Inside Wealth

Kavi Myladoor, Retail Commercial and Proposition Director at Just Group , joins the podcast to discuss her journey through the financial services industry, the experiences that shaped her leadership style, and how the advice profession is evolving in response to technology, regulation, and changing client expectations. Kavi reflects on her upbringing and the influence of her family before sharing...

Juliet Valdinger, Holistic Philanthropy Adviser, joins the podcast to explore the role philanthropy can play within wealth management and why conversations around charitable giving, purpose, and values are becoming increasingly relevant for advisers and their clients. She shares her personal journey into the philanthropy sector and explains how advisors can help clients align their financial resou...

Stefan Fura, Managing Director of Superbia Group, shares the story of how he entered financial services at a young age and went on to build and scale a successful advisory business. He reflects on the mindset required to grow a firm, the lessons learned from leadership and mentorship, and why empathy and purpose play a central role in sustainable business growth. In this episode, Stefan discusses:...

Rachel Kitching Burrows, Managing Director of Chesterton House, shares her extraordinary journey from aspiring actress to financial services leader. She opens up about her unexpected entry into the industry, the transformative power of true financial planning, and the life-altering moment she was diagnosed with breast cancer at seven months pregnant all while navigating new motherhood and rebuildi...

Nathan Thompson Founder of Mylo shares how an internal idea evolved into a live digital proposition now engaging close to a million customers. He reflects on career acceleration, building products inside a large organisation, and why solving the help gap in pensions and wealth is more important than ever. In this episode, Nathan discusses: • Falling into financial services via an unconventional ro...

David Carter, CEO of Absolute Financial Group, shares his journey from a disciplined military upbringing to leading a new independent advice consolidator. He reflects on leadership, independence, consolidation, and what building a sustainable advice business really means post–Consumer Duty. In this episode, David discusses: Growing up between Salford and Germany in a military family and how discip...

In this episode, we’re joined by David Kendrick , Managing Director of Cooper Parry Wealth . David shares his journey from corporate finance and deal-making into leading one of the UK’s most respected wealth management businesses, and what that transition taught him about leadership, people, and sustainable growth. David’s career journey from corporate finance into transactions and advisory work K...

What does it really take to build a business from scratch with no safety net? In this episode, host Thomas Spencer sits down with Cathi Harrison, founder of the Verve. From growing up on a council estate to building a multi-service support platform for financial advice firms, Cathi shares a powerful story of grit, resilience, and swimming against the tide. This is an honest conversation about entr...

What happens when you spot a billion-pound gap no one else sees? Today host Thomas Spencer sits down with Sebastian Dovey, the insight pioneer who built and sold Scorpio Partnership. In this episode they talk about building a global consultancy, transforming the wealth sector, and why understanding clients is still the biggest competitive advantage. In this episode, Seb shares: What it was like gr...

Get an inside-look at the benefits of neurodiverse leadership in the financial sector in this conversation between your host, Thomas Spencer, and Douglas Boyle, the CEO of Halo Financial.  During the episode, Doug shared his story of adapting to his ADHD diagnosis and shaping his career to suit the way he works, playing to the different strengths that his neurodiversity gives him.  He emphasised t...

Nicky Sevel isn’t your typical founder. After growing up in Perth, backpacking across Eastern Europe at 20, and building a career across two continents, she saw what others overlooked: the advice industry isn’t held back by bad intent — it’s held back by disjointed systems and unreliable data. In this episode, Nicky talks about betting on herself, facing down rejections, and why founding Woven Adv...

Join your host, Thomas Spencer, and David Davies, the Founder of Navos Technologies, as they unpack David’s journey from a Liverpool public school to a board position at Hargreaves Lansdown.  David also shares his stories of founding Navos Technologies and helping to establish a technology hub in Warsaw, Poland.   Throughout the episode, David provides us with a wealth of insights from a career in...

