Glen James

His experience working with his clients revealed the gap between the financial advice world and particular generations that need that knowledge, so he created a podcast for millennials, my millennial money. Glen presents with his own relaxed, conversational style of infotainment — information and knowledge wrapped in his trademark banter. He aims to teach in a light-hearted way while still managing to cover sensitive and important topics in an engaging way. 

Still involved in financial advice networks, Glen is a regular presenter at various events, webinars, businesses and groups nationally. He is a regular contributor to a variety of national money publications, blogs and content creators. He hosts a podcast for financial advisers called “wish you’d known”. 

Glen built his own business organically from the ground up (without debt!) in 2010, going on to win the 2016 national Client Experience Award as the highest rated financial planning business within the financial planning network he was a member of (Apogee Financial Planning). Glen went on to win the 2017 Adviser of the Year award with Apogee Financial Planning. In the same year, Glen was a top 3 finalist for the Association of Financial Adviser’s (AFA) Adviser of the Year award.