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In Conversation With... Rob Schwartz, Rob Bell and Scott Millar, co-founders, Finova Money
Manage episode 430474539 series 2645166
In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.
160 つのエピソード
Manage episode 430474539 series 2645166
In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.
160 つのエピソード
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