Oct 15, 2019
In this episode, we are delighted to offer a bonus interview with none other than Mr Nick Lincoln, Director of Radlett based Lifestyle Financial Planning firm, Values to Vision.
As well as his day job delivering a first class financial planning experience to a select group of client families, Nick is also an...
Oct 13, 2019
Joel Adams – Lift Financial
This week on the Adviser Gap podcast, we are delighted to be joined by Joel Adams, Founder and Chartered Financial Planner at Lift Financial Group, possibly one of the most successful and progressive financial planning firms in the country, who specialise in working with leading financial...
Jul 15, 2019
This week on the Adviser Gap podcast, we are delighted to be joined by Heather Hopkins, founder and Managing Director of financial services research firm, NextWealth. After beginning her career in the tech industry, Heather began working with product research firm, Platforum, where her passion for technology and...
Jun 20, 2019
This week on the Adviser Gap podcast, we are delighted to be joined by Kimberley Sare, founder of outsourced paraplanning firm, Integrated Paraplanning Solutions. Kimberley has enjoyed a distinguished career, both as a self-employed financial planner, chartered paraplanner and business owner. Her story shares a key...
Jun 3, 2019
This week on the Adviser Gap podcast, we are joined by one of the biggest names in the field of behavioural finance, Dr Daniel Crosby. As well as being a behavioural finance expert, Daniel is a psychologist, investment manager and founder of Nocturne Capital LLC. He also happens to be a New York Times best-selling...