Dan Boardman-Weston in the CEO of BRI Wealth Management, the financial planning and wealth management firm based in Meriden.

Having initially joined the firm as a trainee, Dan eventually succeeded his dad, Simon, as CEO.

In this episode, he talks to Henrietta about making that transition and navigating his way through the challenges of leadership at a young age.

We also hear his thoughts on the current state of play with the economy and the financial markets - and why he feels financial literacy across the UK needs to be better.

Henrietta Brealey is currently on maternity leave. This interview was pre-recorded. All information was correct at the time of recording.

Key topics:

· His first steps into the business

· Succeeding his father as CEO

· Navigating leadership challenges at a young age

· AI and people in the finance sector

· His competitive streak

· Financial literacy in the UK

· The economy - present and future