The Future of Financial Planning: Empathy, SOLLA Accreditation & Client Confidence | Henrietta Grimston (S2, E13)

In this episode of Talk FS, Ryan Venner speaks with Henrietta Grimston, a financial planner dedicated to empowering clients through empathetic and holistic financial advice. Henrietta shares her journey from investment management to financial planning, emphasising the importance of understanding clients' emotional and psychological needs. They discuss the SOLLA accreditation, the necessity of financial education in the UK, and the role of technology in transforming the financial planning industry. Henrietta also highlights the significance of intergenerational wealth transfer and the need for a diverse workforce in financial services. The conversation concludes with advice for aspiring financial planners to find their passion in the field.

⏱️ Chapters

01:00 - Introduction: Meet Henrietta Grimston

01:20 - From Investment Management to Financial Planning

03:06 -How an Investment Background Helps Clients Today

04:24 -Why Client Conversations Matter

06:17 -Financial Wellbeing & Breaking the Money Taboo

07:55 -Why Henrietta Chose SOLLA Accreditation

09:57 -What SOLLA Accreditation Really Means for Clients

13:43 -Teaching Young People About Money

18:50 - Encouraging the Next Generation Into Financial Planning

20:59 -Diversity, Representation & the Future Adviser Workforce

22:20 -Career Lessons from Henrietta’s Journey

25:49 -Technology, AI & the Future of Financial Advice

29:40 -Final Advice for Financial Planners

🔗 Henrietta's links:

👉 Staltus — https://www.saltus.co.uk/our-team/henrietta-grimston

👉 FCA — https://register.fca.org.uk/s/individual?id=003b000000LW6MFAA1

👉 LinkedIn — https://www.linkedin.com/in/henriettagrimston/?originalSubdomain=uk

#FinancialPlanning #FinancialAdviser #SOLLAAccreditation #FinancialWellbeing #ClientConfidence #LaterLifePlanning #FinancialEducation #TalkFSPodcast #WealthManagement