EPISODE · Nov 29, 2024 · 1H 13M
How we built a £2.5 Billion lending business, and why we are doing it again with TAB!
from Financial Planner Life Podcast · host Sam Oakes
Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life.Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes.You’ll learn about:The origins of West One LoansScaling to billions in lending during the 2008 financial crisisThe challenges and rewards of mixing friendship with businessWhy belief and confidence are the keys to successHow TAB is transforming property financeIf you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value.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.
What this episode covers
Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life. Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes. You’ll learn about: The origins of West One LoansS...
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How we built a £2.5 Billion lending business, and why we are doing it again with TAB!
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