John Haley MSc, CFP, FPFS Chartered Financial Planner, Chartered FCSI
I began working in financial services in 1990 for Sun Life Assurance Society, as a bright eyed and bushy tailed school leaver. Since that time I’ve performed various roles, all working closely with financial advisers and the provision of advice. Between 2006 and 2018 I ran workshops and seminars for financial advisers, helping them to ensure they were up to date with legislative changes that presented potential threats as well as opportunities for their existing clients. One of my customers was Willow Financial Planning and the rest, as they say, is history.