Adviser Insight: Matt Aitchison talks about delivering a financial plan with Clear Vision

Octo Members
28 October 2020
Back

A 22 minute watch.  

Matt Aitchison spoke to Lee Robertson about joining the industry on a graduate scheme and the route to setting up Clear Vision in 2011.  During this insightful interview he talks about what financial planning means to him and how cash flow modelling is key to stress testing and delivering a solid plan that will really make a difference to clients. He talks about the people and businesses in the industry who he believes are doing great things and inspire him.  He finishes with some tips for new entrants believing that the future is bright.

Author.

Download the first private community app for UK financial services professionals