Mar 25, 2019
If you want to make a successful transition from paraplanner to highly competent and skilled financial adviser, the first thing you should consider is to ‘forget everything you know’ from your previous role. Although these two roles complement each other in delivering a first class client experience, they are worlds...
Mar 11, 2019
In this episode, James and Sean discuss why they wanted to be financial advisers and their personal journey to finding their ‘why’.
This week, the hosts are joined by Amyr Rocha-Lima, Chartered Financial Planner and Partner at Holland Hahn & Wills, based in Kingston Upon Thames.
Amyr has over 10 years’ experience...