Latest / Financial Planner Life Podcast

How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice | Heather Hiley
In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment.
🔥 Key Takeaways:
A Non-Traditional Start: Heather began her career in retail and ran a furniture business for over 10 years. Despite a long period without contributing to her pension, she felt a renewed…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.