IFA: Approaching financial advice like a barrister

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "IFA: Approaching financial advice like a barrister" was published on April 1, 2024 and runs 27 minutes.

April 1, 2024 ·27m · Wealth Management Podcast Network

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Episode Description

In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention.

Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors.

Listen as they discuss:

How 'niching' within advice can improve outcomes.
The Compensation Scheme of Last Resort levy and the need for a break from regulatory changes.
Where the financial advice profession is heading.

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