Award-Winning, Independent Financial Advisor Practice, First Wealth, UK \[Ep19\]
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Claire Phillips, Partner at First Wealth, joins the show to share how First Wealth is building a future-proof independent financial advisor and financial planner practice in the UK.

We discuss how everyone is doing during this coronavirus pandemic; First Wealth as a signatory on the HM Treasury Women in Finance Charter; creating a culture where everyone has a voice; building a forward-thinking, transparent practice that refuses to get complacent; and why fees should be clearly listed on an advisor’s website.

Show notes and transcript at https://innovatingadvice.com/episode19.