Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession

Would you trust a financial planner under 30?There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge.After sitting down with Karl and Harry—a father-son duo from St. James’s Place—on the Financial Planner Lifepodcast, I’ve seen both sides of the coin.Karl...