Edward Backhouse FPFS in

Edward Backhouse FPFS

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Chartered Financial Planner at Brooks Financial (Formerly LIFT-Financial Group)
📍 Altrincham, England, United Kingdom

Edward is a Chartered Financial Planner and Fellow of the PFS at Brooks Financial, where he specializes in a holistic approach using cash flow planning to guide clients. A graduate of Loughborough University, he is passionate about developing the next generation of financial advisers.

Outside of his direct client work, he enjoys playing and watching sports, spending time with his wife and dog, and is involved in local business networking in Altrincham. His interests also suggest a focus on rural business and land affairs through organizations like The CLA.

He is a Fellow of the Personal Finance Society, the highest qualification awarded by the PFS, which he achieved in 2020.

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Experience
10 Years
Current Role
Chartered Financial Planner
Location
Altrincham, England, United Kingdom
Personality Overview

How Edward shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Edward cares about

Holistic Financial Planning
Prefers to take a holistic approach using cash flow planning to help clients understand and achieve their financial goals and objectives.
Next-Gen Advisers
Passionate about fostering new talent, demonstrated by his participation as a panelist discussing "unlocking opportunities for the next generation of advisers. "
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Career

Work history

2-2022
Chartered Financial Planner
Brooks Financial (Formerly LIFT-Financial Group)
9-2017 - 2-2022
Chartered Technical Consultant/LIFT- Academy
Brooks Financial (Formerly LIFT-Financial Group)
8-2016 - 9-2017
Customer Representative/Financial Planning Coordinator
Nationwide Building Society
9-2014 - 7-2015
Accountancy Assistant
Haines Watts
6-2014 - 7-2014
Letting Agency Assistant
Loc8me
In the press

Media appearances

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Education
2012 - 2016
Bachelor of Science (B.Sc.)
Loughborough University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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