Shows
The Private Client PodcastE25: Journey of a Private Client Solicitor with Rebecca PurchaseSummaryIn this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practice course and training contract, and the importance of private client work. The conversation also covers key topics such as inheritance tax, estate planning, lasting powers of attorney, and the significance of collaboration between solicitors and financial advisors. Rebecca shares valuable insights and advice for aspiring solicitors, emphasizing the importance of networking and asking for opportunities.Takeaways
2025-07-0337 minThe Private Client PodcastE24: Sales & High Net Worth Lending with Scott ClayIn this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by high net worth individuals in securing financing.They discuss the role of specialist lenders, the urgency in property transactions, and the significance of maintaining strong relationships with clients and other professionals. Scott shares insights from his career journey, the value of an MBA, and offers advice for professionals looking to improve their client acquisition skills.Takeaways...
2025-06-1131 minThe Private Client PodcastE23: Audit to investment management with Oliver BrownIn this episode of the Private Client podcast, Charlie Chami speaks with Oliver Brown, lead fund manager of IFSL RC Brown UK Primary Opportunities fund and head of AIM and Inheritance Tax Services at RC Brown Investment Management. They discuss Oliver's career journey from accounting to investment management, the current state of the UK stock market, and the implications of recent changes in inheritance tax laws. The conversation also highlights the importance of entrepreneurial culture in the UK and how it impacts the economy.TakeawaysCharlie Chami returns to podcasting after a busy tax...
2025-05-1439 minThe Private Client PodcastE22: Probate, Court of Protection & Progressing to Partner with Tamara HassonIn this episode we sit down with Tamara Hasson, Partner at Stephens Scown, who specialises in both contentious and non-contentious probate. Tamara shares her expertise on key aspects of her role, and career progression in law.What We Cover:🔹 What happens to client assets after death—and what if someone isn't happy?🔹 The role of a trustee and their personal liability.🔹 Why building a "super squad" of private client advisers benefits clients.🔹 The importance of asking difficult but necessary client questions.🔹 Career progression in law—how to go from associate to partne...
2025-03-0545 minThe Private Client PodcastE21: Philanthropy and charitable giving with Sabita RaviOur host Charlie Chami talks to Sabita Ravi, Philanthropy Manager at Quartet Community Foundation. They discuss a wide range of topics from moving from Delhi to the UK to the challenge of working with people experiencing homelessness.They delve into what a community foundation is and how they can help individuals set up charitable foundations in their own name, directing money to the causes that matter to them.Finally, they discuss why individuals should consider donating to a charity or setting up a charitable trust. How advisers can deepen the relationship with their clients and...
2025-02-1935 minThe Private Client PodcastE20: A career in Financial Services with Ben StaniforthIn this episode we talk to Ben Staniforth, Managing Director at Close Brothers Asset Management. Ben shares his personal experience of working in financial services, recruiting and managing a team of Financial Planners. We also talk about the increase in standards in the profession and why communication skills are more important than maths in Financial Planning. Finally, the importance of working with other private client professionals to get the best outcomes for clients.Ben Staniforthhttps://www.linkedin.com/in/ben-staniforth-075a3728/Â Private Client Networkhttps://www.privateclientnetwork.co.u...
2025-02-0529 min
IFA TalkPodcast #101: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami
In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business.Â
Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges are whilst being an IFA and a director in a directly authorised firm.
Also in the discussion, Sue and Brandon ask Charlie about the trials and t...
2025-01-0819 minThe Private Client PodcastE19: Venture Capital & Angel Investing with Simon TuttonIn this episode Charlie Chami talks to Private Client Network co-founder Simon Tutton.We talk about the start of Simon’s career from working with an MEP, helping to set up a community foundation, through financial advice and eventually venture capital.How does venture capital work, what kinds of companies are looking for money and where does that money come from.We discuss the attractive tax incentives on offer by investing in these types of schemes and the risk of permanent investment loss. We also discuss Difference between Venture Capital and Angel Investors....
2024-12-1331 minThe Private Client PodcastE18: Founding a law firm with Emily RoskillyIn this episode Charlie Chami talks to Emily Roskilly, Partner and Co-Founder of Roskilly & Mills LLP.They discuss why Emily went into law and how she secured a sought after training contract at VWV.Emily talks about how she knew she wanted to be a litigator and why she specialised in contentious probate and advising unmarried couples. How covid lockdown provided the impetus to set up her own law firm and how she teamed up with her co-founder Lucia Mills.We end with the steps needed to set up your own f...
2024-11-2731 minThe Private Client PodcastE17: Family Law with Tara Connor-McLarenIn 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...
2024-11-1336 min
The Financial Planning PodcastCharlie Chami - Glamis IFAIn this episode of The Financial Planning Podcast, host Lewis Byford is joined by Charlie Chami, Director and Independent Financial Adviser at Glamis IFA. With over 15 years of experience in financial services, Charlie's expertise spans Fixed Income, Commercial Real Estate, and Asset Management. His impressive background includes a BA in Business/Economics and several financial qualifications, and in 2016, he was recognised in Citywire's 'Top 35 Advisers under 35.' Charlie brings a wealth of knowledge to this episode, offering insights into navigating complex financial markets and delivering exceptional client service. Connect with Lewis Byford Connect...
