Nick McBreen, a financial adviser from Worldwide Financial Planning, talks to Cherry Reynard about his &healthy disrespect& for the standard of financial services advice and what he is doing to deliver solutions to his clients
What is your background? I came from a graduate teacher background, but I gave that up pretty quickly. In the late 1980s I worked for Abbey Life on the direct sales side. I worked my way up to a sales manager role then Abbey Life was sold to Allied Dunbar and I decided to leave. I spent some time as a business management consultant. As my background was advice-based, it seemed like a logical step to become an adviser. I met Peter McGahan and it was a real meeting of minds. The trouble was, coming from a management role, I had no clients. I have now spent four and a half years as an advi...
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