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 Loans
• Scaling to billions in lending during the 2008 financial crisis
• The challenges and rewards of mixing friendship with business
• Why belief and confidence are the keys to success
• How TAB is transforming property finance

If you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Want to appear on the Financial Planner Life podcast? Drop Sam a message.