This week’s guest on the Financial Planner Life Podcast is Taylor Beavis from directly authorised IFA ‘Universe Financial Advice’
Taylor Beavis is quite unique, at the age of 25 he is running his own directly authorised IFA practice, after speaking to several IFA business owners he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time, so for Taylor self-employment was the only option.
His chosen route into the profession was challenged numerous times, being told that he’s too young and perhaps he should cut his teeth as an administrator first, he is extremely pleased he didn’t take this advice and encourages anyone who feels they have the relevant skills to push on into a client-facing role.
We also discuss why there is a distinct lack of LGBTQ+ financial planners how this fits in with ESG, and why those in the community require a different approach to financial planning.
Why charity is at the heart of his proposition, and he shares why having an altruistic purpose is so important when running your own business.
How he achieved CAS Status in 4 months self-employed, doesn’t need to be over complicated.
His strategy for generating new clients is, a great tip that anyone can implement.
How PR helped him raise his profile during the lockdown.
How his clients can keep physically and financially fit by using ‘Richer Fit’ – great benefit!
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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.