In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...
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In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...
Special: Mark Lambert | Later Life Lending: Intergenerational advice and gifting
Just Covered
50 minutes
1 year ago
Special: Mark Lambert | Later Life Lending: Intergenerational advice and gifting
In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mark Lambert, Director at Viva Retirement Solutions. During the episode, Mark discusses the versatility of lifetime mortgages and the positive impact they can have for clients and their families. He also talks about educating clients on some of the common misconceptions surrounding LTMs and his holistic approach to providing advice to clients on their retirement options. ...
Just Covered
In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...