Discover the impact that starting your career in the army can have on your future leadership capabilities in this compelling conversation with your host, Thomas Spencer, and Jonathan Polin, the CEO of atomos.  In this episode, Jonathan shares the lessons he has taken from his days in the army and how he applies them to his current role as atomos’s CEO.  He delves into topics like gut decisions, co...

Find out how a company culture can affect its outcomes in this conversation between your host, Thomas Spencer, and Tracey Davidson, the CEO Hampden & Co Bank.  Tracey shares what drew her to Hampden & Co, citing their empowering outlook on employee autonomy and customer-centric operations as two of the deciding factors.  She goes on to talk about how you can know what the best decision is...

Michele shares her story of growing up in a large family, including the role that older siblings have in supporting their younger counterparts, and the different value that she gets from growing up in such a tight-knit group.  She also explains the impact that her background had on her education and career, before advocating for increased DE&I initiatives to help people from a wider range of c...

This week, your host, Thomas Spencer, was joined by Nick Raine, the CEO of Söderberg & Partners, to talk about the company’s UK platform, including the team he’s built to run it and the technology they use.  In this episode, Nick also discusses his background in business and finance, covering his education and early career before touching on the leadership training that has led to his current...

Join your host, Thomas Spencer, and Nneka Orji, the Senior Director of Alvarez & Marsal, for a fascinating conversation about goal setting and its role in the wealth management industry.     Nneka has a fascinating history, featuring a multicultural childhood and an unusual career path, which has given her some unique and engaging perspectives which she shares throughout this episode.     She...

Unpack the impact of AI solutions within the wealth management industry in this conversation between your host, Thomas Spencer, and Amal Jolly, the Founder and CEO of Saturn AI.    Amal started the episode by sharing his unique journey through the Indian navy and into the financial sector, driven by a desire for financial stability and a love of innovation.     He also spoke about the observations...

Join your host, Thomas Spencer, and Ben Hampton, the CEO of Wealth Wizards, as they discuss how to navigate transitions in the wealth management sector.  Ben shares his career story, emphasising the importance of curiosity as he moved between companies and roles. He also shares his motivation behind moving from Standard Life to Wealth Wizards, as he pursues a different standard of service. He also...

David Newman, the CEO of Firenze, and your host, Thomas Spencer, sat down to unpick the learnings from a two time founder and active angel investor.    David shared his story of transitioning from a corporate, client-facing role in private banking to his current position as the Founder of a SaaS solving a proposition challenge for non-bank wealth managers.    During this episode, David explained h...

Discover the importance of a long-term vision and sustainable business practices in this fascinating conversation between your host, Thomas Spencer, and Linda Wallace, a Chief Executive at Wesleyan Financial Services.     Linda shared her experiences as a woman in the wealth management industry, including the challenges she faced while juggling a young family and progressing in her career. She tou...

Tune in to this episode for a fascinating conversation between your host, Thomas Spencer, and James Priday, the CEO of P1 Investment Services, about James’s entrepreneurial journey.     James has recently been awarded the Schroders UK Platform Awards’ Leading Innovation Award, and throughout this episode, it becomes evident that the award is well-deserved. With service-led development and an optim...

In this episode, Thomas Spencer sits down with Martin Jennings, the CEO of Parmenion, to uncover the insights behind his remarkable career.    Martin’s story is both inspiring and relatable. He reveals how his upbringing in a large family and his passion for rugby shaped his approach to leadership and business. He also shares how teamwork, compromise, and a solid work ethic have been crucial to hi...

Learn about the importance of networking and personal branding in this compelling episode.       Join your host, Thomas Spencer, and his guest, Richard Caldicott, the Financial Advice & Guidance Director at Hargreaves Lansdown, as they delve into Richard’s fascinating journey from retail to wealth management, where he was part of the UK’s first hybrid advice business.     You can hear about Richar...

In this episode, you can explore the personal and professional history of John Porteous, the Managing Director & Chief Client Officer of Charles Stanley, with your host, Thomas Spencer, including John’s experiences of becoming the Chairman at SoFA at 30 years old.     Learn more about the importance of active listening, preparation, and commercial understanding as you move towards or develop y...