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.
Episodes
25 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
E20: A career in Financial Services with Ben Staniforth
In this episode we talk to Ben Staniforth, Managing Director at Close Brothers Asset Management. Ben shares his personal experience of working in financial services, recruiting and managing a team of Financial Planners. We also talk about the i...
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Season 1
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Episode 20
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29:50
E19: Venture Capital & Angel Investing with Simon Tutton
In this episode Charlie Chami talks to Private Client Network co-founder Simon Tutton.We talk about the start of Simon’s career from working with an MEP, helping to set up a community foundation, through financial advice and eventually v...
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Season 1
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Episode 19
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31:06
E18: Founding a law firm with Emily Roskilly
In this episode Charlie Chami talks to Emily Roskilly, Partner and Co-Founder of Roskilly & Mills LLP.They discuss why Emily went into law and how she secured a sought after training contract at VWV.Emily talks about how she k...
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Season 1
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Episode 18
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31:11
E17: Family Law with Tara Connor-McLaren
In this episode Charlie dives into family law with Tara Connor-McLaren, Partner in the family law team at Thrings Solicitors.They discuss, why Tara was attracted to Law, family law in particular and how working as a Paralegal helped in b...
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Season 1
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Episode 17
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36:58
E16: Journey through Financial Planning with Ian Richards
Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is ...
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Season 1
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Episode 16
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45:20
E15: Financial Services Disputes with Darren Kidd
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 Invest...
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Season 1
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Episode 15
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31:05
E14: Gifting, Business and Taxes with Amy Buckley Partner at Azets
In this episode Charlie Chami is joined by Amy Buckley Partner and Head of Tax for Central & West at Azets. They discuss the joy of dealing with individuals and helping them meet their goals as well as life events, gifting to children or se...
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Season 1
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Episode 14
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25:00
E13: Media in the Legal sector with David Opie - Managing Director of Today's Media
In this episode we talk to David Opie, Managing Director of Today’s Media. David shares his personal experiences of buying and running his own firm. How Todays Media bridges the gap between the regulated and unregulated parts of the legal secto...
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Season 1
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Episode 13
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25:32
E12: Jimmy Savile, Blended Families & Training Contracts with Sarah Bolt
Our host Charlie Chami discusses all thing contentious probate, (inheritors trying to increase their share of an inheritance) with Sarah Bolt, Senior Associate at Irwin Mitchell. They discuss how huge increases in property values and the rise o...
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Season 1
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Episode 12
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38:36
E11: Tour De France aspiration to auctioning a Page Three model - Arts & Antiques with Toby Pinn
Charlie Chami speaks to Chartered Arts & Antiques Surveyor, Toby Pinn. Toby discusses his early aspirations to join the Tour De France, exploring peoples lives through their possessions and building trusted relationships with solicitors to ...
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Season 1
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Episode 11
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39:34
E10: Curating your legal career with Alison Hawes
In this in-depth conversation, Alison Hawes (Consultant at Burges Salmon) talks about her fascinating career across three, top 50 law firms. Building a family team from scratch, choosing and curating her specialisms and progressing her career b...
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Season 1
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Episode 10
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50:06
E9: What can we expect (or wish for) from the new Labour Government
Something different in this episode, our host Charlie Chami is joined by a fantastic panel of professionals to discuss what we might get from the new Labour government and anything we have on our Wishlist. Thanks to our guests Heledd Wyn, Partn...
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Season 1
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Episode 9
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41:20
E8: Money and investing with Michael Holder
Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics abou...
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Season 1
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Episode 8
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42:00
E7: Luxury villas, houses & cars - how to protect them with Richard Moxon
From being chased out of a client home by bulldogs to appraising high value European Villas. Richard Moxon tells us about his career in insurance, working in larger institutions such as Zurich and March to being Private Client Director at the s...
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Season 1
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Episode 7
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39:00
E6: Paraplanner, Entrepreneur and Chartered Financial Planner with Kim Sare
Our host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Ch...
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Season 1
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Episode 6
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34:53
E5: Trusts, Care homes and the Crusades with Heledd Wyn
Our host Charlie Chami has a fascinating conversation with Heledd Wyn a Partner in the Private Client team at Shakespeare Martineau. They cover Heledd’s entry into the world of law, her initial trepidation and why she specialized in private cli...
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Season 1
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Episode 5
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47:56
E4: Big Four to running your own tax firm with Anton Lane
Host Charlie Chami speaks to Anton Lane, Managing Director at tax and accountancy firm Edge Tax. We cover the start of his career, working at one of the big four EY, advising professional footballers and eventually setting up his own firm Edge ...
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Season 1
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Episode 4
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34:34
E3: Threat assessment for high profile individuals with Philip Grindell
Our host Charlie Chami speaks to Philip Grindell from Defuse Global.Philip spent four years in the British Army followed by twenty nine years with the Metropolitan Police covering all manner of threats, including terrorism, organised cr...
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Season 1
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Episode 3
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52:42