In this episode, we sit down with Keith Boyes, Director and Financial Planner at Spentwell, to explore the realities of launching and growing a purpose-led financial planning firm. From his early days in Edinburgh (and a stint in Hong Kong) to building a business around clarity, community, and creativity, Keith shares the lessons he's learned over six years in business.
We dive into:
The power of community when you're going solo
Why niching is often something that finds you
How sport shaped Keith's approach to building a strong team
The strategy behind his award-nominated masterclasses
If you're thinking about going solo, scaling smart, or simply building a firm that feels like you, this one's packed with insight.