2024-11-1257 minThe Private Client PodcastE16: Journey through Financial Planning with Ian RichardsToday 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 FPFShttps://www.linkedin.com...
2024-10-2945 minThe Private Client PodcastE15: Financial Services Disputes with Darren KiddIn 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 Kiddhttps://www.linkedin.com/in/darrenkidd/ Private Client Networkhttps://www.pri...
2024-10-1631 minThe Private Client PodcastE14: Gifting, Business and Taxes with Amy Buckley Partner at AzetsIn this episode Charlie Chami is joined by Amy Buckley Partner and Head of Tax for Central & West at Azets. They discuss the joy of dealing with individuals and helping them meet their goals as well as life events, gifting to children or selling a business. They also discuss working with other professionals such as Financial Advisers and Private Client Solicitor, Business Relief and how to ensure it doesn’t fall foul of inheritance tax rules. Amy Buckleyhttps://www.linkedin.com/in/amy-buckley-99184849/ Private Client Networkhttps://www.p...
2024-10-0225 minThe Private Client PodcastE13: Media in the Legal sector with David Opie - Managing Director of Today's MediaIn this episode we talk to David Opie, Managing Director of Today’s Media. David shares his personal experiences of buying and running his own firm. How Todays Media bridges the gap between the regulated and unregulated parts of the legal sector through their media output (Today's Wills & Probate, Today's Family Lawyer and Today's Conveyancer) as well as their high-profile awards ceremonies. Finally David talks about his plans for the future of Today’s Media.David Opiehttps://www.linkedin.com/in/david-opie/ Private Client Networkhttps://www.privateclientnetwork.co.uk/ https...
2024-09-1825 minThe Private Client PodcastE12: Jimmy Savile, Blended Families & Training Contracts with Sarah BoltOur host Charlie Chami discusses all thing contentious probate, (inheritors trying to increase their share of an inheritance) with Sarah Bolt, Senior Associate at Irwin Mitchell. They discuss how huge increases in property values and the rise of the ‘blended family’ have increased the number of probate cases being challenged. They also discuss Sarah landing on a very high-profile probate case representing the executors of the Jimmy Savile estate. To finish, they discuss the challenges of getting a training contract and the new ways to get into the legal profession.Sarah Bolthttps://www.linkedin.com...
2024-09-0438 minThe Private Client PodcastE11: Tour De France aspiration to auctioning a Page Three model - Arts & Antiques with Toby PinnCharlie Chami speaks to Chartered Arts & Antiques Surveyor, Toby Pinn. Toby discusses his early aspirations to join the Tour De France, exploring peoples lives through their possessions and building trusted relationships with solicitors to help with probate valuations.Toby Pinnhttps://www.linkedin.com/in/toby-pinn-mrics-9862b229/https://www.tobypinn.co.uk/Private Client Networkhttps://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 Chamihttps...
2024-08-2139 minThe Private Client PodcastE10: Curating your legal career with Alison HawesIn this in-depth conversation, Alison Hawes (Consultant at Burges Salmon) talks about her fascinating career across three, top 50 law firms. Building a family team from scratch, choosing and curating her specialisms and progressing her career by building her professional network.https://www.linkedin.com/in/alisonhawes/Private Client Networkhttps://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 Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co...
2024-08-1450 minThe Private Client PodcastE9: What can we expect (or wish for) from the new Labour GovernmentSomething different in this episode, our host Charlie Chami is joined by a fantastic panel of professionals to discuss what we might get from the new Labour government and anything we have on our Wishlist. Thanks to our guests Heledd Wyn, Partner at Shakespear Martineau, Anton Lane, Managing Director at Edge Tax Professional Services and Simon Tutton, Partner at Waterspring Ventures. Heledd Wynhttps://www.linkedin.com/in/heleddwyn/  Anton Lanehttps://www.linkedin.com/in/anton-lane-09884418/ Private Client Networkhttps://www.privateclientnetwork.co.uk/ http...
2024-07-2941 minThe Private Client PodcastE8: Money and investing with Michael HolderOur 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 Holderhttps://www.linkedin.com/in/michael-holder-a310bb39/ Firm: JM Finn (Discretionary Fund Manager)https://www.jmfinn.com/our-people/michael-holder/ Private Client Networkhttps://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ http...
2024-07-2242 minThe Private Client PodcastE7: Luxury villas, houses & cars - how to protect them with Richard MoxonFrom being chased out of a client home by bulldogs to appraising high value European Villas. Richard Moxon tells us about his career in insurance, working in larger institutions such as Zurich and March to being Private Client Director at the specialist broker Hayes Parsons.https://www.linkedin.com/in/richard-moxon-94260325/Â Private Client Networkhttps://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 Chamihttps://www.linkedin.com/in/charleschami https://w...
