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The Plannex Podcast

Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners. We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.
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Mar 22, 2024

In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth. 

Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and what advisers can now do to help others and change the way businesses work.

You can still donate to Gary's page here: 

https://www.justgiving.com/fundraising/Gary-Gladwell

Join our community: www.nextgenplanners.co.uk

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