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The Cashflow Coach

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๐Ÿšจ Attention, financial planners! ๐Ÿšจ


Think your trusty old "delegating model" will charm Gen Z investors? ๐Ÿค” Think again! This savvy generation, set to inherit a whopping ยฃ5.5 trillion over the next 30 years, doesn't need your old-school services. ๐Ÿ“‰


According to World Economic Forum Studies:


Thanks to "finfluencers," the game has changed. Information asymmetry? Dead. ๐Ÿ’€ The new rules? Empowerment, autonomy, and DIY financial management in a commoditized market. ๐Ÿ’ช


Want to ensure your business isn't just a memory in three decades? ๐Ÿ“† Dive into our latest article to discover why ditching product intermediation is crucial. And hey, holistic financial planners, here's your moment to shine! ๐ŸŒŸ


๐Ÿ‘‰ [Link to article]


Ready to stay ahead of the curve? Subscribe to our newsletter for more insights and updates. ๐Ÿ“ฉ


#FinancialAdvice #GenZ #Finfluencers #HolisticPlanning #FutureOfFinance #WEFStudies

About

About the Financial Life Coach Group Welcome to the Financia...

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Disclaimer: Educational Financial Services Only

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Financial Life Coach is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568). We provide educational financial services, not regulated financial advice, which means we are not overseen by the Financial Conduct Authority (FCA) and do not hold FCA registration.

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All the information on this website is for educational purposes only and is not professional financial advice. Our goal is to help you improve your financial understanding and make informed decisions, in line with FCA guidelines (PERG 8.26.2) and the Financial Services and Markets Act 2000. These laws clarify that educational services like ours don't require FCA regulation, as we do not promote or advise on regulated financial products.

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We operate under the protection of UK consumer laws, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024. These laws are enforced by the Competition and Markets Authority, ensuring our clients are well protected. It’s worth noting that these protections may differ from those provided by FCA-regulated firms.

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If you're looking for regulated financial advice specific to your circumstances, we recommend speaking to an FCA-regulated financial adviser. If you have any questions about what we offer or how our services align with consumer protection laws, feel free to read our terms and conditions or contact us directly.

 

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