Financial Planner Life Podcast

Curious about the international Financial planning space?  Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK.  Sam Oakes was so impressed with Chris, and  Hoxton Cap...

Ever wondered why some financial planners choose employment over entrepreneurship?  Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the unmatched benefits of skill development and...

This week on the Financial Planner Life Podcast,  we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the series I'm calling Hoxton Life ! What it's really lik...

What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence and the rigorous training at the Quilter Financial Advisory...

What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast.  Learn how Jack transitioned from the high-pressure world of teaching to a successful career in financial planning, leveraging hi...

What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of ensuring smooth transitions for newly acquired compa...

Can the financial planning industry sustain itself without adapting to the needs of new talent?  Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both Rob and I stress the need for companies to transf...

We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6!  where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners.    if you haven't already watched the first episode where we take a deep d...

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs. Ceri’s journey from a broad...

When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk about the book she wrote - ‘Life’s Good it’s th...

Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategies and heartfelt mentorship advice are not to...

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial...

St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy?  - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey...

Episode 2 of the Foster Denovo talent partnership series . Click here to see the latest job opportunities with Foster Denovo.  Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable...

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector.  Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on fin...

Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of true independence in advising, and how embedding...

Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of corporate finance into the heart of impac...

Talent Attraction Partnership Special   - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down with Roger Brosch, the visionary CEO steer...

Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni .  We dissect how AI is not just revolutionising finance but becoming an indispensable co-pilot for advisers, enhancing their...

Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of  The Real Adviser Podcast  ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional talent. Alan's candid narration of his rise...

When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that navigates through the valleys of grief to the pea...

Today on the Financial Planner Life podcast we are  at St James’s place , for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence  to gain over 16,000 followers on Instagram alone, an...

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far.  Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen.  This is a fantastic episode for an...

This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more.  Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is something to behold! She talks us through how she i...

Welcome to the first episode of 2024! And what a fantastic episode to get us going!  Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode.   We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, alon...