2024-07-0839 minThe Private Client PodcastE6: Paraplanner, Entrepreneur and Chartered Financial Planner with Kim SareOur host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Chartered Financial Planning firm.https://www.linkedin.com/in/kimsare/Â Private Client Networkhttps://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 Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.c...
2024-06-2434 min
React Native RadioRNR 300 - Special Episode: Ask Us Anything!Episode 300 special!!Our hosts celebrate 300 episodes of React Native Radio by taking listener question!  Tune in for this fun "Ask Us Anything" episode where listeners and previous guests submit their burning React Native questions for Jamon, Robin, and Mazen.  Show NotesRNR 187: Typescript!RNR 196: The art of code reviewRNR 287: Charlie CheeverSpecial Thanks to Our Guest QuestionsBekah Hawrot-Weigel (@bekahhw)Peter Piekarczyk (@peterpme)David Leuliette (@flexbox_)Colin Gray (@colinta)Connect With Us!React Native Radio: @ReactNativeRdioJamon - @jamonholmgrenRobin - @robin_heinzeMazen - @mazenchami
2024-06-1743 minThe Private Client PodcastE5: Trusts, Care homes and the Crusades with Heledd WynOur host Charlie Chami has a fascinating conversation with Heledd Wyn a Partner in the Private Client team at Shakespeare Martineau. They cover Heledd’s entry into the world of law, her initial trepidation and why she specialized in private client work. From how trusts were created during the crusades, how to mitigate inheritance tax, ending with becoming a Partner and advice for the younger generation of solicitors wanting to reach the top of their firms.https://www.linkedin.com/in/heleddwyn/Private Client Networkhttps://www.privateclientnetwork.co.uk/ https://www.linkedin.co...
2024-06-1047 minThe Private Client PodcastE4: Big Four to running your own tax firm with Anton LaneHost Charlie Chami speaks to Anton Lane, Managing Director at tax and accountancy firm Edge Tax. We cover the start of his career, working at one of the big four EY, advising professional footballers and eventually setting up his own firm Edge Tax. https://edge-tax.com/ https://www.instagram.com/edgetax/https://www.youtube.com/channel/UCy8OLgHDuiawFJBxA6lVDYwhttps://uk.linkedin.com/in/edge-tax Private Client Networkhttps://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com...
2024-05-1934 minThe Private Client PodcastE3: Threat assessment for high profile individuals with Philip GrindellOur host Charlie Chami speaks to Philip Grindell from Defuse Global.Philip spent four years in the British Army followed by twenty nine years with the Metropolitan Police covering all manner of threats, including terrorism, organised crime and stalking with a focus on close protection.Following that he decided to start his own firm Defuse Global which provides services such as threat prevention and investigation as well as advisory and training. He also runs the excellent Defuse Podcast.https://www.defuseglobal.com/https://www.defuseglobal.com/podcast/Private Client...
2024-05-0752 minThe Private Client PodcastE2: Networking Skills - Ten Steps to SuccessCharlie and Simon talk about how to reduce some of the pitfalls and awkwardness of networking and more importantly, discuss ten practical steps that you can make to get the most out of your networking.Private Client Networkhttps://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 Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Host: Simon Tuttonhttps://www.linkedin.com/in/simontutton/
2024-04-2543 minThe Private Client PodcastE1: Introduction to the Private Client PodcastOur first ever podcast, hosts Charlie Chami and Simon Tutton discuss why they started the Private Client Network, how it has expanded and their plans for the future.Private Client Networkhttps://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 Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Host: Simon Tuttonhttps://www.linkedin.com/in/simontutton/
2024-04-1616 min
React Native RadioRNR 287 - Special Guest: Charlie CheeverThis episode brought to you by Infinite Red! Infinite Red is a premier React Native design and development agency located in the USA. With five years of React Native experience and deep roots in the React Native community (hosts of Chain React and the React Native Newsletter), Infinite Red is the best choice for your next React Native app.Connect With Us!Charlie Cheever - @ccheeverJamon - @jamonholmgrenRobin - Â @robin_heinzeReact Native Radio: @ReactNativeRdio
2024-02-0359 min
Mi Mejor Versión (by Charlie)Menstruación y ParejaEn este corto (parte de la misma charla con Chami, Koki y Kiki) abordamos la temática de la menstruación y algunas nociones para que la mujer se sienta acompañada por el hombre en el proceso, incluyendo una visión femenina sobre el tópico y una mejor forma de lograr que éste sea parte cotidiana de la pareja.
2021-03-0110 minMi Mejor Versión (by Charlie)Comunicación en la Pareja (herramienta)Este corto producido en una charla con mis hermanas (Chami, Koki y Kiki) incluye la explicación de una herramienta sencilla que puede usarse para mejorar la comunicación en la pareja, particularmente en pos de satisfacer las necesidades de la mujer, ofreciendo un método funcional al hombre para lograrlo. Más allá de que no se sostiene bajo condiciones utópicas o ideales, pretende brindar una herramienta realista que cumpla con una necesidad comunicativa de la mujer en una pareja heterosexual.
2021-03-0118 min
2015-10-1248 min