Transact Podcast

James recently joined the team at Transact, the platform where the majority of our clients' investments are held, to discuss life at de Lisle Financial Planning.

In the podcast, James shares an insight into how we manage the growth of the business, embrace technology, and help clients navigate changes to pensions and inheritance tax planning. While the conversation is primarily aimed at fellow financial advisers, it also offers an interesting behind the scenes look at how we work and the thinking behind the service we provide.

If you're curious to learn more, you can listen to the podcast here.