Financial Planner Life Podcast Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!”
Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of assets under advice.
We talk about why ethical financial planning and not being a cog in the wheel were the driving force in setting up his own IFA practice 18 years ago.
Steven also shares his thoughts around what a new financial planner should be doing to help generate new client opportunities and why running your own practice is not always the dream lifestyle you envision it to be.
We look at the benefits of picking a niche to help generate clients and create a story about your business along with recruitment and the different training routes to becoming a financial planner.
This was a great down-to-earth conversation, especially interesting to anyone looking to set up their own financial planning practice.
I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)
be sure to follow financial planner life on youtube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! :-D
below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide
https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
Financial planning Salary Guide 2021
https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/
if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out
you can also connect with sam Oakes on LinkedIn https://www.linkedin.com/in/financialadvicejobs/
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.