NextWealth Insights: Episode 9, Season 2

from NextWealth Insights · host NextWealth

In this episode, you will hear a conversation between Jackie Boylan, Head of UK Adviser Platform at Fidelity Adviser Solutions and Paul Cullen, Partner & Chartered Financial Planner at Chancery Financial Planning. The two of them were on a session on wealth tech and shared an example of platform plus in action. Heather Hopkins and Emma Napier share their thoughts on what they heard.

Episode metadata supplied by the publisher feed · Published Sep 12, 2023

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NextWealth Insights: Episode 9, Season 2

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This episode is 22 minutes long.

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This episode was published on September 12, 2023.

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