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).
![cover of episode Award-Winning, Independent Financial Advisor Practice, First Wealth, UK [Ep19]](https://static.libsyn.com/p/assets/9/7/f/4/97f49fb63d24ce55/019_ClairePhillips_Final.jpg)
