In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. Join our community: www.nextgenplanners.co.uk

Platforms, Performance and Future Prospects with Adam Prestwood

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

Business

Careers

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

Share Platforms, Performance and Future Prospects with Adam Prestwood

Sign up to save your podcasts

Platforms, Performance and Future Prospects with Adam Prestwood

Platforms, Performance and Future Prospects with Adam Prestwood

More shows like NextGen Planners

TRAP: The Real Adviser Podcast