-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
#468 Fran Hughes
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
-
#466 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
-
#465 Shannon Freney
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
-
#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
-
#463 Daniel Wilson
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …
-
#462 Josh Pennell
In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …
-
#461 Carlie Thatcher
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …