Ep 51: Experts in Our Mighty Profession

Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering:

• How Jonathan and Dom started out and met
• The start of Expert Wealth Management
• When 3 became 2 & the team behind the success
• The significance of bringing the next generation through
• The challenges of running a business & recruitment
• What happens next…& the question of succession
• The client advisory board - what is it?
• Goals for the future