In this episode of The Transact Platform Podcast, Transact’s Chief Development Officer, Andrew Cullen-Jones, sits down with James de Lisle Wells, Chartered Financial Planner and Director of de Lisle Financial Planning, to explore the reality of building and running a modern advice business.

James shares his journey into financial planning, the experience he gained before launching his own firm in 2021, and the key decisions that have shaped a lean, scalable and client-focused business.

They cover:

• the realities of going solo and what advisers often underestimate
• how to build a high-quality business without adding headcount
• the role of outsourcing across paraplanning, compliance and operations
• how upcoming pension and inheritance tax changes are shaping client strategies
• supporting clients through market volatility and political uncertainty
• taking a practical approach to technology and AI within an advice firm.

If you’re looking to build, refine or scale your advice business, this episode offers practical insight you can apply straight away.

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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.