NextWealth Insights: Episode 9, Season 2
Sep 12, 2023•22 min
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Episode description
In this episode, you will hear a conversation between Jackie Boylan, Head of UK Adviser Platform at Fidelity Adviser Solutions and Paul Cullen, Partner & Chartered Financial Planner at Chancery Financial Planning.
The two of them were on a session on wealth tech and shared an example of platform plus in action.
Heather Hopkins and Emma Napier share their thoughts on what they heard.
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