Preview Mode Links will not work in preview mode

Engaging People Pod

Jun 26, 2019

On today's podcast I run through some of the value I hope to provide the families I work with.

In financial planning, it often feels that a lot of the value we provide is intangible. It's the phone calls when someone is under some stress, it's the big picture plans when people are getting caught in the small stuff and...

Jun 18, 2019

Yusef Bouattoura has a brilliant story to tell. Growing up in Tottenham he fell into the wrong crowd and by 15 he was in Feltham young offenders prison.

A judge let him out with orders to give something back to his community and he took those instructions & then some.

Listen in to how Yusef has used the 'give and ye...

Jun 11, 2019

Josef Jackson is an amazing guy. He is an ex-professional footballer who is just about to start an internship at Morgan Stanley. 

Above that though, he has been through some extremely difficult times and has shown courage & determination that is a true testament of his character.

At 14 he lost his 12 years old sister to...

Jun 4, 2019

This week we speak to the former professional Rugby player Dave Lewis who has literally just swapped playing for Harlequins for financial planning. Dave studied whilst playing and recently completed his Diploma in regulated financial planning. 

By the time this episode comes out, Dave will have started his new role with...