NextGen Planners

Rich Ellis and Nick Davies on how they brought different skills to their new FP business


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In this episode, our 50th, we chat to Rich and Nick from Ellis Davies.  They briefly take us through their backgrounds, how they met and why they setup their firm together.

We talk about how the timing was right for Ellis Davies and the “why” behind their firm and how the first year has gone.

This is an interesting insight into a 50/50 partnership and how they have skillsets that complement each other.

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NextGen PlannersBy NextGen Planners

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