Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben to talk about defining roles and setting expectations internally within the business to ensure the service agreement is met, and how the business has evolved as a result.
This presentation is proudly brought to you by Holon. Visit us at Holon Investments or follow us on LinkedIn. Invest different, with Holon.
You can get a transcript of this podcast
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.