Financial Planner Life Podcast

Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wealth Management, and expert in client rapport building.    Laura has taken some leaps of faith in her career, being adept in a Paraplanner role, before being encouraged by her employer at the time to step into an Adviser role. This step, along with oth...

This week on the Financial Planner Life Podcast we speak with Tom Ham, Founder and Director of Calton Wealth Management, a Financial Planning firm that has experienced exponential growth in recent times.    For Tom, variety is the spice of life when it comes to a career in Financial Planning, navigating a varied journey from within multiple firms, from trainee, to self-employed, to working within...

We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance Degree Graduate, Chartered Financial Planner and Company Director at Lane Financial Management, all at the very young age of 24 years old! This impressive individual is a prime example of what can be achieved with the right guidance, determination, and...

Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Adviser for just under a year, we reflect on Jamie’s career to date, why he made the decisions he did at different stages, and what he would have done differently if starting again. We discuss in depth what is required on a personal and professional level...

This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company.   Oliver walks us step-by-step through his journey from starting out in personal banking, to moving...

Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity!   Financial Planning in the UK has always held connotations of old white men in suits, a stereotype that is being broken more and more as the industry progresses. Now...

This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation.    We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building...

This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network! As you may know, we are powered by Financial Services Recruitment Specialists Recruit UK, experts in talent resourcing within the Financial Planning Profession. Recruitment often gets a bad rap, but in reality, it genuinely changes people’s lives. ...

 Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planner, co-owner and CEO of Jacksons Wealth and founder of the Meaningful Money YouTube channel, which provides financial coaching on money management, investing and saving strategies.   Pete shares his career journey with us from making a complete U-turn...

Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham Jackson, a longstanding Financial Planning firm with a unique outlook on what success means with regard to client outcomes.   Stuart outlines why within his business, having billions of assets under management and high net worth corporate clien...

This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice.  Nicola takes us on a journey from when she first started her business as a twenty-something to now, a successful and thriving businesswoman. We explore her passion for media and content creation, employee development, and why money is no longer the driving...

Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his b...

On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated manager in the Financial Planning World and has an abundance of insight into how to effectively manage people, improve productivity and form better relationships with your team.   In this episode we discuss Alice’s career journey, why she aligned...

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners!   We cover many subjects  ·       The variety of options available for starting...

We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on the foundations of his intrinsic values.    We talk to Jai about the process and why he set up Mindful Wealth. He gives advice on how a financial adviser can start a business built from the ground up on strong values.    Jai also goes in depth on the...

Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don't fit the typical financial planning mould.    We cover many subjects ·      The importance of longevity ·      Does retirement need to...

This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth.  Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he...

This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not.    We dive deep into her business. Discussing how she used to negl...

Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business!   Michelle breaks down what she thinks is the correct structure for a career framework in p...

Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head office. He then moved on to join a partner practice on a self-employed basis before eventually taking the leap and setting up his own partner practice.    Matt is a young Financial Adviser, and it was fantastic to get his view on the profession. We talk...

This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm!    Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey lo...

*Trigger warning of discussions on suicide*   Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this e...

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner  Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work...

Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members cr...

Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos.    Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out though that Hayley isn’t just like everyone else. I...