Financial Planner Life Podcast
Episodes
A career in mortgages and being your own boss - Jon Stones
26 Oct 2021
Contributed by Lukas
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 J...
Becoming a Financial Planner – Ciaran Ruttledge
14 Oct 2021
Contributed by Lukas
This week Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam thr...
Mental health conversations within Financial Planning - Robert Stringer
16 Sep 2021
Contributed by Lukas
This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and th...
Career swap and a fresh start in financial planning - Kate Evans
09 Sep 2021
Contributed by Lukas
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 c...
Lena Patel – Being a financial planner from an ethnic minority background
02 Sep 2021
Contributed by Lukas
This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s lik...
The opportunities for female financial planners - Marie Smith
26 Aug 2021
Contributed by Lukas
This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her c...
Learning on the job rather than university - Financial Planner & MD Jasmine Lambert
19 Aug 2021
Contributed by Lukas
This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof th...
Being a young Financial Planner in an ageing profession - Tom Hopson
12 Aug 2021
Contributed by Lukas
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...
Lead generation for Financial Planners – Nigel Borwell
05 Aug 2021
Contributed by Lukas
This week Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talks...
The Foundation - Supporting Young Financial Planners Through Community
15 Jul 2021
Contributed by Lukas
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 financ...
The Importance of a Valued Workforce in the Financial Profession - Ross Mackie
08 Jul 2021
Contributed by Lukas
This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ro...
Standing Out From The Crowd, with Mortgage Adviser Graham Taylor
01 Jul 2021
Contributed by Lukas
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 w...
What is Sustainable Investing? - Clemence Chatelin
24 Jun 2021
Contributed by Lukas
This week Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in Br...
Building Client Trust with Divorce Financial Specialist Nikki Pipping
17 Jun 2021
Contributed by Lukas
Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd. Nikki specialise...
The Importance of Paraplanners – Sasha Wakefield
27 May 2021
Contributed by Lukas
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professi...
Success as a Financial Planner in the Offshore Market – Chris Ball
20 May 2021
Contributed by Lukas
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 l...
Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
13 May 2021
Contributed by Lukas
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...
The Truth About Being a Financial Professional in Dubai, with Tyla Phillips
06 May 2021
Contributed by Lukas
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private bankin...
Using Apprenticeships to Grow Your Financial Planning Business, Save Money and Help The Next Generation of Financial Planners, with Carolyn Blunt
06 May 2021
Contributed by Lukas
🚨Calling all Financial Planning business owners 🚨Are you aware of just how much you can save on outsourced training costs when using the #financ...
Finding The Perfect Niche with Financial Planner Richard Weatherburn
29 Apr 2021
Contributed by Lukas
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & ...
Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis
22 Apr 2021
Contributed by Lukas
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professio...
Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward
06 Apr 2021
Contributed by Lukas
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty aroun...
Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
17 Mar 2021
Contributed by Lukas
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...
Jessica McGuigan on financial education, and why financial planning is a great career for women.
11 Mar 2021
Contributed by Lukas
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 d...
Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
05 Mar 2021
Contributed by Lukas
“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 t...
Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers
24 Feb 2021
Contributed by Lukas
🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth for...
How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
16 Feb 2021
Contributed by Lukas
🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management in the City of London. James is one of...
Building a start up financial planning company during lock down with Gregg Moss
04 Feb 2021
Contributed by Lukas
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, a...
Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path
29 Jan 2021
Contributed by Lukas
“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 l...
A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career
22 Jan 2021
Contributed by Lukas
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...
Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners
15 Jan 2021
Contributed by Lukas
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 t...
Luiza Todd - How to Pass you Cii Diploma in Financial Planning first time with Bespoke Training Solutions
18 Dec 2020
Contributed by Lukas
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 f...
Benjamin Beck - from the army to financial planning and mentoring the next generation of financial planners.
10 Dec 2020
Contributed by Lukas
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...
Hanna Hunt - is IFA Administration & Paraplanning the best career route to becoming a Financial Planner?
03 Dec 2020
Contributed by Lukas
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 p...
Training and development with Natalie Bell from The Art of Finance
27 Nov 2020
Contributed by Lukas
Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely believes so.This weeks guest on...
Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
19 Nov 2020
Contributed by Lukas
“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...
Kris Amliwala - The benefits of being a younger Financial Planner
10 Nov 2020
Contributed by Lukas
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduat...
Peter Komolafe - Financial Planning vs Financial Coaching, Whats the Difference?
29 Oct 2020
Contributed by Lukas
“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...
Sarah Tucker - 'The Mortgage Mum' setting up her own brokerage and inspiring female mortgage advisers
22 Oct 2020
Contributed by Lukas
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 invo...
Taylor Beavis on LGBTQ+ Financial Planning & running a business with purpose, and why he went self employed / DA
15 Oct 2020
Contributed by Lukas
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. ...
Michael Donkor - From Stockbroker to Financial Planner & Personal branding on Social Media
08 Oct 2020
Contributed by Lukas
On this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor. Michael started his financia...
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
24 Sep 2020
Contributed by Lukas
This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Banca...
Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO
15 Sep 2020
Contributed by Lukas
This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning. J...
Robert Lewis - the realities of building a directly authorised IFA
03 Sep 2020
Contributed by Lukas
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 st...
Anthony Rowe - From professional basketball to a career in Finanical Planning.
17 Aug 2020
Contributed by Lukas
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 ...
Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.
10 Aug 2020
Contributed by Lukas
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)… ...
Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners
06 Aug 2020
Contributed by Lukas
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 ...
Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
30 Jul 2020
Contributed by Lukas
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12This week’s guest is Catherine Morgan who is a multi-award...
Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner
22 Jul 2020
Contributed by Lukas
This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your...
Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
16 Jul 2020
Contributed by Lukas
“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richa...
Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
07 Jul 2020
Contributed by Lukas
This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth. Jonathon is a prime example of how ambition, ha...
Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
29 Jun 2020
Contributed by Lukas
This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, comp...
Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
18 Jun 2020
Contributed by Lukas
Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods. Full...
Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
11 Jun 2020
Contributed by Lukas
In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterda...
Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
18 May 2020
Contributed by Lukas
My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning. Makala Green dropped ou...
James Prince - the realities of making it as an International financial planner in Abu Dhabi
11 May 2020
Contributed by Lukas
On Episode 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management. James is a multiple business owner, certifi...
Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
20 Apr 2020
Contributed by Lukas
I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week. We discussed a range of to...
Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
09 Apr 2020
Contributed by Lukas
This week I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed h...
Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards!
19 Mar 2020
Contributed by Lukas
This week I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management. After initially starting her caree...