Dan Boardman-Weston | Why financial literacy in the UK must improve
Description
Dan Boardman-Weston in the CEO of BRI Wealth Management, the financial planning and wealth management firm based in Meriden.
Having initially joined the firm as a trainee, Dan eventually succeeded his dad, Simon, as CEO.
In this episode, he talks to Henrietta about making that transition and navigating his way through the challenges of leadership at a young age.
We also hear his thoughts on the current state of play with the economy and the financial markets - and why he feels financial literacy across the UK needs to be better.
Henrietta Brealey is currently on maternity leave. This interview was pre-recorded. All information was correct at the time of recording.
Key topics:
· His first steps into the business
· Succeeding his father as CEO
· Navigating leadership challenges at a young age
· AI and people in the finance sector
· His competitive streak
· Financial literacy in the UK
· The economy - present and future
United States
