In Episode 03 of the NewIn podcast, Cathi Harrison is joined by co-host Ilana Miller and guests Simon Lloyd and Kim Binks for an episode focussed on our New Talent alumni who have made an intentional choice to build a career in financial services.
Ilana Miller (Investment Development Director at Royal London) is joined by Simon Lloyd, a former wine merchant who spent 25 years in the fine dining and hospitality industry before making the decision to retrain as a financial planner at 50 and joining our New Talent programme.
Cathi is then joined by Kim Binks (Head of Finance and Corporate at Verve) to explore her journey into the world of financial services, and how she found her way to Verve and career she loves (with a quick pit stop to Dubai along the way!).
02:44 - Simon's 25 years in the wine trade
04:19 - The 'take the leap' moment
09:34 - Risks, barriers and finding the Verve Foundation
12:30 - Has Simon learned anything new about himself?
15:05 - "Don't save it - it's a Tuesday"
22:11 - Is financial services in Dubai the wild west?
24:32 - The CAS pipeline problem, and the Australia model
Cathi is Founder & CEO of Verve and the Verve Foundation, working to achieve their combined mission of building the future of financial services within the UK.
Ilana is Investment Development Director for Distribution at Royal London, and co-host on our New Talent episodes of the NewIn podcast.
Simon is a former wine merchant who spent 25 years in the fine dining and hospitality industry, before retraining as a financial adviser through our New Talent programme.
Kim is Head of Corporate and Finance at Verve, and has been integral in taking a small outsourced paraplanning firm and developing it into a multi-discipline business.
