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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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Now displaying: Page 1
Apr 28, 2020

Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018.

She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire.

It wasn’t an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings.  She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this.

Natalie has much to come in her financial planning career but its great to get a perspective from a passionate female financial planner on how she progressed and is working hard to improve the image of financial planning.

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