2 new recruits joins Planner wellbeing initiative
The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.
The IFW, which has 272 members, says the new colleagues will help broaden awareness of financial wellbeing in the adviser community and wider afield.
The body aims to help Financial Planners, advisers and coaches improve their clients’ financial wellbeing by helping them become "happier and more fulfilled, not just wealthier."
Judy Darley takes up the role of community manager and Charlie Goodman joins the executive team to lead the product offering for workplace wellbeing.
Ms Darley’s role is to improve the membership offering and help drive change in the finance sector. She will also work on explaining IFW benefits to members.
She has managed communities for national magazines as well as setting up communications strategies for clients ranging from investment firms to the NHS.
Mr Goodman has been delivering financial workshops in the workplace as an employee benefits consultant for a decade. He set up his own business a couple of years ago and recently qualified as a financial coach.
The IFW says that although the IFW’s audience is predominantly in financial services, the organisation welcomes anyone with an interest in understanding financial wellbeing.
The IFW board consists mainly of Financial Planners and consultants including chairman Chris Budd of The Eternal Business Consultancy; Tom Morris of Ovation Financial Planning; Ian Howe of Druthers Financial Planning; Rebecca Tuck of Paradigm Norton; Julie Lord of Magenta Financial Planning; Bejamin Fabi of Principled Financial Planning; Harjeet Heer of Logic Financial Services and Lorraine McFall of IFW.