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.
The Private Client Podcast
E15: Financial Services Disputes with Darren Kidd
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In this episode we talk to Darren Kidd, Partner in the Financial Services disputes team at law firm Clarke Willmott. We discuss what’s involved in Financial Services disputes, who is disputing what and with whom. We look at Tax Efficient Investing, the importance of documented due diligence and the roles of the Financial Ombudsman Service and the courts in resolving disputes.
Finally, we talk about client acquisition and working with Financial Advisers and other private client professionals.
Darren Kidd
https://www.linkedin.com/in/darrenkidd/
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
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For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.
