In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell. 

Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning.

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In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. 

Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. 

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In this episode Amelia chatted with Charlie French, co-founder of Etcho. 

Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. 

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In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts. 

Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry. 

Join our community: www.nextgenplanners.co.uk