The Financial Planning Training Academy

The Financial Planning Training Academy Communication and coaching skills training for Financial Advisers seeking to master Financial Planning. Award-winning Accredited Financial Planning Firm.

Money Marketing - Small Adviser of the Year. Citywire, Top 100 firms

♦️ Perfecting Your First Meeting♦️1 Day In-Person Course: 22nd April in Manchester!♦️ Facilitators: Steve Martin & Damie...
14/04/2026

♦️ Perfecting Your First Meeting

♦️1 Day In-Person Course: 22nd April in Manchester!

♦️ Facilitators: Steve Martin & Damien Rylett

♦️FirstMeetings are the key part of building relationships with new clients. Secure that future relationship!

♦️ Info & Bookings:
https://tinyurl.com/FPTA-1stMeeting-Apr2026

Testimonial re our previous Perfecting Your First Meeting -training day:"A really good morning that gave the structure r...
08/04/2026

Testimonial re our previous Perfecting Your First Meeting -training day:
"A really good morning that gave the structure required and highlighted things I've been missing. With the focus on being yourself and delivering it in your own way it was easy to see how this could be implemented. "

✨1 Day In-Person Course: 22nd April in Manchester

✨ Facilitators: Steve Martin & Damien Rylett

✨ Info & Bookings: https://tinyurl.com/FPTA-1stMeeting-Apr2026

✨1 Day In-Person Course: 22nd April in Manchester ✨ Facilitators: Steve Martin & Damien Rylett ✨“The quality of the feed...
25/03/2026

✨1 Day In-Person Course: 22nd April in Manchester

✨ Facilitators: Steve Martin & Damien Rylett

✨“The quality of the feedback and challenges from the hosts was excellent. The relaxed environment allowed us to practice and improve our skills. It was great to be working with like-minded individuals. A must for any aspiring financial planner.”

✨ Info & Bookings: https://tinyurl.com/FPTA-1stMeeting-Apr2026

Testimonial re our previous Perfecting Your First Meeting -training day:"Great trainers, I can tell that Damien and Stev...
17/03/2026

Testimonial re our previous Perfecting Your First Meeting -training day:
"Great trainers, I can tell that Damien and Steve really live and breathe lifestyle financial planning and care deeply about forming meaningful relationships with their clients. Great to learn from their experiences. "

✨1 Day In-Person Course: 22nd April in Manchester

✨ Facilitators: Steve Martin & Damien Rylett

✨ Info & Bookings: https://tinyurl.com/FPTA-1stMeeting-Apr2026

✨Have you booked? Perfecting Your First Meeting✨1 Day In-Person Course: 22nd April in Manchester!✨ Facilitators: Steve M...
05/03/2026

✨Have you booked? Perfecting Your First Meeting

✨1 Day In-Person Course: 22nd April in Manchester!

✨ Facilitators: Steve Martin & Damien Rylett

✨ The course looks at how you can win more of the right kind of clients every time

✨ Info & Bookings:
https://tinyurl.com/FPTA-1stMeeting-Apr2026

📗 Perfecting Your First Meeting📗1 Day In-Person Course: 22nd April in Manchester!📗For financial advisers or financial pl...
17/02/2026

📗 Perfecting Your First Meeting

📗1 Day In-Person Course: 22nd April in Manchester!

📗For financial advisers or financial planners of all levels.

📗 Info & Bookings:
https://tinyurl.com/FPTA-1stMeeting-Apr2026

✨Perfecting Your First Meeting✨1 Day In-Person Course: 22nd April in Manchester!✨Looks at how you can win more of the ri...
13/02/2026

✨Perfecting Your First Meeting

✨1 Day In-Person Course: 22nd April in Manchester!

✨Looks at how you can win more of the right kind of clients every time and is for financial advisers or financial planners of all levels

✨ Info & Bookings:
https://tinyurl.com/FPTA-1stMeeting-Apr2026

♦️Great questions are only the start of a great first meeting. Great listening is the key. ♦️1 Day In-Person Course: 22n...
12/02/2026

♦️Great questions are only the start of a great first meeting. Great listening is the key.

♦️1 Day In-Person Course: 22nd April in Manchester!

♦️ Info & Bookings:
https://tinyurl.com/FPTA-1stMeeting-Apr2026

Training Day: Perfecting Your First Meeting♦️We teach you how to listen to what clients really want so that you can prov...
05/12/2025

Training Day: Perfecting Your First Meeting

♦️We teach you how to listen to what clients really want so that you can provide a service that they really need.

♦️1 Day In-Person Course: 10th Dec in Manchester!

♦️ Info & Bookings:
https://tinyurl.com/FPTA-1stMeeting-20251012

Address

Beehive Lofts, Unit 4. 1, Waulk Mill, 51 Bengal Street
Altrincham
M46LN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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