The Private Client Podcast

Hosted by The Private Client Network

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Jun 2026

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About the show

Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more. Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses. This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

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28 recent

June 24, 2026Episode 2827 min

E28: Private Client Insurance with Laura Davidson

Send us Fan Mail In this episode, Laura Davidson shares her journey into the insurance industry, the evolution of private client insurance, and the importance of relationships and expertise in providing tailored insurance solutions. Discover insights into high net worth insurance, claims management, and how regulation has shaped the industry. Key Topics · Laura Davidson's career path in insurance · Growth of private client insurance as a specialty · Importance of client relationships in insurance · Claims process and managing claims stress · Underinsurance risks and surveyor role · High net worth asset protection and bespoke policies Laura Davidson https://www.linkedin.com/in/laura-davidson-9b18b2287/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

June 11, 2026Episode 2734 min

E27: Journey of a Private Wealth Solicitor with Stewart Campbell

Send us Fan Mail In this episode of the Private Client Podcast, Charlie Chami speaks with Stewart Campbell, Private Client Solicitor at JMW Solicitors and host of the Manchester Private Client Network events. Stewart shares his journey into law, from studying law at university and working in personal injury and business crime, to qualifying as a solicitor and building a career in private wealth and estate planning. The conversation explores the realities of entering the legal profession, the value of networking and relationship-building, and the role of private client solicitors in helping individuals and families with wills, trusts, powers of attorney, succession planning, and inheritance tax mitigation. Key Topics Covered Stewart's route into law and early career experiences Working in personal injury and business crime before specialising in private wealth The role of a private client solicitor Trusts, succession planning, and protecting family wealth Inheritance tax planning and upcoming pension rule changes The Residence Nil Rate Band and its impact on estate planning Growing demand for professional advice following tax changes AI, ChatGPT, and the future of legal and financial advice The importance of professional networks and collaborative advice Growth of the private client community in Manchester Stewart Campbell https://www.linkedin.com/in/stewart-campbell-708aab145/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

May 20, 2026Episode 2632 min

E26: Business Development for Lawyers with Leah Burrows

Send us Fan Mail Unlock the secret to transforming law firm partners (or aspiring partners) and private client professionals into confident business developers — without feeling salesy or awkward. Leah Burrows , founder of BD Partner , reveals the mindset shift that can turn BD from a dreaded task into a natural part of your professional life. She shares how lawyers and other professionals can rebrand sales as giving, focus on relationship-building, and leverage simple tools like LinkedIn engagement and coffee conversations. You'll discover: The critical difference between selling and adding value — and how to embrace it Easy hacks to build your network authentically, from reconnecting with old contacts to social media tips How to elevate your personal brand without risking compliance issues The common pitfalls firms overlook in training their teams for BD success Practical steps for middle- and senior-level professionals to start bringing in their own business today If you’re a legal or financial professional feeling the pressure to find new clients or aim for partner, this episode is your roadmap to confidence and growth. Leah's energetic, positive approach makes business development feel achievable — and essential for your career. Connect with Leah: leah@thebdpartner.com https://www.linkedin.com/in/leahburrows/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

July 3, 2025Episode 2537 min

E25: Journey of a Private Client Solicitor with Rebecca Purchase

Send us Fan Mail Summary In this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practice course and training contract, and the importance of private client work. The conversation also covers key topics such as inheritance tax, estate planning, lasting powers of attorney, and the significance of collaboration between solicitors and financial advisors. Rebecca shares valuable insights and advice for aspiring solicitors, emphasizing the importance of networking and asking for opportunities. Takeaways - Rebecca's journey into law was influenced by limited career exposure in school. - She enjoyed her legal practice course after taking a year out to gain perspective. - Networking played a crucial role in Rebecca's career advancement. - Private client work involves significant client interaction and emotional support. - Understanding inheritance tax is essential for effective estate planning. - Lasting powers of attorney are vital for ensuring control over future decisions. - Collaboration between solicitors and financial advisors enhances client service. - Asking for opportunities can lead to unexpected career advancements. - Financial advisors should be involved early in estate planning discussions. - Networking and follow-up are key to building professional relationships. Rebecca Purchase https://www.linkedin.com/in/rebecca-purchase-tep-13783b45/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

