E7: Luxury villas, houses & cars - how to protect them with Richard Moxon

07/08/24 • 39 min

From being chased out of a client home by bulldogs to appraising high value European Villas. Richard Moxon tells us about his career in insurance, working in larger institutions such as Zurich and March to being Private Client Director at the specialist broker Hayes Parsons.
https://www.linkedin.com/in/richard-moxon-94260325/

Private Client Network
https://www.privateclientnetwork.co.uk/
https://www.linkedin.com/company/private-client-network/
https://www.instagram.com/private_client_network/
https://www.youtube.com/@ThePrivateClientPodcast
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
Host: Simon Tutton
https://www.linkedin.com/in/simontutton/

Previous Episode

E6: Paraplanner, Entrepreneur and Chartered Financial Planner with Kim Sare

Our host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Chartered Financial Planning firm.
https://www.linkedin.com/in/kimsare/

Next Episode

E8: Money and investing with Michael Holder

Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics about the importance of working with solicitors, care home fees and everyone’s favorite subject, taxes.
Guest: Michael Holder
https://www.linkedin.com/in/michael-holder-a310bb39/
Firm: JM Finn (Discretionary Fund Manager)
https://www.jmfinn.com/our-people/michael-holder/