Friday 4th July 2025

What’s it really like being a financial planner?

From building trust with clients to giving back through charity, Rob Lewis shares what it really takes for modern financial advice to succeed.

In this episode of Planner Unplugged, host Edmund Greaves chats with Rob Lewis, co-founder of Celtic Financial, about the highs, lows, and lessons from his career in money advice.

Rob talks about what it takes to succeed in the industry: from winning over clients to tackling regulation and keeping up with the latest tech.

He also talks about his passion for charity work in the care sector, and why giving back means so much.

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