Why I Said “Laters” To The GDC At 32 And Co-Founded My Own Financial Planning Firm At 33
February 11, 20254:01 pm
Why I Said “Laters” To The GDC At 32 And Co-Founded My Own Financial Planning Firm At 33

…just woke up one day and fancied it really 🤷‍♂️ 🤣

Actually, there was a little bit more to it than that. Turns out receiving the rubber stamp of approval from the Financial Conduct Authority (FCA) isn’t the big old cakewalk they say it is (…do they even say that??)⁣

But I guess that’s a good thing – it means that they don’t just let anyone do it keeping quality where it needs to be⁣

How it really started was via my own investing journey way back in 2017. Safe to say these early forays didn’t initially go to plan. However, in hindsight this was a positive because it made me realise I needed to learn more in order to succeed. And so began a journey/obsession of reading every finance book and going on every business related dental course that I could find. ⁣

I kind of struggle to do things by half lol so true to brand I went all in on the learning... I guess when you keep reading on one thing enough times some of the wisdom starts to rub off (…it took a while – but it went in there)⁣

When it comes to finance/money there are a lot of options to choose from. Sometimes the textbook options are the most appropriate… however theres also a lot of cool stuff that’s slightly off the beaten track which is also valuable. And in my opinion, it’s when you do BOTH you can achieve the best possible outcomes. ⁣

I’ve tried to create a resource that gives fair balance to ALL options here on this platform⁣

The real key is education – at least if you are well informed about something then you can truly decide if it is for you or not. And for me, why not learn about money – perhaps the single biggest thing that will allow you to have more freedom/independence. That’s the real reason understanding finance is so useful. There’s soooo many things that can be done better when it comes to finance in this world. Some of it can be done independently with a little knowledge. And for the other parts which are a little more in depth… that’s when getting some input from someone impartial and regulated can help⁣ too

And so, if I was truly serious about creating the ultimate resource for dentists when it comes to learning more about finance…. getting the blessing of the FCA was next natural step to do that properly ⁣

…and if you’re gonna do something - do it right⁣ 🙏

So, in answer to the headline on this post…⁣

…a few reasons really⁣

But mainly because I think that money is the single most practical way to get back a little bit more of our time. Some dentists LOVE dentistry – and others… not so much. And that’s OK. However you feel, just find the balance YOU need to be happy in life… and knowing more on the money side of things can help to achieve that. ⁣

You can quite literally get an answer to any financial query on this page… the extra cool part is it’s totally free. Direct in the field wisdom is so useful and valuable – and now we have the regulated side of things covered too 😊⁣

I am NOT an expert on finance – Im a dentist who took some time to educate myself on that world and learned some stuff that really helped me. The purpose of this community is to share the best bits on here for others to benefit⁣

So, remember – keep focused and keep up the pursuit of knowledge, if you ask me it can really help achieve your life goals – we really do only have so much time to make our dreams a reality.⁣

And if you’re going to dream… then dream big⁣

Happy Tuesday


- Dr James

*Not Financial Advice⁣⁣⁣
Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.
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