In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan. Kanishk opens up about growing up in a small to...
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In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan. Kanishk opens up about growing up in a small to...
So, you want to be a self-employed IFA? Watch this first!
Financial Planner Life Podcast
41 minutes
2 months ago
So, you want to be a self-employed IFA? Watch this first!
If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own practice, or a mortgage broker looking to expand into financial planning, this episode of the Financial Planner Life podcast is a must-listen. This week, host Sam Oakes speaks with Mark Hobbs, founder of New Leaf Distribution - an IFA network that supports advisers at every stage of their career. From helping mortgage brokers future-proof their in...
Financial Planner Life Podcast
In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan. Kanishk opens up about growing up in a small to...
