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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. 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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