Aug 26, 2020
This week I speak to Sarah Lord, Chief Client Officer for Succession Wealth.
A comfortable upbringing allowed Sarah freedom to explore opportunities, from completing a medial biochemistry degree to working a ski season.
By a stroke of chance, Sarah found herself eager to pursue a career in the financial services. Now...
Aug 19, 2020
This week I speak to Neil Moles, CEO of Progeny group.
Growing up in a modest household on the Yorkshire Dales, Neil learnt that there always had to be an element of planning concerning money.
A job at a building society at the age of 16 saw Neil pursue his love of maths and his passion for interacting with people. This...
Aug 11, 2020
This week I speak to Dr Lien Luu, Chartered Financial Planner and Associate Professor in Finance at Coventry Business School.
Growing up in Vietnam, Lien’s first impression of managing money from her parents was a simple and frugal approach without luxuries.
As a 13 year old, Lien and her family fled as refugees from...
Aug 5, 2020
This week I speak to Don Fraser, chartered financial planner and director at Capital asset management.
The power of peer-pressure spending and the contagious notion that affluence ought to be rewarded by material consumption are emotive behaviours that Don experienced first-hand.
Boasting a 41 year career in finance and...