David Carter Part 2: Comfortable or Growth? episode artwork

EPISODE · Jun 12, 2026 · 52 MIN

David Carter Part 2: Comfortable or Growth?

from The Plannex Podcast · host Plannex

After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.He left the firm he helped build to become CEO of Absolute Financial Planning.In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession.We discuss:Why he left a successful £700m advice firmThe challenge of building a national financial planning businessWhat makes a successful acquisitionThe mistakes consolidators have madeWhy independence still mattersRecruitment, adviser development and the future of adviceThe opportunity Dave sees in the market todayA fascinating conversation about leadership, ambition and building something bigger.

After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.He left the firm he helped build to become CEO of Absolute Financial Planning.In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession.We discuss:Why he left a successful £700m advice firmThe challenge of building a national financial planning businessWhat makes a successful acquisitionThe mistakes consolidators have madeWhy independence still mattersRecruitment, adviser development and the future of adviceThe opportunity Dave sees in the market todayA fascinating conversation about leadership, ambition and building something bigger.

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David Carter Part 2: Comfortable or Growth?

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This episode was published on June 12, 2026.

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After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.He left the firm he helped build to become CEO of Absolute Financial Planning.In Part 2, Dave explains why he took the...

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