Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat about the process and challenges of setting up an office in the UK while still servicing South African clients.
Lisa Perry LinkedIn
PWH Wealth Group Website
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You can get a transcript of this podcast here
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#100 Andy Hart
To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven …
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#99 Juan Mirfin
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the …
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#98 Dylan Verreynne
Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing …
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#97 Louis van der Merwe
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#96 Mark Hedderman
Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about …
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#95 Grant Hicks
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#94 Ashley Quamme
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#93 Kevin Feather
Kevin is the Manager | Distribution Development at Allan Gray. He and Louis discuss the global challenge financial …
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#92 Lisa Perry
Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …
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#91 Kathi Balasek
Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners …
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AdviceTech Podcast #112 – Advice Designer
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#473 Rob Goudie
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Engine Room Podcast #57 – Adam Morse
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AdviceTech Podcast #111 – AdviseWell
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#472 Dean Holmes
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Investment Podcast #20 – Australian Small Caps
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