Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best practice in the profession.

Whether you’re just starting out or you’re looking to take your firm to the next level, there’s something in this interview for everyone.

We also tackle one of the profession’s elephants in the room: Why, in 2021, is financial planning still dominated by white, middle aged-men?