I have to leave early today to get the children because my in-laws are on a hard-earned holiday. I take with me the file to prepare for the review meeting on Friday. That will get done this evening.

The 50-word bio obviously does not happen.

Thursday

An early start and the Chartered Connections breakfast event has gone really well. There was deservedly good feedback for Tina Dunn and an engaging presentation about methods for dividing the finances when couples separate.

I and our commercial director have a meeting about auto-enrolment.

The rest of the day is spent on client work – proofing suitability reports and co-ordinating pipeline.

I really plan to write the bio for Steve Williams, and ring to check if it is supposed to be in the first or third person. His voicemail tells me he is on holiday until the 30th. Yes, a two-day reprieve. I will do it on Sunday.

Friday

A good client review meeting as we use our cash-flow model to decide how to spend her money and make it last as long as possible.

Back to the office to consider next week’s diary and get on with more client work. I check out the IFACentre email about outsourcing investments and take a call from Radio 4 Moneybox about the Royal Mail share offer.

And now it is the weekend.

Flora Maudsley-Barton is managing director of Cheshire-based Parsonage Financial Planning