Produced By: Ensombl
Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and development of her business.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
General 0.1