Freya Thornfield
Senior Curriculum Designer
After spending twelve years in financial advisory roles across London and Manchester, I've seen firsthand what separates confident planners from those who struggle with client conversations.
The materials I've developed focus on practical application rather than theoretical perfection. You'll work through scenarios that mirror real client situations, building confidence alongside knowledge.
My background includes ISA optimization strategies, pension transfer analysis, and helping families navigate inheritance tax planning. These experiences directly inform the case studies and examples throughout the programme.