Setting up a Directly Authorised Financial Planning Firm From Scratch!
Episode description
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner
Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else.
We talk about how she set up her Financial Planning firm with her husband and why she went down the route of becoming directly authorised rather than the network route.
She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more.
This episode is a raw and incredibly honest look at what it takes to set up a directly authorised firm.
Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.
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