Talk FS

Financial planning coaching is transforming the way advisers build relationships with clients. In this episode of Talk FS, Ryan Venner sits down with Adrian Kidd, host of the Emotionally Invested podcast, to explore why the future of financial planning is about far more than numbers. From his early career in investment banking to becoming a financial planner focused on coaching and behavioural fin...

Women in financial advice are helping reshape the future of financial planning. Women in financial advice are helping reshape the future of financial planning. In this episode of Talk FS, Ryan Venner sits down with Danielle Sissons to discuss her journey into financial services, the challenges and opportunities facing women in financial advice, and why she chose to build a financial planning busin...

Mortgage advice is about far more than interest rates. In this episode of Talk FS, Ryan Venner sits down with Rob Gill, Managing Director and Co-Founder of Altura Mortgage Finance, to discuss his journey from investment banking into mortgage advice and the lessons he has learned from nearly three decades in financial services. After graduating from Exeter University with a degree in Economics, Rob...

Mortgage advice is evolving, and in this episode of Talk FS, Ryan Venner sits down with Sarah Tucker, founder of The Mortgage Mum, to explore how branding, content, and authenticity are reshaping the mortgage industry. Sarah shares the journey behind building one of the most recognisable brands in UK mortgage advice, discussing everything from growing a business and building a team to creating con...

Protection insurance explained in this episode of Talk FS, where host Ryan Venner is joined by Karla Edwards, founder of The Protection Parent. Karla shares how she unexpectedly entered financial services, built a successful protection business through social media, and became one of the UK’s strongest advocates for better protection awareness. In this episode, Ryan and Karla discuss: ✅ Why prote...

Transitioning into a career in financial advice is the focus of this episode of Talk FS, as Ryan Venner sits down with Matt Machan to explore his journey from professional cricket into building a successful financial planning business. After his cricket career was cut short through injury, Matt was forced to rethink his future earlier than expected. In this conversation, he shares how the mindset,...

Building a successful financial planning business is the focus of this episode of Talk FS, as Ryan Venner is joined by James Woodfall to explore what it takes to grow and sustain a modern financial advice firm. James shares his experience working within financial planning, offering insight into how advisers can build strong client relationships, develop their proposition, and create a business tha...

How to build a successful career in financial advice is the focus of this episode of Talk FS, as Ryan Venner sits down with Sam Patterson to explore the realities of working in financial planning today. Sam shares his journey into financial services, the lessons he’s learned along the way, and the mindset required to grow within a competitive and evolving industry. From early career decisions to d...

In this episode of Talk FS, we’re joined by Amyr Rocha Lima — an award-winning financial planner and TEDx speaker — to break down the truth about retirement planning, pensions, and financial freedom. If you’ve ever asked yourself: * “How much do I need to retire?” * “Am I saving enough for retirement?” * “What does a good financial plan actually look like?” …this episode is for you. Amyr shares pr...

The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community In this episode of Talk FS, Ryan Venner sits down with Rohan Sivajoti, co-founder of Plannex (formerly NextGen Planners), to explore how a small online community grew into one of the most influential networks in the UK financial planning profession. What began as a simple idea between two advisers looking for bette...

Paraplanning is often seen as a stepping stone to financial advice — but is that perception outdated? In this episode of Talk FS, Ryan Venner is joined by Luke Sparkes, an award-winning paraplanner and member of the PFS Paraplanning Panel, to explore the realities of careers in financial services. Luke shares his journey from administrator to adviser, and ultimately back into paraplanning — explai...

How do financial advisers and mortgage brokers build real business growth in today’s competitive market? In this episode of Talk FS, Ryan Venner is joined by Ash Borland — financial services marketing specialist, sales and business coach — to explore what it really takes to scale an advisory business in the modern digital era. Ash shares practical insights on building powerful professional communi...

In this episode of Talk FS, Ryan Venner speaks with Henrietta Grimston, a financial planner dedicated to empowering clients through empathetic and holistic financial advice. Henrietta shares her journey from investment management to financial planning, emphasising the importance of understanding clients' emotional and psychological needs. They discuss the SOLLA accreditation, the necessity of fina...

How do you build a trusted financial-advice brand from scratch — and turn it into a thriving business? In this episode of Talk FS, Ryan Venner speaks with Pete Matthew, Chartered Financial Planner, CEO of Jackson’s Wealth and founder of Meaningful Money, about turning consistent content into real client growth, bridging the advice gap, and the future of financial services in the UK. Pete shares:...

In this episode of Talk FS, Ryan Venner sits down with Chanelle Pattinson — Associate Research Director at NextWealth, Chartered Financial Planner, fintech innovator, and host of the Her Future Bright podcast. Chanelle shares her journey from financial advice to the world of tech and AI, giving us a unique insider view on how innovation is reshaping the future of financial services. With experienc...

In this episode of Talk FS, Ryan Venner interviews Jacqueline Lockie, founder of Lockie Consultants, discussing the critical importance of critical thinking in financial services. Jacqueline emphasises the need for financial professionals to engage their critical thinking skills to better serve clients, navigate their careers, and adapt to technological advancements. The conversation also touches...

In this episode of Talk FS, Ryan Venner interviews Claire Bedswick, a financial planner who shares her inspiring journey from working behind the scenes in finance to becoming a self-employed financial planner. Claire discusses the challenges she faced, including balancing motherhood, self-doubt, and the importance of community support. She emphasizes the need for more women in financial planning a...

💬 Money isn’t just maths – it’s a mindset. In this episode of Talk FS, brought to you by Premier Jobs UK, host Ryan Venner sits down with Simonne Gnessen, founder of Wise Monkey Coaching and a leading voice in financial coaching in the UK. They explore how emotions, habits, and personal history shape our relationship with money — and why financial wellbeing isn’t just about numbers. Simonne share...

In this episode of Talk FS, Ryan Venner speaks with Lewis Shaw, a self-employed mortgage advisor with a unique background in the military. Lewis shares his journey into the mortgage industry, emphasising the importance of mentorship and practical experience in becoming a successful mortgage advisor. The conversation explores the shift in consumer behaviour post-COVID, the significance of avoiding...

In this episode, Chris Budd, a financial advisor and founder of Ovation Finance, discusses the evolution of financial advising towards a more human-centered approach. He emphasises the importance of coaching, listening, and understanding clients' true needs and desires to enhance their financial wellbeing. Chris shares personal experiences that led him to adopt coaching techniques in his practice,...

In this episode, Ryan Venner interviews Marianne Lombardi, a self-employed mortgage advisor with 17 years of experience. Marianne shares her journey from being an employed mortgage advisor to starting her own business, highlighting the challenges and rewards of self-employment. She discusses the importance of community support for mortgage brokers, which led her to create Mortgage Chat, an online...

In this episode of Talk FS, host Ryan Venner is joined by Serena Smith, an inspiring mortgage adviser who built her self-employed business during lockdown — and hasn’t looked back since. 💬 Serena shares: - Why she left her employed role to go self-employed - The emotional and financial challenges of starting from scratch - How she balances business and being a mum - Her smart use of social media...

Join host Ryan Venner and guest Jason Butler, leading expert in financial wellbeing, as they tackle the rising importance of emotional intelligence (EQ) in financial services. With technology taking over routine tasks, Jason explains why cultivating emotional capacity and engaging in deeper conversations is now a critical competitive advantage for financial advisers. 🔍 What You’ll Learn: How auto...

In this episode of Talk FS, Ryan Venner sits down with Peter McGahan, Chief Executive of Worldwide Financial Planning, to uncover a powerful truth: true financial wellbeing starts with understanding why—not just the numbers. Peter shares how aligning financial planning with human emotional needs—like security, purpose, and connection—leads to better outcomes for clients, teams, and businesses. Tun...

In this episode, Emmanuel Asuquo shares his inspiring journey from being a cashier at Barclays to becoming a prominent financial advisor and content creator. He discusses the importance of financial education, especially for underserved communities, and how social media has allowed him to reach a wider audience. Emmanuel emphasises the role of financial influencers in bridging the gap for those wh...