Fellows Profiles

The Institute is multi-disciplinary in its membership and consequently draws experts from the related disciplines of accountancy, insurance, taxation, stockbroking, education and legal professions amongst others.

Whatever your background, achieving the IFP Fellowship status will help your career and professional status by showing those around you that you have achieved the highest level of holistic Financial Planning.

Julie Lord FIFP, CFP Only the most committed Financial Planners go on to become IFP Fellows. The work involved is undoubtedly time consuming and at times there are simply better things to do. However, being a Fellow has many benefits. In putting your head above the parapet you immediately gain the respect and admiration of your peers and perhaps more importantly, your clients. All professional people know that being a Fellow of anything is recognition of a high standard and clients feel privileged to have "bagged" a planner who is so clever. The group of people who make up the Fellowship of the IFP, is a fantastic resource to be able to tap into on occasion when your experience in a certain area might be lacking. These people are very generous with their time and dedicated to making Financial Planning the newest profession. If you are thinking of becoming a Fellow, I congratulate you - even this first step can be daunting. But don't stop there, new blood is very important to any group so I look forward to congratulating you on your ultimate success.

David Mayo FIFP, CFP The Fellowship examinations completed over two days, were very daunting. Obviously the questions seek to test a specific situation, but given that Financial Planning is directly proportionate to a clients aspirations and objectives, they do allow the creative juices to flow! The main advantage of being an Institute Fellow is being taken seriously. Few people understand Financial Planning but do understand a ‘Fellowship’. He must know something! The financial industry has been pre-occupied with product and not process, which has led to a series of mis-selling episodes and the downfall of many financial advisors. Once professional contacts and clients understand that you are not a ‘financial/product adviser’ and recognise that the FIFP is special, the world of Financial Planning becomes real and long term relationships follow.

Jacqueline Lockie FIFP, CFP Passing the Fellowship examination was one of the most rewarding examination experiences to date. I had a huge sense of achievement knowing that I am now one of the most highly qualified Financial Planners in the UK. One of the best upsides of passing is eligibility to attend the regular Fellows’ days where like minded people are happy to exchange information freely in an environment in which everyone is seen as an equal rather than a competitor. When we engage in technical training sessions on these days, it’s a great feeling not to have to wade through very basic information whilst others get themselves up to speed! We can, and do, start at a more advanced knowledge level, even more so than the CFP licensees’ days. Perhaps the best thing about being a Fellow is knowing that you can call other Fellows for help, support and advice at any time and they’ll take your call; no problems getting past those tricky secretaries!

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