“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don’t talk about it!”
Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of assets under advice.
We talk about why ethical financial planning and not being a cog in the wheel were the driving force in setting up his own IFA practise 18 years ago.
Steven also shares his thoughts on what a new financial planner should be doing to help generate new client opportunities and why running your own practice is not always the dream lifestyle you envision it to be.
We look at the benefits of picking a niche to help generate clients and create a story about your business along with recruitment and the different training routes to becoming a financial planner.
This was a great down-to-earth conversation, especially interesting to anyone looking to set up their own financial planning 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.