Licensee Podcast Series #7 – Shartru Wealth
Licensee Podcast Series 16 February 2026
Earn 1.0 CPD here
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance & Consumer Protection
0.25 Tax (Financial) Advice
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, the origins and philosophy of Shartru Wealth as a licensee, how their “Shartru Way” best‑of‑breed model, technology, and back‑office support help small advice firms run profitable, client‑centric businesses.
Explore the road less travelled at PM Capital
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