A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career

Financial Planner Life Podcast · Jan 22, 2021 · 1h 8m · transcript

As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase efforts to attract talent from other professions.

I personally find this very interesting, what transferable skills, attributes, and personalities are suited to financial planning?

So, when I got the opportunity to interview Daniel Wiltshire a Chartered Fellow Actuary who made the move to Financial Planning, I jumped at the chance.

Actuaries tend to be predominantly conventional individuals, they are usually detail-oriented and organised…