Robert Lewis - the realities of building a directly authorised IFA
Financial Planner Life Podcast - Un pódcast de Sam Oakes
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On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning. We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option!Its clear Robert cares d...
