Joining us today on the Financial Planner podcast is Alexandra Ervin, Director of Chapter House Wealth Management, and a chartered financial planner.
Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, her moving around from company to company, what she learned along the way and why she now cannot work for anybody else.
We talk about how she set up her Financial Planning firm with her husband and went down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and more.
This episode is a raw and incredibly honest look into what it takes to really make it within the Financial Planning profession. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.
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