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How A Mortgage Adviser Built A Predictable Income As A Financial Planner | Natalie Cheesman
Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in funds under management in 18 months, without ever fully stepping away from the mortgage business she'd run for 15 years. In this episode, Natalie explains why a transactional mortgage career, however loyal her 1,200-client bank was, left her wanting something more predictable, and what it actually took to build financial planning on top of it rather than instead of it.
Natalie talks through passing the CII Investment Advice Diploma in under a year while…
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