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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Apr 28, 2020

Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018.

She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire.

It wasn’t an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings.  She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this.

Natalie has much to come in her financial planning career but its great to get a perspective from a passionate female financial planner on how she progressed and is working hard to improve the image of financial planning.

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