Financial Planner Life Podcast

Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.

05 Mar 2021

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“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!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of assets under advice. We talk about why ethical financial planning and not being a cog in the wheel were the driving force in setting up his own IFA practice 18 years ago. Steven also shares his thoughts around what a new financial planner should be doing to help generate new client opportunities and why running your own practice is not always the dream lifestyle you envision it to be. We look at the benefits of picking a niche to help generate clients and create a story about your business along with recruitment and the different training routes to becoming a financial planner. This was a great down-to-earth conversation, especially interesting to anyone looking to set up their own financial planning practice. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! :-Dbelow are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide 2021https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn https://www.linkedin.com/in/financialadvicejobs/Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Financial Planner Life Podcast

Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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