The Private Client Podcast

By: The Private Client Network
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  • Summary

  • Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.

    Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.

    This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
    © 2024 The Private Client Podcast
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Economics Management Personal Finance
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Episodes
  • E17: Family Law with Tara Connor-McLaren

    E17: Family Law with Tara Connor-McLaren
    Nov 13 2024

    In this episode Charlie dives into family law with Tara Connor-McLaren, Partner in the family law team at Thrings Solicitors.

    They discuss, why Tara was attracted to Law, family law in particular and how working as a Paralegal helped in becoming a Solicitor.

    We go into the specifics of what family lawyers do, the increasing incidence of unmarried couples separating and the difference on separation of married and unmarried couples.

    We talk about why family law is moving towards non dispute resolutions including a push to one couple one lawyer and increased use of mediation and arbitration to keep you away from court.

    Finally, we discuss the changing landscape of becoming a solicitor including new avenues in entering the profession such as apprenticeships.

    Tara Connor-McLaren
    https://www.linkedin.com/in/tara-connor-mclaren-94aa23100/

    Private Client Network
    https://www.privateclientnetwork.co.uk/
    https://www.linkedin.com/company/private-client-network/
    https://www.instagram.com/private_client_network/
    https://www.youtube.com/@ThePrivateClientPodcast

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    37 mins
  • E16: Journey through Financial Planning with Ian Richards

    E16: Journey through Financial Planning with Ian Richards
    Oct 29 2024

    Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is leading the way in customer service. We also discuss how Ian set up his own financial planning firm and started to pick up his first clients.

    Finally, we discuss the use of social media and why coaching is the next evolution in Financial Planning.

    Ian Richards FPFS

    https://www.linkedin.com/in/worktolivefp/

    Private Client Network
    https://www.privateclientnetwork.co.uk/
    https://www.linkedin.com/company/private-client-network/
    https://www.instagram.com/private_client_network/
    https://www.youtube.com/@ThePrivateClientPodcast

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    45 mins
  • E15: Financial Services Disputes with Darren Kidd

    E15: Financial Services Disputes with Darren Kidd
    Oct 16 2024

    In this episode we talk to Darren Kidd, Partner in the Financial Services disputes team at law firm Clarke Willmott. We discuss what’s involved in Financial Services disputes, who is disputing what and with whom. We look at Tax Efficient Investing, the importance of documented due diligence and the roles of the Financial Ombudsman Service and the courts in resolving disputes.

    Finally, we talk about client acquisition and working with Financial Advisers and other private client professionals.

    Darren Kidd
    https://www.linkedin.com/in/darrenkidd/

    Private Client Network
    https://www.privateclientnetwork.co.uk/
    https://www.linkedin.com/company/private-client-network/
    https://www.instagram.com/private_client_network/
    https://www.youtube.com/@ThePrivateClientPodcast

    Host: Charlie Chami
    https://www.linkedin.com/in/charleschami
    https://www.glamis-ifa.co.uk/

    Host: Simon Tutton
    https://www.linkedin.com/in/simontutton/

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    31 mins

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I’m new to PC and this has been a fun way of learning about PC on my daily commute

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