Jack Fallows - Financial Planning

The Recruiters Café Podcast

In this episode of Recruiters Café Podcast, Rob chats with Jack Fallows from Herald Wealth Management about his remarkable journey from manufacturing engineering to financial advising. Jack shares his motivation for the career transition, driven by a desire for greater autonomy and a more meaningful societal contribution. We explore how financial advising has allowed him to help clients achieve financial security and confidence, making a significant impact on their lives. Jack opens up about the stress of his previous career and the fulfilment he finds in empowering others to make sound financial decisions.

Listen in as we unravel the complexities of managing workplace pensions, especially for those who have switched jobs multiple times. Discover how many individuals accumulate several pension plans without fully understanding their value or investment details. This discussion highlights the essential role financial advisors play in organizing and clarifying these pensions, which can lead to positive surprises or necessary adjustments in retirement planning. We also explore the importance of genuine employee benefits, such as robust pension plans, over superficial perks, emphasizing the real value they add to employees' lives.

In a fascinating segment, we explore the innovative strategies of specializing in divorce financial settlements, particularly focusing on the implementation of income protection policies as a valuable employee benefit. Learn how offering group income protection can attract and retain top-tier staff while providing financial advantages for employers. Jack shares insights into collaborating with family lawyers during divorce proceedings to manage pension settlements, showcasing how filling this niche market gap benefits both clients and financial advisors. As we wrap up this series, we announce a brief winter break, promising to return with engaging interviews and discussions in 2025.

To reach out to Rob to discuss anything this episode covers, then he can be contacted on LinkedIn > (1) Rob Griffiths | LinkedIn or by email, [e-mail] you can visit the website which is www.blueorchidrecruitment.co.uk or call Blue Orchid Recruitment on 01743 612013.