S6:E4 Tough but worth it - how overcoming problems helped my gain my CFP certification

In this week's episode we talk to David Burgess CFP™, Financial Planner at Bloomsbury Wealth, about his journey to CFP certification.

He shares why he decided to embark on a career in financial services and why he want to seek out a great financial planning firm to work in.

We talk in detail about the parts of the CISI L7 assessment process that were the hardest and what he did to overcome those issues.

This episode is packed full of tips for anyone about to embark on the process.

David Burgess bio:

David has been at City-based Bloomsbury Wealth since January 2022. 

Prior to that he was an Associate Partner with St. James’s Place for four years.   

Bloomsbury Wealth works with a relatively small number of private client families and provides a financial planning-led wealth management service.  It is a member of the Global Association of Independent Advisors, an international best practice grouping of like-minded fiduciary firms.