Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK

Financial Planner Life Podcast - A podcast by Sam Oakes

Categories:

“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.”And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner.I’ve always enjoyed r...