In Conversation With... Rob Schwartz, Rob Bell and Scott Millar, co-founders, Finova Money

The Money Marketing Podcast

In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.