June 11, 2025Episode 2431 min

E24: Sales & High Net Worth Lending with Scott Clay

Send us Fan Mail In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by high net worth individuals in securing financing. They discuss the role of specialist lenders, the urgency in property transactions, and the significance of maintaining strong relationships with clients and other professionals. Scott shares insights from his career journey, the value of an MBA, and offers advice for professionals looking to improve their client acquisition skills. Takeaways - Sales is viewed differently in the US and UK. - A mindset focused on helping clients leads to better outcomes. - It's crucial to speak to the right people at the right time. - Specialist lenders can provide solutions where traditional banks cannot. - Urgency in property transactions can create unique challenges. - Building relationships with other professionals is key to success. - Keeping promises is essential for client trust. - An MBA can provide valuable networking opportunities. - Understanding different business cultures enhances professional interactions. - Dealing with senior clients can simplify communication. Scott Clay https://www.linkedin.com/in/scottclay/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

May 14, 202539 min

E23: Audit to investment management with Oliver Brown

Send us Fan Mail In this episode of the Private Client podcast, Charlie Chami speaks with Oliver Brown, lead fund manager of IFSL RC Brown UK Primary Opportunities fund and head of AIM and Inheritance Tax Services at RC Brown Investment Management. They discuss Oliver's career journey from accounting to investment management, the current state of the UK stock market, and the implications of recent changes in inheritance tax laws. The conversation also highlights the importance of entrepreneurial culture in the UK and how it impacts the economy. Takeaways Charlie Chami returns to podcasting after a busy tax year end. Oliver Brown transitioned from accounting to investment management. Understanding financial statements is crucial for fund managers. Investment management is more engaging than auditing. Pensions will be included in inheritance tax from April 2027. AIM market offers tax relief for investors holding shares for two years. The UK stock market faces challenges in attracting new listings. Entrepreneurial culture is vital for economic growth. Investment funds allow individuals to pool resources for equity exposure. Changes in tax laws can significantly impact financial planning strategies. Oliver Brown https://www.linkedin.com/in/oliver-brown-05003618/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

March 5, 2025Episode 245 min

E22: Probate, Court of Protection & Progressing to Partner with Tamara Hasson

Send us Fan Mail In this episode we sit down with Tamara Hasson, Partner at Stephens Scown, who specialises in both contentious and non-contentious probate. Tamara shares her expertise on key aspects of her role, and career progression in law. What We Cover: 🔹 What happens to client assets after death—and what if someone isn't happy? 🔹 The role of a trustee and their personal liability. 🔹 Why building a "super squad" of private client advisers benefits clients. 🔹 The importance of asking difficult but necessary client questions. 🔹 Career progression in law—how to go from associate to partner. 🔹 The power of personal and firm branding online. 🔹 The unique employee-owned model and equal profit-sharing at Stephens Scown. If you’re interested in estate planning, legal careers, or the evolving role of advisers, this episode is packed with insights you won’t want to miss! 🎧 Tune in now and don’t forget to like, follow, and subscribe wherever you listen to your podcasts! Tamara Hasson https://www.linkedin.com/in/tamara-hasson-tep-ctaps-3051b7282/ . Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

February 19, 2025Episode 135 min

E21: Philanthropy and charitable giving with Sabita Ravi

Send us Fan Mail Our host Charlie Chami talks to Sabita Ravi, Philanthropy Manager at Quartet Community Foundation. They discuss a wide range of topics from moving from Delhi to the UK to the challenge of working with people experiencing homelessness. They delve into what a community foundation is and how they can help individuals set up charitable foundations in their own name, directing money to the causes that matter to them. Finally, they discuss why individuals should consider donating to a charity or setting up a charitable trust. How advisers can deepen the relationship with their clients and help them take advantage of tax treatment of charitable giving. Sabita Ravi https://www.linkedin.com/in/sabita-ravi-5740b429/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

February 5, 2025Episode 2029 min

E20: A career in Financial Services with Ben Staniforth

Send us Fan Mail In this episode we talk to Ben Staniforth, Managing Director at Close Brothers Asset Management. Ben shares his personal experience of working in financial services, recruiting and managing a team of Financial Planners. We also talk about the increase in standards in the profession and why communication skills are more important than maths in Financial Planning. Finally, the importance of working with other private client professionals to get the best outcomes for clients. Ben Staniforth https://www.linkedin.com/in/ben-staniforth-075a3728/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.

December 13, 2024Episode 1931 min

E19: Venture Capital & Angel Investing with Simon Tutton

Send us Fan Mail In this episode Charlie Chami talks to Private Client Network co-founder Simon Tutton. We talk about the start of Simon’s career from working with an MEP, helping to set up a community foundation, through financial advice and eventually venture capital. How does venture capital work, what kinds of companies are looking for money and where does that money come from. We discuss the attractive tax incentives on offer by investing in these types of schemes and the risk of permanent investment loss. We also discuss Difference between Venture Capital and Angel Investors. Finally, we end with Simon’s new venture Climb The River Simon Tutton https://www.linkedin.com/in/simontutton/ Host: Charlie Chami https://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ 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 For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.