The Private Client Podcast

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Something different in this episode, our host Charlie Chami is joined by a fantastic panel of professionals to discuss what we might get from the new Labour government and anything we have on our Wishlist. Thanks to our guests Heledd Wyn, Partner at Shakespear Martineau, Anton Lane, Managing Director at Edge Tax Professional Services and Simon Tutton, Partner at Waterspring Ventures. 

Heledd Wyn

https://www.linkedin.com/in/heleddwyn/ 

 Anton Lane

https://www.linkedin.com/in/anton-lane-09884418/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics about the importance of working with solicitors, care home fees and everyone’s favorite subject, taxes.

Guest: Michael Holder
https://www.linkedin.com/in/michael-holder-a310bb39/ 

Firm: JM Finn (Discretionary Fund Manager)
https://www.jmfinn.com/our-people/michael-holder/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

From being chased out of a client home by bulldogs to appraising high value European Villas. Richard Moxon tells us about his career in insurance, working in larger institutions such as Zurich and March to being Private Client Director at the specialist broker Hayes Parsons.

https://www.linkedin.com/in/richard-moxon-94260325/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

Our host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Chartered Financial Planning firm.

https://www.linkedin.com/in/kimsare/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

Our host Charlie Chami has a fascinating conversation with Heledd Wyn a Partner in the Private Client team at Shakespeare Martineau. They cover Heledd’s entry into the world of law, her initial trepidation and why she specialized in private client work. From how trusts were created during the crusades, how to mitigate inheritance tax, ending with becoming a Partner and advice for the younger generation of solicitors wanting to reach the top of their firms.

https://www.linkedin.com/in/heleddwyn/

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

Host Charlie Chami speaks to Anton Lane, Managing Director at tax and accountancy firm Edge Tax. We cover the start of his career, working at one of the big four EY, advising professional footballers and eventually setting up his own firm Edge Tax.

https://edge-tax.com/ 

https://www.instagram.com/edgetax/

https://www.youtube.com/channel/UCy8OLgHDuiawFJBxA6lVDYw

https://uk.linkedin.com/in/edge-tax 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

Our host Charlie Chami speaks to Philip Grindell from Defuse Global.

Philip spent four years in the British Army followed by twenty nine years with the Metropolitan Police covering all manner of threats, including terrorism, organised crime and stalking with a focus on close protection.

Following that he decided to start his own firm Defuse Global which provides services such as threat prevention and investigation as well as advisory and training. He also runs the excellent Defuse Podcast.


https://www.defuseglobal.com/
https://www.defuseglobal.com/podcast/

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

Charlie and Simon talk about how to reduce some of the pitfalls and awkwardness of networking and more importantly, discuss ten practical steps that you can make to get the most out of your networking.

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Send us Fan Mail

Our  first ever podcast, hosts Charlie Chami and Simon Tutton discuss why they started the Private Client Network, how it has expanded and their plans for the future.

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
https://www.instagram.com/private_client_network/ 
https://www.youtube.com/@ThePrivateClientPodcast 

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.