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Home > The Financial Planner Life Podcast > Robert Lewis - the realities of building a directly authorised IFA
Podcast: The Financial Planner Life Podcast
Episode:

Robert Lewis - the realities of building a directly authorised IFA

Category: Business
Duration: 01:29:51
Publish Date: 2020-09-03 14:00:00
Description:

On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning. 

We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option!

Its clear Robert cares deeply about his clients and being independent, this spills over into the company’s corporate social responsibilities. 

Robert shares an honest account of what it likes setting up and growing a directly authorised IFA. 

We cover: 

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