How we built a £2.5 Billion lending business, and why we are doing it again with TAB!

Financial Planner Life Podcast

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life.

Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes.

You’ll learn about:

• The origins of West One Loans
• Scaling to billions in lending during the 2008 financial crisis
• The challenges and rewards of mixing friendship with business
• Why belief and confidence are the keys to success
• How TAB is transforming property finance

If you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [e-mail] in regards to sponsorship, partnerships, videography or career development.

فصل ها

1. Longtime Friends and Business Partners (00:00:00)

2. Pathways to Success in Finance (00:07:24)

3. Building a Lending Business From Scratch (00:14:37)

4. Navigating Challenges in Business Partnerships (00:23:39)

5. Navigating Private Equity in Finance (00:32:04)

6. Lessons Learned From Private Equity (00:36:11)

7. Business Ventures and Partnerships Post-Departure (00:41:20)

8. Building a Successful Lending Business (00:53:54)

9. Returning to Business With Technology (00:59:08)

10. Passion and Confidence in Business (01:13:28)