Latest / Financial Planner Life Podcast
Taylor Beavis on LGBTQ+ Financial Planning & running a business with purpose, and why he went self employed / DA
on episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice.
Taylor is quite unique. At the age of 25, he is running his own directly authorised IFA practice. After speaking to several IFA business owners, he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time. So for Taylor, self-employment was the only option.
His chosen route into the profession was challenged numerous times, being told that he’s too young and perhaps he should cut…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.