My name is Michelle, a financial advisor in one of the UK Companies (let's not mention the names now - I wouldn't want to break some of your rules so quickly :) )
I hope to find answers to some of my questions as well as meet people to share some thoughts and ideas with (not necessarily conntected to finance)
Thats just you John. All of the voices in my head tell me that I'm completely sane.
Hi Michelle, welcome to the forum. You've got me intrigued now as to what the non finance questions are?
So, whats a financial advisor want to know from us lil ol bookkeepers?
All the best,
Shaun.
__________________
Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Is that 'not connected to finance' lulling us into a false sense of security? I have a friend who is a Financial Advisor and he does that before he drops the questions in about his ex pat clients that he insists arent asking for tax advice, really, much, I just thought you could tell me..... lol.
I thought you had to be mad to do this job - isnt that the first thing they insist on when you take out PI cover?
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Leger - I hope there are more mad people around ;) Having to work with some of our clients has given me a certain edge when it comes to working with mentally unstable people, so I will manage ;)
Shamus - I have learnt that working closely with bookkeepers is something a smart person will do, you never know when they may come in handy ;) About the 'non finance questions' I guess we will see when they come up. Btw. I just love Roger's avatar. Are you also an avid drinker and drug abuser? :D
Cheshire - You got me there - that is exactly what I want to do! Get you all to trust me and then attack suddenly when you all least expect it ;) And no, nobody insisted on me being crazy, guess I was like that all the time.
MichelleBrown wrote:I just love Roger's avatar. Are you also an avid drinker and drug abuser? :D
Possibly too much red bull due to there not being enough hours in a day to take it at normal speed but that aside, nope, absolutely no drugs, ever. And very little alcohol.
Sure your going to fit in just fine here Michelle... Just, despite the name of the site it's probably worth noting that not everyone here is bookkeeper.
You'll soon get to know whose who although members come and go and come back again as other pressures of work and life allow so when you ask questions you never know who will be around to answer them.
So, tell us a bit about you? You mention that your a financial advisor. Is that an accountant working as a financial advisor? is so, which body are you with?
Are you looking to move into this field? Take more qualifications? Gain some specific area of knowledge or expertise?
Sure that we'll chat soon,
All the best,
Shaun.
__________________
Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Good point about members coming and going and then returning, I find myself doing exactly the same thing. I bet there will always be someone to help with any questions I may have.
As for my experience, no, I am not an accountant, I used to work at Halifax Bank when I found out that a career in banking was not exactly for me. I started taking a variety of courses, mainly in personal finance and for some time worked as an independent financial adviser (I still offer this kind of help from time to time). Recently I have been offered a different job and here I am.
Perhaps not looking for more qualifications at this time, maybe in the future.
MichelleBrown wrote:I used to work at Halifax Bank
Ooh, red rag to bulls. lol.
Jo, Jo, Michelle called the Halifax a bank.
Tut, rookie mistake, you haven't realised how many of us here are from the traditional banks. (ok, fair copy, we might be banking snob's (NatWest, Barclays, RBS, Lloyds, etc.)).
So, come on, spill the beans, you're not an accountant, you're not a banker, you're not a financial advisor.... You're a lion tamer aren't you.
Lol. Welcome back Michelle. I'm sure that you mean that you've just been thrown in at the deep end in bookkeeping. As you say, ask away as there is generally someone around to answer most questions or point you to a similar answer hidden somewhere else on the site.
Talk soon,
Shaun.
__________________
Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Oh I knoooowwwwwwwwww. I was just in a corner, rocking myself, trying to recover! Ive stopped laughing hysterically now. No - not might, but defo banking snobs. With an added layer of being Corporate Banking snobs.
lol.
We sometimes need a lion tamer on here. Oh no, I forgot - that's you Shaun!
Yes ask away Michelle - as you can see you wont always get a straightforward answer
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Thought that this was particularly applicable as it suggests that the transition from Chartered Accountancy to Lion taming should be in smallsteps, perhaps via banking.
__________________
Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
)
