The Future of Financial Planning - Anthony Villis

This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony also knows his tech; he shares some interesting views on how artificial intelligence (AI) will play its part in the financial planning profession....