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
E28: Private Client Insurance with Laura Davidson
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In this episode, Laura Davidson shares her journey into the insurance industry, the evolution of private client insurance, and the importance of relationships and expertise in providing tailored insurance solutions. Discover insights into high net worth insurance, claims management, and how regulation has shaped the industry.
Key Topics
· Laura Davidson's career path in insurance
· Growth of private client insurance as a specialty
· Importance of client relationships in insurance
· Claims process and managing claims stress
· Underinsurance risks and surveyor role
· High net worth asset protection and bespoke policies
Laura Davidson
https://www.linkedin.com/in/laura-davidson-9b18b2287/
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
Private Client Network
https://www.privateclientnetwork.co.uk/
https://www.linkedin.com/company/private-client-network/
https://www.instagram.com/private_client_network/
https://www.youtube.com/@ThePrivateClientPodcast
For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.
