top of page

Episode 160

Hybrid Financial Advice with Rob & Caroline from Ammonite

Episode 160

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite.

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

Join our community: https://bit.ly/3yhvhFW



Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

Copy of plannex initial branding concepts (1).png

Copyright © 2025 Plannex

  • LinkedIn
  • Instagram
  • Twitter
  • Facebook
  • YouTube
  • Spotify
mediamodifier_image (11).png

Join our Mailing List...

...and receive a free 'great questions' list for financial planners, curated by our members

We promise to only send you things you may be interested in. You can unsubscribe at any time.

bottom of page