On Friday 9th November, I connect with with Pete Matthew, the MD of Jacksons Wealth in Penzance, Cornwall and the Creator of MeaningfulMoney.tv to talk about outsourcing to DFMs. Pete shared some great insights from his own experience with choosing a DFM; what he learnt from the process and what he would have done differently. Enjoy!
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If you have questions for Pete or suggestions on future guests, topics, please get in touch