Latest / Financial Planner Life Podcast
How to set up your own financial planning business | Calum Scott
Welcome to the first episode of 2024! And what a fantastic episode to get us going!
Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode.
We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, along with his two business partners. Now in the third year of Calum’s journey with Libertas, we learn about his thought process behind the decision making, how he planned for a thriving business and how he…
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