Experts in Our Mighty Profession
In this episode:
Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering:
How Jonathan and Dom started out and met
The start of Expert Wealth Management
When 3 became 2 & the team behind the success
The significance of bringing the next generation through
The challenges of running a business & recruitment
What happens next…& the question of succession
The client advisory board - what is it?
Goals for the future
Who is Dom Spalding?
Dom is a highly experienced Chartered Financial Planner with an extensive career in the financial services profession. He had several roles at Friends Provident, then spent five years at Edmund Gibbs Financial Services (now Shaw Gibbs) as an Independent Financial Adviser specialising in pensions and retirement planning. He and Jonathan Hunt set up Expert Wealth Management together in 2004.
Where to find Dom:
LinkedIn: Dom Spalding
Twitter: @DomSpalding
Who is Jonathan Hunt?
Jonathan has almost 30 years of experience in the financial services profession. He worked with both a major life company and a local financial planning firm, before setting up Expert Wealth Management in 2004. His focus is on providing a financial planning experience that concentrates on the individual and the dreams they have, and developing a plan that helps them to achieve what’s most important.
Where to find Jonathan:
LinkedIn: Jonathan Hunt
Twitter: @TheWealthExpert
