I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!
About this episode
Samantha Wood shares her journey from the British Army to building a successful financial planning business managing nearly £40 million in three years.
What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years? In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Samantha Wood, founder of Wood Mitchell Financial Planning and a Partner at St. James’s Place. Samantha’s career began in the British Army, where she progressed from soldier to officer and developed the discipline, leadership and adaptability that would later sh...
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