Chartered Financial Planner and later life advice specialist
Cardiff
Joined December 2016
- Tweets115
- Following109
- Followers134
- Likes72
Charlene Lock APFS retweeted
It's been a while since many of us jetted abroad for our summer holiday but If you've just booked those flights, why not check out our 5 top tips to help your money go further abroad! 👉 bit.ly/3sNK076
Charlene Lock APFS retweeted
WOO! 🎉🙌🏼 we are super pleased to have received the award for Adviser Firm of the Year (North East)! 🥂 thank you @Profadviser 😁
The Adviser Firm of the Year - North East category came down to tight margins, but beating the rest to win the award is @InformedFP! #PAAwards22
Charlene Lock APFS retweeted
We will be back with another release of Let’s Talk Money & Marriage sooner than you think… keep your eyes peeled for the launch of Episode 4! 👀
Don’t forget if you have a question you’d like to be answered, email us at: [email protected]! #podcast
Charlene Lock APFS retweeted
Stock market, bucket lists and… salmon? 👀🎣
The third episode of our ‘Let’s Talk Money & Marriage’ podcast is available to stream on all major platforms NOW! Click the link below to stream for free on our website! 👇
bit.ly/33hdNwY
#podcast #moneypodcast
Charlene Lock APFS retweeted
Jess & Gregg will be back with another release of Let’s Talk Money & Marriage sooner than you think…keep your eyes peeled on our social media for the launch of Episode 3! 👀
If you haven’t already listened to Episode 1 and 2, click 👉bit.ly/33hdNwY to tune in! #podcast
Charlene Lock APFS retweeted
Financial Planner, Charlene Coulbeck, has written an article which highlights the importance of financial advice being accessible to the younger generation, and what IFP are doing to help!
Click the link to check out Charlene's article 👉 bit.ly/3h02ZHj
Charlene Lock APFS retweeted
The traditional finance industry is continuously wrestling with gloomy figure, where women are underrepresented. Charlene Coulbeck has written an article to celebrate women in finance, give it a read by clicking the link below! 👇 bit.ly/3dTp5Kk #WomenInFinance
Charlene Lock APFS retweeted
Happy New (Tax) Year! 🎉Compliance Officer, Lewis Atkinson, has put together the main allowances that you need to be aware of in the 2021/22 tax year. Click below to find out what you have to either use or lose over the next 12 months! 👇 #NewTaxYear ow.ly/Xpd450EhNDZ
Charlene Lock APFS retweeted
Head over to our Facebook page (ow.ly/Irl050E8HE8) for tonight’s episode of At Home with IFP! One of our Chartered Financial Planners, John Copsey, will be with us for the next hour to share the 5 important steps you should take, if you are investing as a beginner!
Charlene Lock APFS retweeted
A great move from the BBC. @informedFP also have our financial education resources available for children who sail through any work sent home #financialeducation #homeschooling
informedfinancialplanning.co…
The BBC is bringing its biggest ever education offer from Monday 11 January:
📚 @CBBC will have a three-hour block of primary school programming from 9am.
📚 @BBCTwo will cater for secondary students with at least two hours of content each weekday.
bbc.in/390Znjj
Charlene Lock APFS retweeted
Charlene Coulbeck, who works at the Hessle branch of @informedFP, is celebrating after being awarded the coveted Later Life Adviser Accreditation. bw-magazine.co.uk/articles/l…
Charlene Lock APFS retweeted
Technology allowing the team to have a beer and catch up on a Friday afternoon during the lockdown!
Charlene Lock APFS retweeted
Isn't it time for some good news? Financial Planner, Charlene Coulbeck, will be celebrating in isolation this weekend as she is now fully SOLLA accredited! Congratulations Charlene! #GoodNews #SOLLA ow.ly/3Va950yXo4C
Charlene Lock APFS retweeted
Ashley Biglin from @informedFP on his nomination in the @HEYPIBAwards 🏆
Congrats Ashley! #HEYPIBA19
Charlene Lock APFS retweeted
@NetworkB2B_ well done @coulbeckc for your 10 mins on life with the govt pension, ouch! Nice to see @stevetwynham – at Yorkshire and The Humber, England
Charlene Lock APFS retweeted
We’ve just been named one of the Best Financial Advisers to Work For 2019! Look at Kev’s happy little face! #PAawards19
Charlene Lock APFS retweeted
The team is en route to the @Profadviser Awards 2019! We’re up for North East Adviser Firm of the Year, keep updated here tonight to see how we fare!
Charlene Lock APFS retweeted
Yorkshire-based @informedFP managing director @KevinFerriby has been on his bike to raise money for Rugby League Cares, a charity that supports rugby league families and communities in the UK that play the game:
bit.ly/2wP3YBQ
Charlene Lock APFS retweeted
Here's the full article: thetimes.co.uk/article/save-… It was a great piece, thanks for doing it Charlene!
Charlene Lock APFS retweeted
We are proud to be mentioned as a go-to resource in @WhichMoney's latest investigation around the cost of financial advice at retirement. Please download the full article which.co.uk/news/2018/08/rev… #SOLLAadvice
