Empowering goal-based financial planning with FE Analytics

Discover how Chartered Financial Planner Louise Woollard uses FE Analytics to deliver consistent, data-driven advice.

Background

Louise Woollard is a Chartered Financial Planner with over 26 years of experience in financial services, 22 of which have been as a self employed adviser. Having recently joined True Potential, Louise is focused on delivering goal-based financial planning, working closely with clients to align investments with life objectives. Louise has been using FE Analytics for around 20 years and continues to rely on it as an essential part of her routine. “I probably use Analytics every days,” she says.

Louise uses the platform to measure and compare fund performance, helping her validate investment choices and support the financial goals set with her clients. With a strong emphasis on personalised service, Louise prioritises tools that allow her to deliver clear, tailored insights backed by data.

Objectives

Louise required a solution that would support her practice goals:

Goal-based planning workflows
Fast, flexible fund comparisons
Consistent, accurate investment data
Reporting efficiency for client meetings
Reliable and easy to access

Achievements

Louise relies on FE Analytics’ consistent uptime and powerful comparison tools to deliver goal-based planning efficiently. The platform’s reliable daily data and adviser control enable her to validate investment choices independently, improving operational efficiency while strengthening client conversations with clear, data-backed insights.

Reliable, consistent access
Louise highlighted the system’s consistent availability as a major strength: “It’s never down – which blows my mind, given what other companies are like.”

Powerful fund comparison tools
FE Analytics enables her to compare funds efficiently, providing valuable insights to guide client conversations and present stronger goal-based planning aligned with client needs. This investment advice is also backed by daily data to improve accuracy.

Control for advisers
As a self-employed planner with True Potential, Louise values tools that she can access directly and depend on.

Supports growth and efficiency
The ease of use and depth of data allow Louise to operate efficiently without relying on internal research teams or slow data requests.

Download as a PDF

Get a copy of the case study as a PDF by downloading it here .