I was delighted to be interviewed by Lee Robertson of Octo Members as part of their Adviser Insight Series.
Octo Members is a private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices.
Their Adviser Insight interviews include a wide range of financial planners discussing their view of the industry, their career to date and ambitions for their firms. In the interview, Lee and I discuss the following:
- My background
- Why I founded Akrivis Wealth and my ambitions for the firm
- My investment beliefs
- What the industry is doing well and what we still have to improve on
I hope you find it interesting.