‘For 10 weeks it was pretty dark’

Meghann Showers

It’s The Pro Adviser Podcast. On this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to financial planner Ian Else, who launched 4 Financial Planning in January 2020, just two months before Covid-19 changed life as we know it. On 2 January 2020 Else […]

It's The Pro Adviser Podcast.

It’s The Pro Adviser Podcast.

On this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to financial planner Ian Else, who launched 4 Financial Planning in January 2020, just two months before Covid-19 changed life as we know it.

On 2 January 2020 Else launched 4 Financial Planning, his first business venture in financial advice after years of working for other people. Little did he know 2020 would prove to be one of the tumultuous years on record, with the UK hit with the coronavirus pandemic and, as a result, the deepest recession on record.

In this week’s podcast, Else talks about his “rollercoaster” first year in business. From a smooth start in January, by March, as the UK was facing lockdown, life was becoming far more difficult, with Else describing the first weeks of lockdown as “pretty dark”.

Like most advisers, Else faced issues with providers also having to adjust to a ‘new normal’, with one pension projection for a new client taking seven months to come through. 

He also talks openly about turning away a client who made some racially insensitive remarks that did not sit well with him.

To hear more of what Else has to say please click the embed link below. 

You can listen to the podcast – and all our other episodes – through iTunes and Spotify by searching The Pro Adviser Podcast or Professional Adviser in their respective podcast libraries. You can also click the embedded play button above to listen. 

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