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Latest / Financial Planner Life Podcast

Self-Employed Financial Advisers Who've Bought 5 Advice Firms | Arrowe Financial

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How do you grow a financial advice business by buying firms from advisers who are ready to retire, and still build a succession plan for your own?

In this Financial Planner Life podcast, Sam Oakes speaks with husband and wife Mike and Jane Saunders, who run Arrowe Financial on the Wirral, about self-employment, acquiring financial advice businesses and growing a mortgage, protection and wealth firm within The Openwork Partnership.

Mike was working six days a week as a wealth manager at Abbey National, and Jane was at…

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