This week on The Financial Planning Podcast, host Lewis Byford is joined by Isha Bhatt, Operations Director at 8 Financial Planning. Isha seamlessly manages a diverse range of responsibilities, including marketing, compliance, client engagement, financial operations, and HR, ensuring the firm runs like clockwork. With a background at HSBC and as a Chartered Surveyor, Isha brings extensive project management and financial expertise to her role, delivering a smooth and efficient client experience.

Outside of work, Isha is a proud mum of three who enjoys wellness, baking, and quality time with family and friends.

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