Latest / Financial Planner Life Podcast
From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice | Karen Berisford
Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs.
In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM without relying on social media or paid marketing. Instead, she focused on referrals and long-term, values-led growth.
You’ll learn:
How to transition from investments to advice
The fear and reward of becoming client-facing
Turning one ex-colleague’s…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.