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Podcast #101: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami

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Manage episode 459998369 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business.

Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges are whilst being an IFA and a director in a directly authorised firm.

Also in the discussion, Sue and Brandon ask Charlie about the trials and tribulations of working in a family business as well as the benefits.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 459998369 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business.

Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges are whilst being an IFA and a director in a directly authorised firm.

Also in the discussion, Sue and Brandon ask Charlie about the trials and tribulations of working in a family business as well as the benefits.

  continue reading

100 episodes

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