Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham Jackson, a longstanding Financial Planning firm with a unique outlook on what success means with regard to client outcomes.
Stuart outlines why within his business, having billions of assets under management and high net worth corporate clients ranks below developing stronger connections with and giving back to the local communities within which a business operates.
We also dive into Stuart’s thoughts on historically, what's been going wrong with the Financial Planning business model and how the clients that should be the most important to a local business, are often overlooked.
This is a prime example of an organisation that is truly committed to going against the grain and providing the best outcome for those individuals who don’t fit within the typical client profile for Financial Planning!
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