In this episode Wayne and Hazel are joined by not one but two fantastic guests – the founders of Bates Wilcox, Natalie and Charlotte. They came together to establish Bates Wilcox in 2019 just before the pandemic and in this episode we hear how they have taken the New Build mortgage world by storm.
Charlotte and Natalie share with us their clear passion for creating a sustainable work life balance for both themselves as business owners and their team whilst maintaining an exemplar level of service to their clients and stakeholders within the New Home world.
In this episode we cover:
Wayne and I loved chatting with Natalie and Charlotte in which we are sure you’ll agree is a hugely valuable episode for anybody within the financial services sector.
If you are experienced in financial planning, mortgage or protection advice and feel you have a story to tell, please reach out to hazel.johnston@landg.com
Support materials:
Want to find out some more of the elements which equate to adviser success with protection conversations? Explore our research here: Secrets of Protection Success | Legal & General (legalandgeneral.com)
Want to talk to someone regarding Protection? Find your dedicated team here.. Find my dedicated team | Adviser Protection | Legal & General (legalandgeneral.com)
In this episode Wayne and Hazel are joined by not one but two fantastic guests – the founders of Bates Wilcox, Natalie and Charlotte. They came together to establish Bates Wilcox in 2019 just before the pandemic and in this episode we hear how they have taken the New Build mortgage world by storm.
Charlotte and Natalie share with us their clear passion for creating a sustainable work life balance for both themselves as business owners and their team whilst maintaining an exemplar level of service to their clients and stakeholders within the New Home world.
In this episode we cover:
Wayne and I loved chatting with Natalie and Charlotte in which we are sure you’ll agree is a hugely valuable episode for anybody within the financial services sector.
If you are experienced in financial planning, mortgage or protection advice and feel you have a story to tell, please reach out to hazel.johnston@landg.com
Support materials:
Want to find out some more of the elements which equate to adviser success with protection conversations? Explore our research here: Secrets of Protection Success | Legal & General (legalandgeneral.com)
Want to talk to someone regarding Protection? Find your dedicated team here.. Find my dedicated team | Adviser Protection | Legal & General (legalandgeneral.com)