Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics about the importance of working with solicitors, care home fees and everyone’s favorite subject, taxes.
Guest: Michael Holder
https://www.linkedin.com/in/michael-holder-a310bb39/
Firm: JM Finn (Discretionary Fund Manager)
https://www.jmfinn.com/our-people/michael-holder/
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/
