On episode 16 of the financial planner life podcast, Sam Oakes is 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!
It’s clear Robert cares deeply about his clients, employees, and being independent, this spills over into the company’s fantastic corporate social responsibilities.
Robert shares an honest account of what it likes setting up and growing a directly authorised IFA.
the impact of the FSCS on The number of IFAs in the future.
trainee financial planners, and the future of hiring
social media marketing to win and retain clients
directly authorised v appointed rep or registered individual.
why 3 heads are better than 1 when setting up a DA firm.
why being socially responsible is at the core of their brand values.
the realities of running your own practice.
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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide
2021 Financial planning Salary Guide
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.
If you hold level 4 qualification and looking for an entry role into financial planning please also reach out.