Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now <a href='https://tabhq.com/about'>TAB</a>, in this fascinating episode of Financial Planner Life.Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes.You’ll learn about:<ul><li>The origins of West One Loans</li><li>Scaling to billions in lending during the 2008 financial crisis</li><li>The challenges and rewards of mixing friendship with business</li><li>Why belief and confidence are the keys to success</li><li>How TAB is transforming property finance</li></ul>If you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value.Be sure to follow Financial Planner life on <a href='https://www.youtube.com/channel/UC-JE9KXlb8bgMaiDVr4K1sw'>YouTube</a> for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life. Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes. You’ll learn about:The origins of West One LoansScaling to billions in lending during the 2008 financial crisisThe challenges and rewards of mixing friendship with businessWhy belief and confidence are the keys to successHow TAB is transforming property financeIf you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value. Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now <a href="https://tabhq.com/about" rel="noopener noreferrer">TAB</a>, in this fascinating episode of Financial Planner Life.Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes.You’ll learn about:<ul><li>The origins of West One Loans</li><li>Scaling to billions in lending during the 2008 financial crisis</li><li>The challenges and rewards of mixing friendship with business</li><li>Why belief and confidence are the keys to success</li><li>How TAB is transforming property finance</li></ul>If you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value.Be sure to follow Financial Planner life on <a href="https://www.youtube.com/channel/UC-JE9KXlb8bgMaiDVr4K1sw" rel="noopener noreferrer">YouTube</a> for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

How we built a £2.5 Billion lending business, and why we are doing it again with TAB!

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession.&nbsp; Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week.&nbsp; Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.&nbsp; We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.&nbsp; The Host: Sam Oakes is the host of The Financial Planner Life Podcast.&nbsp; since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.&nbsp; Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.&nbsp; He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.&nbsp; Be sure to check out&nbsp; Financial Planner Life Academy - start your career today!&nbsp; https://financialplannerlife.com/academy/

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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession.  Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week.  Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.  We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.  The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.  Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.  He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.  Be sure to check out  Financial Planner Life Academy - start your career today!  https://financialplannerlife.com/academy/

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How we built a £2.5 Billion lending business, and why we are doing it again with TAB!

How we built a £2.5 Billion lending business, and why we are doing it again with TAB!

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