WHAT'S IT ALL ABOUT, IF YOU REALLY WANNA KNOW
In 2021 I took on an apprentice. Not one from Alan Sugar's boardroom and certainly not one I can easily fire. I employed my son. A chance to pass on knowledge and an opportunity to learn, for both of us.
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From X to Z has a number of objectives.
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A means to update you about current news and views on financial planning and investment markets. An interactive way for him take all of this on board. A medium for readers to learn, especially the coming generations.
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But most importantly a collaboration, something we intend to build together, from top to bottom.
From X To Z.
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2024 UPDATE - Apprentice 1 career successfully launched; Apprentice 2 project underway.
X & Z
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STEVE PETRIE
"GENERATION X"
Steve is a wealth planning specialist and has been working with affluent families for over 20 years.
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He is a Chartered Financial Planner, a STEP Member and has additional qualifications in Will Writing and Long Term Care.
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He is based in London City and West End and his clients are typically high earning city professionals, business owners and wealthy families with complex situations.
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Steve is a real person, not a bitmoji.
BILLY PETRIE
"GEN Z"
Like most children, Billy is a wealth depletion specialist...but is committed to change.
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He is currently studying a Financial Services Apprenticeship.
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His focus is on educating his peers on seemingly simple financial matters that are not taught in schools, and educating older generations on why NFTs matter.
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As we move with the times, Billy's image is AI generated!
ALEX PETRIE
"GEN Z"
Alex successfully completed his Apprenticeship and took the next stage in his career and is now working for an investment company in the City!
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