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I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years! | Samantha Wood
What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years?
In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Samantha Wood, founder of Wood Mitchell Financial Planning and a Partner at St. James’s Place.
Samantha’s career began in the British Army, where she progressed from soldier to officer and developed the discipline, leadership and adaptability that would later shape her career in financial services.
After leaving the military, Samantha moved into investment…
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