In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...
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In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...
Vanessa Barnes | Empowering Advice : Helping clients take control of their financial futures.
Just Covered
23 minutes
10 months ago
Vanessa Barnes | Empowering Advice : Helping clients take control of their financial futures.
In this episode of Just Covered, we’re honoured to be joined by Vanessa Barnes, chartered financial planner and recently appointed board member of the Consumer Duty Alliance. Vanessa is a trailblazer in many ways, running an all-female financial firm, she’s a powerful and dedicated advocate for women and the unique financial challenges they face, amongst many other things. This thoughtful discussion covers a range of key topics, like helping clients to find happiness in retirement, and ...
Just Covered
In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...
