Financial Planner Life Podcast

Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the decision to sell her business and hand her clients over to Titan Wealth. In this episode of Financial Planner Life, Sam Oakes sits down with Aycan to find out what that journey actually looked like. How she moved to Qatar in 2013 with a seven-yea...

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working. Free LinkedIn Webinar - book here -   http://www.leadgenfs.co.uk/fpl      It's not the content. It's not the consistency. It's who they're connected to, what they're saying in messages, and whether they've ever stopp...

Why 30 to 39 Is the Best Age to Become a Financial Adviser  Is 30 too old to start a career in financial planning? A lot of people would say yes. The reality is the opposite. The 30 to 39 age group is the fastest growing cohort entering financial planning right now, up 13% according to fresh FCA data. And the average age of a financial adviser in the UK isn’t 56, like most people assume. It’s 48....

What's the best age to become a financial planner? Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable started at 23, convinced nobody would trust someone her age with their finances. Together they've built a practice worth £2.8 million in three years, and Victoria's own business is already valued at £400,000 after just a year and a half. Th...

Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversation far too late. Click here for the KareHero Website  In this episode, Sam sits down with Stephanie Leung, founder and CEO of KareHero, a UK-based service helping families navigate the care system and access funding they did not know existed. Stephanie has b...

Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook, and the career it's given him is unlike anything available in the UK. In this episode of Financial Planner Life, Sam sits down with Andreas Hollas, chartered financial planner and technical advice director at Titan Wealth International...

Take the Adviser Advantage test here ! 👈 Only 39% of UK adults trust financial services.  For a profession built entirely on trust, that number should be a wake-up call. In this episode of Financial Planner Life, Sam sits down with Chris Larkin, founder and MD of Big Rock, a consultancy that has spent 22 years helping advisory firms across the UK build better client relationships, drive organic g...

Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time. In this episode, Sam sits down with Hannah for the second update in an ongoing series following her path from a complete beginner to a qualified financial planner. She's one exam down,...

For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning roles. But not Tim. His route stands out as unconventional, but it's far from hindering his professional success.  Law school. A year in Swansea chasing training contracts that never materialised. A sales recruitment firm. And then, a client engag...

75% of financial advisers lose their AUM when a client passes away.  Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation. Ben Mason from Kinvault did something about that.  In this episode of Financial Planner Life, Sam sits down with Ben Mason, the founder of Kinvault, to discuss the technology he built to address one of th...

Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experience regardless of who's in the room or where the client happens to be. In this episode of Financial Planner Life, Sam sits down with George Davey (Financial Planner) and Matt...

Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on entering financial planning from a technical background. In this episode of Financial Planner Life, we chat to Alwyn about his strategic career path from investment management to financial advice. Despite having deep technical knowledge and years of e...

Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James Mackay today!! And if that's you, or if you’re also interested in attracting some of the industry’s best talent, then this episode was made for you. In this week’s episode of Financial Planner Life, Sam Oakes is joined by James Mackay , co-founder of Fraz...

What actually determines whether a financial advice firm can be successfully sold? In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most advisers are thinking about exit in the wrong way. From the outside, exit often looks like a financial event. Valuations, deal structures, and timing. But as Dan shares, the real pr...

What if financial advisers could spend 70%… or even 100% of their time with clients? Book a demo - here  In this episode of Financial Planner Life, we sit down with Alan Gurung , founder of AdvisoryAI , to explore how AI is reshaping the way advice firms operate. From disconnected tech stacks and time-heavy admin, to compliance bottlenecks and the growing advice gap, this conversation gets to the...

Consolidation is rapidly reshaping the financial planning profession. But what’s really driving it? And what does it actually mean for advisers, firm owners, and the future of advice businesses? In this episode of Financial Planner Life, Sam Oakes sits down with James Kaberry and Andrew Fearon, co-founders of Titan Wealth, to unpack the reality behind consolidation, private equity, and the structu...

What happens when you realise your relationship with money needs to change, and it ends up changing your entire life? In this episode of Financial Planner Life, Sam Oakes speaks with Hannah Wooldridge about her journey from living with £10,000 of debt without concern to becoming debt-free and pursuing a career in financial planning. Hannah shares the moment that shifted her perspective, how she pa...

What happens when a professional athlete’s career comes to an end… and what comes next?  In this episode of Financial Planner Life, Sam Oakes sits down with Ethan Waller, a former professional rugby player turned financial planner at Titan Wealth, to explore the reality of transitioning out of sport and into a new career.  Ethan shares his personal journey from a 14-year rugby career into financia...

In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how advisers are really being developed in today’s profession and what it takes to build an academy that works at scale without losing quality. Helen and David bring a long-standing working relationship into the conversation. Having partnered on...

How can financial advisers use AI to grow their business without hiring more staff? Book Free Demo of Wealth Space - Here In this episode of Financial Planner Life , Sam Oakes sits down with Max Anderson , former financial planner and founder of Wealth Space , to explore how artificial intelligence is transforming the day-to-day reality of running an advice firm. Max built Wealth Space after exper...

In this episode of the Financial Planner Life Podcast , Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche Bank to becoming a self-employed IFA and financial planner . Just two years into her financial planning career, Caroline has built £14 million assets under management , while balancing family life and designing a career with genuine flexibilit...

The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities International Financial Planning is evolving and Titan Wealth International is helping shape what comes next. In this episode of Financial Planner Life, Sam Oakes sits down with Tyla Phillips and William Burrows, now part of the senior leadership team at Titan We...

Thinking about a career change into financial planning ? How do you become a financial adviser if you’re changing careers? In this episode of The Financial Planner Life Podcast with Titan Wealth , Azela explains the fastest practical route into the profession after moving from engineering into financial advice. Should you start as a paraplanner before becoming a financial adviser? Azela breaks dow...

In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advance , our official training and development sponsor for 2026. David shares the inspiring growth journey of Redmill Advance and how they are transforming training and development in the financial planning profession through accessible qualifications, CPD, and be...

This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick , co-owner of MLP Wealth Management , a financial planning firm based on the high street in Surrey with a powerful story: a 42-year legacy that's now being run with the mindset and energy of a startup. Sean and his brother have taken the reins from their father, infusing the business with a culture built on innova...