Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …