Brian Foster

Brian Foster has been a financial planner for over 30 years and has been charging fees for financial planning since 1997. He has owned and managed two successful UK financial planning firms, the last of which was sold in 2012 when he emigrated to South Africa.

He is the author of the e-book Keep Calm & Survive RDR – A short guide for financial planning firms concerned about regulatory change.

Beyond RDR (Pty) Ltd helps forward thinking financial planning firms to build sustainable businesses that deliver world class financial planning experiences.

Brian’s specialities include financial planning, coaching, consulting, wealth management, strategy planning, lifetime cash flow forecasting, risk profiling, TCF, RDR and client engagement.