The art of proper financial planning
The best in the world at training financial advisers on Voyant financial planning software.
The latest Voyantist User Group on 12th Oct 2023 -13:30-17:00 UK, via Zoom
VOYANT GO - ZOOM TRAINING - LATEST DATES HERE
Are you struggling to demonstrate the true value of financial planning?
We believe that proper financial planning doesn’t need to be a mystery. Knowing how to do a financial forecast is the first step to creating clients for life.
In fact, our mission is to teach financial advisers how to create meaningful financial plans in less than 10 minutes.
The Five Minute Money Message Notebook
Everything I know about money distilled into a limited-edition book.
Beautiful illustrations containing timeless financial wisdom.
Limited print run, 125 copies in print.
About Andy Hart - The Voyantist
I am a practicing financial adviser. I sit in front of clients, just like you. I know the struggles you face to convey the good that we do.
Voyant planning software has changed my life. I want to show you how it can change your life too.
I’ve immersed myself in Voyant since it launched. I’ve run the London Voyantist User Group since 2013 and I’ve taught hundreds of financial advisers how to use it effectively.
I am:
- A Voyant Certified Trainer.
- A practising Financial Adviser.
- The most hands on financial planning coach in the UK.
I have:
- Trained hundreds of Financial Advisers.
- Ran the London Voyantist user group since 2013.
- Immersed myself in Voyant software since it's launch.
I believe:
- Voyant is so far ahead of the pack it's lapped them.
- You can't do proper financial planning without using Voyant.
- As a client facing adviser you need to know Voyant inside out.
I turn Financial Advisers into financial planning rockstars.
Your training options
Onsite training
Half day training at your office.
Ideal for all skill levels.
Group Zoom training
Case building using just Voyant GO. Ideal for advisers wanting to get more proficient on Voyant GO. New and experienced users welcome.
What People Are Saying
“Andy has today delivered a hugely enjoyable training session. He is an enthusiatic, engaging and professional trainer. Whatever your ability level, if you want help with getting the most out of Voyant, Andy comes highly recommended. The fact that Andy is also a talented lifestyle financial planner in his own right, adds more credibility to the services he can offer to other planners.”
— Nick Brier (BHP Financial Planning)
“Voyant is one of the best financial planning tools in the UK and I’m happy to recommend Andrew as one of the best Voyant coaches in the UK.”
— Tony Clarkin (Faraday Financial)
“Andy not only gives enthusiasm but unselfish time and effort in assisting anyone using Voyant. He is a credit not just to his profession, but as an ambassador on how to speak, help, and interact with fellow practitioners.”
— Howard Pont (Merlin Financial Consultants)
“In the often staid world of personal finance Andrew brings a vitality and positivity to his work. Passionate about helping clients identify what’s really important (it’s not just about the money) and then working with them to create a financial plan that underpins these goals is what Andrew does – and does very well.”
— Nick Lincoln (Values to Vision FP)
“We hired Andrew for a full day’s training using Voyant. His knowledge is second to none and he has enabled us to feel more confident when using Voyant. Without Andrew’s help and support, we could have never created the quality of reports that we now produce. I highly recommend Andrew for training.”
— David Vaughan (Trusted Advisor)
“Andrew has an in depth understanding of cash flow planning and his experience and knowledge demonstrates that he is able to help advisers and clients unleash the power of cash flow planning.”
— Edward Grant (Just Asked)
“If you intend using cashflow planning as part of your business, and Voyant in particular, I’d highly recommend you speak to Andy to get the most of out your system.”
— Gary Phillips (Phillips Financial Planning)
“I have known Andy for almost 2 years and over that time he has been an invaluable source of technical guidance on preparing cash flow scenarios using Voyant. His advice has helped me utilise the software much more effectively with my clients.”
— Clive Thompson (Serenity Financial Planning)