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Katherine and Ollie had an engaging conversation with Lewis Byford on The Financial Planning Club Podcast, exploring their pasts, their present and what the future holds for Six Degrees.
Listen here to explore how Six Degrees is reshaping the wealth management experience and why aligning money with purpose is the future of the profession.
This insight is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The value of investments may go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future performance. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning or trust advice.