A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

Keith Mackie, 48, CFPTM Chartered MCSI, director of Accredited Financial Planning Firm Acumen Financial Planning, detailed a recent client story for the Planner Casebook feature in the May-June edition.

Read it in full here.

Mr Mackie explained: “At our first meeting Robert had recently recovered from a serious illness. Although fully recovered in all material respects, he understandably questioned his own underlying health and his ability to have a long life.

“We faced several challenges. First was the extremely tight time scale – between the time of the initial enquiry, requiring answers and wishing to put an offer on a property.

“As new clients, we had no details of Robert and Jennifer’s current cost of living. We were not confident of receiving a prompt reply from Pension Trustees on Jennifer’s position should Robert die before her.”

Mr Mackie said: “We are an Accredited and Chartered firm with a defined 6 stage Financial Planning process which, followed correctly over many years, has ensured good client outcomes.

“In spite of the tight deadline we were not going to compromise on process and explained that to Robert. We immediately gave Robert some work to complete and return as matter of urgency given his time horizon.

“He was asked to research thoroughly and complete income and expenditure analysis based on last 12 months which would be used to populate our financial modelling software.”

Find out how the case progressed. Click here to read article in full

Biography

Keith Mackie, 48, CFPTM Chartered MCSI DipPFS MCIBS is a Certified Financial Planner. He has been with Acumen Financial Planning, a CISI Accredited Financial Planning Firm, since 2004. Appointed a director in 2015, Keith has 30 years’ service in financial services having started his career in banking and later moving to financial advice. In addition to director duties and supporting the growing team of planners across the firms’ offices, Keith continues to manage a client portfolio of 150 clients. An advocate for exemplary client service, Keith is focused on developing the firms’ success for the future.

Follow the link HERE to read the magazine and see the entire feature.

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  

The new publication features exclusive content, including contributions from leading figures in the worlds of Financial Planning, Paraplanning and Wealth Management, plus features and insights produced by experienced financial journalists.

You can read it HERE.

Financial Planning Today's latest issue highlights include:

• A Special Report examining the Chartered vs Certified Financial Planner debate

• Financial Planner Angela Maher gives her client loyalty tips

• Columns from high profile planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Campbell Edgar

• New Investment and DFM section with 180+ DFM providers listed plus DFM updates

• Plus, Planner Casebook, Inside My Business with EQ Investors, Financial Planning and Paraplanning news and much more

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For editorial enquiries please contact: This email address is being protected from spambots. You need JavaScript enabled to view it.. For advertising enquiries, including recruitment advertising, please contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01895 678629.

• To read the latest issue click on the front cover above or go to our magazine back issue section via the menu on the home page.