Hoxton Life Lifestyle Planning, Court of Protection & Farming Clients - A Financial Planner’s Unique Journey
Apr 9, 2025
In this engaging talk, Teresa Dunning, Financial Planning Director at Hoxton Wealth, shares her unique journey from retail banking to specializing in succession planning for farming families and advising on court of protection cases. She highlights the emotional complexities of working with vulnerable clients, the importance of building professional networks, and her commitment to mentoring future financial planners. Teresa exemplifies how purpose-driven financial planning can create a meaningful impact in people’s lives.
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Teresa's Career Journey
- Teresa Dunning started her financial planning career in retail banking as a branch manager before transitioning to financial advising about 15 years ago.
- She built her client base organically through strong relationships with solicitors and accountants, emphasizing professional connections.
Patience in Building Connections
- Building professional connections takes patience; it often takes 6 to 12 months to secure the first referral.
- Focus on nurturing long-term trusted relationships rather than expecting immediate leads.
Farming Community Needs
- Farming families represent a close-knit yet business-driven community with specific financial planning needs, especially around succession and inheritance tax.
- Collaborative support from solicitors, accountants, and financial planners is key to providing effective advice.