Dave Robinson on why It's the 'Chartered IFA Way or The Highway'

Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it.  We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning -  starting out in accountancy and moving across into the financial planning profession.  He digs deep and shares deep and transparently about his business, his charging structure, why he charges what he does, and the plans and the changes that he's looking to make and evolve as a business, become more profitable but continue to add value to the client.  We talk about trainees, how they fit within his company, and how he supports them. We also talk about his eldest son, who has a genetic disorder, and how that gave him a personal interest in working with families who are in a similar situation,  a client that he feels can often be exploited by other advisers.     Dave also has lots of other specialist areas which we discuss, such as.  Investment Management for Later Life, Personal Injury, Attorneys, Deputies, Trustees, and Beneficiaries who have Special Needs   personal injury claims  Working with vulnerable clientsDave is hugely passionate about the IFA profession, and he has some strong views on where it's heading and what needs to be done to ensure that IFA remains. Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.