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Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
| Episode | Date |
|---|---|
|
E25: Journey of a Private Client Solicitor with Rebecca Purchase
|
Jul 03, 2025 |
|
E24: Sales & High Net Worth Lending with Scott Clay
|
Jun 11, 2025 |
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E23: Audit to investment management with Oliver Brown
|
May 14, 2025 |
|
E22: Probate, Court of Protection & Progressing to Partner with Tamara Hasson
|
Mar 05, 2025 |
|
E21: Philanthropy and charitable giving with Sabita Ravi
|
Feb 19, 2025 |
|
E20: A career in Financial Services with Ben Staniforth
|
Feb 05, 2025 |
|
E19: Venture Capital & Angel Investing with Simon Tutton
|
Dec 13, 2024 |
|
E18: Founding a law firm with Emily Roskilly
|
Nov 27, 2024 |
|
E17: Family Law with Tara Connor-McLaren
|
Nov 13, 2024 |
|
E16: Journey through Financial Planning with Ian Richards
|
Oct 29, 2024 |
|
E15: Financial Services Disputes with Darren Kidd
|
Oct 16, 2024 |
|
E14: Gifting, Business and Taxes with Amy Buckley Partner at Azets
|
Oct 02, 2024 |
|
E13: Media in the Legal sector with David Opie - Managing Director of Today's Media
|
Sep 18, 2024 |
|
E12: Jimmy Savile, Blended Families & Training Contracts with Sarah Bolt
|
Sep 04, 2024 |
|
E11: Tour De France aspiration to auctioning a Page Three model - Arts & Antiques with Toby Pinn
|
Aug 21, 2024 |
|
E10: Curating your legal career with Alison Hawes
|
Aug 14, 2024 |
|
E9: What can we expect (or wish for) from the new Labour Government
|
Jul 29, 2024 |
|
E8: Money and investing with Michael Holder
|
Jul 22, 2024 |
|
E7: Luxury villas, houses & cars - how to protect them with Richard Moxon
|
Jul 08, 2024 |
|
E6: Paraplanner, Entrepreneur and Chartered Financial Planner with Kim Sare
|
Jun 24, 2024 |
|
E5: Trusts, Care homes and the Crusades with Heledd Wyn
|
Jun 10, 2024 |
|
E4: Big Four to running your own tax firm with Anton Lane
|
May 19, 2024 |
|
E3: Threat assessment for high profile individuals with Philip Grindell
|
May 07, 2024 |
|
E2: Networking Skills - Ten Steps to Success
|
Apr 25, 2024 |
|
E1: Introduction to the Private Client Podcast
|
Apr 16, 2024 |