On this week’s episode of The Pro Adviser Podcast Hannah Godfrey talks to St James’s Place (SJP) partner Carla Brown about how the giant helped her to set up her firm Oakmere Wealth Management.
In 2011 Brown joined SJP having become fed up with working with private clients at HSBC bank. She felt the bank was restricting advisers on what they could advise customers on and wanted the freedom to make those decisions for herself. In this week's podcast Brown tells listeners how SJP helped her set up her own business - something she had no experience of prior to starting Oakmere WM - and explains much how much oversight SJP has when it comes to the day-to-day running of her firm. Elsewhere, Brown discusses her Covid-19 exit strategy, having now made the decision those working i...
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