Advice, AI and authenticity

From building trust with clients to championing young talent, Robert Lewis shares what it really takes to for modern financial advice to succeed.

In this episode, host Edmund Greaves chats with Robert Lewis, co-founder of Celtic Financial, about his journey into financial planning and what the job actually involves.

Rob shares why building trust with clients matters more than crunching numbers, how rising regulation is changing the game and why tech is shaking the market up. He also talks about his charity work in care and the importance of giving back.

Thinking about a career in finance? Rob’s got strong views on why the industry needs more young people: how collaboration, not competition, is the way forward.