The Private Client Podcast
Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
Podcasting since 2024 • 25 episodes
The Private Client Podcast
Latest Episodes
E25: Journey of a Private Client Solicitor with Rebecca Purchase
SummaryIn this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practi...
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Season 2
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Episode 25
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37:03
E24: Sales & High Net Worth Lending with Scott Clay
In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by hig...
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Season 2
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Episode 24
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31:01
E23: Audit to investment management with Oliver Brown
In this episode of the Private Client podcast, Charlie Chami speaks with Oliver Brown, lead fund manager of IFSL RC Brown UK Primary Opportunities fund and head of AIM and Inheritance Tax Services at RC Brown Investment Management. They discuss...
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39:39
E22: Probate, Court of Protection & Progressing to Partner with Tamara Hasson
In this episode we sit down with Tamara Hasson, Partner at Stephens Scown, who specialises in both contentious and non-contentious probate. Tamara shares her expertise on key aspects of her role, and career progression in law.What We ...
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Season 2
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Episode 2
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45:18
E21: Philanthropy and charitable giving with Sabita Ravi
Our host Charlie Chami talks to Sabita Ravi, Philanthropy Manager at Quartet Community Foundation. They discuss a wide range of topics from moving from Delhi to the UK to the challenge of working with people experiencing homelessness.The...
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Season 2
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Episode 1
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35:09
