From Restricted Adviser to Independent Financial Planner

Financial Planner Life Podcast - A podcast by Sam Oakes

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Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a result of the 2008 Financial Crash, where he became interested in pursuing a career in Financial Advice. Through feedback from those around him, along with some self-analysis, Lee decided that personally he hadn’t had enough working life experience to step up into advice at this stage, and so focused his efforts toward developing his Financial...