LOA: Lessons on Advice

Pathways to Financial Planning, Our Journeys and Insights


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Welcome to the inaugural episode of "Lessons on Advice," hosted by Ben Butler. Join Ben and colleagues Anna Tweedy, Anna Evans, and Will Hartley as they share their unique journeys into financial planning.Ben transitions from law to financial advising, highlighting the need for young talent. Adam shifts from hospitality to financial planning, emphasizing perseverance. Anna balances motherhood with a career change from finance. Will follows his family's footsteps, finding fulfillment in helping clients.We discuss the urgent need for new financial advisors due to an aging population and the challenges of entering the field. Highlighting the "advice gap" in the UK, we stress the importance of greater career awareness and education in financial planning.Tune in for future episodes covering exam tips, self-employment vs. employment, and practical advice for newcomers, all aimed at inspiring the next generation of financial advisors.
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LOA: Lessons on AdviceBy The LOA Team