Prepared for UK professional advisers only. Eleanor Williams, the partnerships director at Albemarle Street Partners, sits down with Ray Tuffield, managing partner and founder of Courtney Havers LLP. Ray shares his experience as an independent financial adviser who has been in the business for over thirty years, having built a successful financial advice firm.
Ray has remained proudly independent and has seen his business thrive despite the changing and challenging nature of the sector.
In this episode t...
Prepared for UK professional advisers only. Eleanor Williams, the partnerships director at Albemarle Street Partners, sits down with Ray Tuffield, managing partner and founder of Courtney Havers LLP. Ray shares his experience as an independent financial adviser who has been in the business for over thirty years, having built a successful financial advice firm.
Ray has remained proudly independent and has seen his business thrive despite the changing and challenging nature of the sector.
In this episode they discuss the enduring importance of soft skills and a personal approach to financial advice despite the challenges new technology brings. Eleanor hears how Ray has adapted and kept pace with the regulatory changes impacting the industry as it becomes increasingly professionalised. Finally, they talk about leadership, motivation and what success looks like to Ray.
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