Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies

FinTechRetirement planningInvestments
Written By Melissa Canham
 

You can also listen to the episode on Spotify and Apple Podcasts.

In this episode:

Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen.

Here’s what is covered in the episode:

  • 19 years in Financial Services and what that looks like

  • Two questions to consider when taking the next step in business

  • The entrepreneurial journey and ‘getting permission’

  • The power of the press and social media

  • What’s next for RockWealth Aberdeen

Who is Lloyd Davies?

Lloyd Davies is a Chartered Financial Planner and owner of RockWealth Aberdeen, which he set up nearly a year and a half ago. He studied at RGU University, before doing stints at HSBC, Central Investment and Ascot Lloyd.

Find Lloyd here:

Melissa Canham
Next

Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood