Shows / Financial Planner Life Podcast
Financial Planner Life Podcast
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession.
Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week.
Financial planners, business owners, paraplanners, and…
Episodes
- Financial Planner Life Podcast
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Founder of the…
- Financial Planner Life Podcast
A clear career progression path – Natalie Cooke
This week Sam is joined by Natalie Cooke, a Paraplanner from Iron Market, to chat about her career journey from an administration role to Paraplanning. More…
- Financial Planner Life Podcast
Working in Spain as a Financial Planner – Chris Burke
This week Sam is joined by Chris Burke, Partner at The Spectrum IFA Group, based in their Barcelona office. Before making the brave decision to head to Spain…
- Financial Planner Life Podcast
Educating the next generation through the Personal Finance Society - Robert Boland
This week Sam is joined by Robert Boland, Chartered Financial Planner for Cotswold Independent Financial Services. Robert is also an education outreach…
- Financial Planner Life Podcast
Helping you to pass your R0 exams - Shannon Fox
This week Sam is joined by Shannon Fox, education and training coordinator at Lowes Financial Management. Whilst going through her own financial planning exams…
- Financial Planner Life Podcast
Lisa Tipton – Paraplanner turned business owner
Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at New World…
- Financial Planner Life Podcast
Mental Health Engagement with Nick Elston
This week Sam is joined by Nick Elston to talk about mental health engagement. Nick is a high-profile inspirational speaker on mental health and personal…
- Financial Planner Life Podcast
The Future of Financial Planning - Anthony Villis
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so…
- Financial Planner Life Podcast
Financial Wellbeing with Leigh Dunkley
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed…
- Financial Planner Life Podcast
How to Teach our Children About Money with Will Rainey
This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate investment…
- Financial Planner Life Podcast
The Paraplanner Club - Sian Davies Cole
This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the…
- Financial Planner Life Podcast
A career in mortgages and being your own boss - Jon Stones
This week we have a new host! Ali Topan will be hosting episodes on the Financial Planner Life podcast focused on mortgage careers. Ali is joined by Jon…
- Financial Planner Life Podcast
Becoming a Financial Planner – Ciaran Ruttledge
This week Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam through the…
- Financial Planner Life Podcast
Mental health conversations within Financial Planning - Robert Stringer
This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and the lack of…
- Financial Planner Life Podcast
Career swap and a fresh start in financial planning - Kate Evans
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a…
- Financial Planner Life Podcast
Lena Patel – Being a financial planner from an ethnic minority background
This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a…
- Financial Planner Life Podcast
The opportunities for female financial planners - Marie Smith
This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current…
- Financial Planner Life Podcast
Learning on the job rather than university - Financial Planner & MD Jasmine Lambert
This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that you don’t…
- Financial Planner Life Podcast
Being a young Financial Planner in an ageing profession - Tom Hopson
This week Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young! Did you…
- Financial Planner Life Podcast
Lead generation for Financial Planners – Nigel Borwell
This week Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talks us…
- Financial Planner Life Podcast
The Foundation - Supporting Young Financial Planners Through Community
This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial…
- Financial Planner Life Podcast
The Importance of a Valued Workforce in the Financial Profession - Ross Mackie
This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s…
- Financial Planner Life Podcast
Standing Out From The Crowd, with Mortgage Adviser Graham Taylor
This week Sam is joined by Graham Taylor, Mortgage adviser and owner of Hudson Rose Ltd. Sam stumbled across Hudson Rose via an Instagram advert and was…
- Financial Planner Life Podcast
What is Sustainable Investing? - Clemence Chatelin
This week Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in Bristol…
- Financial Planner Life Podcast
Building Client Trust with Divorce Financial Specialist Nikki Pipping
Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd. Nikki specialises in divorcees…
- Financial Planner Life Podcast
The Importance of Paraplanners – Sasha Wakefield
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professional journey…
- Financial Planner Life Podcast
Success as a Financial Planner in the Offshore Market – Chris Ball
This week we are joined by Chris Ball, Managing Partner at Hoxton Capital Management, based in the UAE. Chris shares his career journey with us. He left school…
- Financial Planner Life Podcast
Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this…
- Financial Planner Life Podcast
The Truth About Being a Financial Professional in Dubai, with Tyla Phillips
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking in the UK…
- Financial Planner Life Podcast
Using Apprenticeships to Grow Your Financial Planning Business, Save Money and Help The Next Generation of Financial Planners, with Carolyn Blunt
🚨Calling all Financial Planning business owners 🚨 Are you aware of just how much you can save on outsourced training costs when using the #financialplanning…
- Financial Planner Life Podcast
Finding The Perfect Niche with Financial Planner Richard Weatherburn
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted…
- Financial Planner Life Podcast
Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional rugby…
- Financial Planner Life Podcast
Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your…
- Financial Planner Life Podcast
Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being…
- Financial Planner Life Podcast
Jessica McGuigan on financial education, and why financial planning is a great career for women.
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not…
- Financial Planner Life Podcast
Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!”…
- Financial Planner Life Podcast
Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers
🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a…
- Financial Planner Life Podcast
How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management in the City of London. James is one of the founding…
- Financial Planner Life Podcast
Building a start up financial planning company during lock down with Gregg Moss
The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and…
- Financial Planner Life Podcast
Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path
“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones…
- Financial Planner Life Podcast
A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career
As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase…
- Financial Planner Life Podcast
Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners
It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing…
- Financial Planner Life Podcast
Luiza Todd - How to Pass you Cii Diploma in Financial Planning first time with Bespoke Training Solutions
This week's guest on the financial planner life podcast is that Fabulous ( with a capital Fuh) Luiza Todd of Bespoke training solutions! It’s fair to say Luiza…
- Financial Planner Life Podcast
Benjamin Beck - from the army to financial planning and mentoring the next generation of financial planners.
This week's guest on the financial planner life podcast is wealth adviser Benjamin Beck from Nigel Grice and associates. Born and raised in Norway, Benjamin…
- Financial Planner Life Podcast
Hanna Hunt - is IFA Administration & Paraplanning the best career route to becoming a Financial Planner?
Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then…
- Financial Planner Life Podcast
Training and development with Natalie Bell from The Art of Finance
Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely believes so. This weeks guest on the…
- Financial Planner Life Podcast
Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII…
- Financial Planner Life Podcast
Kris Amliwala - The benefits of being a younger Financial Planner
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated…
- Financial Planner Life Podcast
Peter Komolafe - Financial Planning vs Financial Coaching, Whats the Difference?
“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on…
- Financial Planner Life Podcast
Sarah Tucker - 'The Mortgage Mum' setting up her own brokerage and inspiring female mortgage advisers
This week’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum! Sarah has a fantastic career story to tell that involves the…
- Financial Planner Life Podcast
Taylor Beavis on LGBTQ+ Financial Planning & running a business with purpose, and why he went self employed / DA
on episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice. Taylor is quite unique. At the age…
- Financial Planner Life Podcast
Michael Donkor - From Stockbroker to Financial Planner & Personal branding on Social Media
On this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor. Michael started his financial services…
- Financial Planner Life Podcast
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Bancassurance, and…
- Financial Planner Life Podcast
Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO
This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning. Jessamy shares…
- Financial Planner Life Podcast
Robert Lewis - the realities of building a directly authorised IFA
On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with…
- Financial Planner Life Podcast
Anthony Rowe - From professional basketball to a career in Finanical Planning.
Episode 15 of the financial planner life podcast with Sam Oakes. This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe who is an…
- Financial Planner Life Podcast
Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.
Episode 14 of the Financial Planner Life Podcast with Sam Oakes My dad once said to me (after a skinful of cider & in front of all my mates)… “Sam, you…
- Financial Planner Life Podcast
Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners
On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact investment…
- Financial Planner Life Podcast
Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12 This week’s guest is Catherine Morgan who is a multi-award-winning…
- Financial Planner Life Podcast
Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner
This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and…