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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Mar 23, 2021

In Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol.

Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner. 

Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

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