Setting up a Directly Authorised Financial Planning Firm From Scratch! episode artwork

EPISODE · Feb 9, 2023 · 1H 12M

Setting up a Directly Authorised Financial Planning Firm From Scratch!

from Financial Planner Life Podcast · host Sam Oakes

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else.We talk about how she set up her Financial Planning firm with her husband and why she went  down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more.  This episode is a raw and incredibly honest look  at what it takes to set up a directly authorised firm. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.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.

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else. We talk about how she set up her Financial Planning firm with her husband...

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Setting up a Directly Authorised Financial Planning Firm From Scratch!

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This episode was published on February 9, 2023.

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Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a...

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