Inside Wealth

How can your hobbies as a teenager influence your career?    Find out by listening to this conversation between Thomas Spencer and Nick Eatock as they discuss Nick’s journey from coding computer games to becoming the Founder and CEO at intelliflo.    During this episode, Nick attributes his successful career growth to a curious mindset, and explains how you can nurture a similar outlook throughout...

Have you ever wondered how someone moves from a Tesco checkout to Chief of Staff at a FTSE company? Find out in this episode, where Thomas Spencer was joined by Ella Hugh, a Former Director of Proposition & Marketing, who shared her remarkable journey and the qualities that have fuelled her success. Ella's story began in a humble background in Manchester, where she defied the odds through...

Welcome back to the Executives in Wealth Management podcast. In this episode, Thomas Spencer talks with Caroline Hawkesley, UK Managing Director of Progeny. Caroline shares her story of growing up with an entrepreneurial grandfather, starting her own business, and eventually joining Progeny. She highlights the importance of culture and values in business success and the unique challenges smaller f...

Welcome back to the Executives in Wealth Management podcast.  In this episode, Thomas Spencer spoke with Anthony Carty, the Director of Clifton Asset Management, about his journey through the wealth management industry, including his perspectives on joining the sector from a less privileged background.  They also discussed topics such as pension management, advice for founders and hiring challenge...

Welcome back to the Executives in Wealth Management podcast.  Thomas Spencer was joined by Nataša Williams, the Co-Founder & CEO of Cadro, to talk about her perspectives on networking, leadership and changing needs of HNW & UHNW clients.  In this episode, the pair also discussed Nataša’s recent win of ‘Woman of the Year’, and how these awards impact people and companies in the industry.  Listen in...

In this episode, your host, Thomas Spencer, was joined by Verona Kenny, the Ex Managing Director, Intermediary at 7IM, to discuss her varied, global career in wealth management.  The pair also touched on the importance of building a positive culture within your business, how to bring your entire team on the same journey, and the mindset shifts that come from moving from subject matter expert to in...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by the CEO and Founder of The Lang Cat, Mark Polson, to talk about his passion for theatre and financial planning.  They also talked about the state of the market, why Mark was inspired to start his business and the importance of bringing young talent into the industry.  Listen in t...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by Andy Cumming, a Partner at Catalyst Partners LLP, to talk about the different opportunities that exist across the wealth management sector.  They also discussed the variety of investment opportunities and deal structures that Andy has experienced during his career.  Tune in to di...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by John Cowan, the Chair of the Sesame Bankhall Group, to discuss the financial advice industry and how it has changed since the beginning of his career.  They also talked about John’s early life and the impact that his father had on his career.  Tune in to find out more about the c...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by Andrew Storey, the Group Innovation Director at EV Financial Services, to discuss the impact of technology on financial planning services.  They also talked about Andrew’s professional background and his path into financial services.  Listen in to learn more about using AI in wea...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by Thomas Dudley, former CRO at both Novia and Parmenion, who recently Founded The Compliance Platform, to talk about the best ways to progress in the wealth management sector.  They also discussed Thomas’s experiences in the financial space, including topics such as leadership vs m...

In this episode, your host, Thomas Spencer, was joined by Chris Davies, the Founder of Model Office, to discuss the impact of adopting new technologies in the wealth management sector.  The pair also talked about Chris’s professional background, from his early jobs in banks to pushing for technological advancements in recent years. Listen in to find out more about the role of technology in wealth...

In this episode, your host, Thomas Spencer, was joined by Jackie Boylan, the Global Head of Investor Servicing at Fidelity International, to talk about navigating a career in the wealth management space.  They also discussed Jackie’s route into the wealth management sector, the importance of maintaining a diverse team, and the difference between Australian and British financial advice services.  L...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by Gillian Hepburn, the Commercial Director at Benchmark Capital, to discuss effective leadership in the wealth management industry.  They also explored the importance of understanding your customers and how you can shape your proposition to meet their goals, as well as Gillian’s wo...

Welcome back to the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Stuart Breyer, the Chief Executive Officer at mallowstreet. They talked about the importance of authentic leadership, the role of AI in the wealth management industry and wider society, and the story behind the 10,000 Black Interns project that Stuart is a part of.  Listen along t...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by Nick Stebbing, whose most recent role was the Chief Operating Officer at Saltus.  They had a fascinating discussion, touching on Nick’s background before diving into his experience of implementing a lean management approach and vertical integration, as well as his focus on divers...

Welcome back to Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, spoke to Steven Rowe, the Director & IFA at Lucent Financial Planning, about the importance of personal connections in the wealth management industry.  Steve also shared his own story of getting into the industry, before explaining why understanding and supporting people is at the heart of a succe...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, spoke to Stephen Gazard, the Chief Distribution Officer at Quilter plc, about creating success in the wealth management industry.  They also discussed the importance of working together to create a positive atmosphere where businesses and individuals can thrive.  Tune in to find out more about...

Welcome back to Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, is joined by Peter Mann, Non-Executive Director and Chairman for several financial institutions.  Peter shared his extraordinary career journey, as well as his outlook on collaborative strategy creation and his innovative approach to delivering outstanding results. The conversation moves to Peter&...

Welcome to the 20th episode of The Executives in Wealth Management Podcast! This week, your host, Thomas Spencer, was joined by Daniel Baade, the CEO of Dyer Baade & Company, which is an independent corporate finance boutique.  Daniel has had a fascinating career in the wealth management space, including publishing a number of books before joining the corporate world.  Now he is leading a comp...

Welcome back to the Executives in Wealth Management podcast.  In this episode, your host, Thomas Spencer, was joined by Justine Randall, the Chief Commercial Officer at Tatton Investment Management Limited, to discuss the importance of effective leadership. They dove into Justine’s life and story, from her early life through her fascinating career in the wealth management space.  They also covered...

Welcome back to another episode of the Executives in Wealth Management podcast. In this episode, your host, Thomas Spencer, was joined by Robert Gardner, the Co-Founder of Redington and Co-CEO and Co-Founder of Rebalance Earth.  The pair talked about Robert’s fascinating international background, his insights into the wealth management industry and the advice he’s gathered along the way, before di...

Welcome to Episode 17 of the Executives in Wealth Management podcast. Thomas Spencer was joined by Heather Hopkins, the Managing Director at NextWealth. They talked about Heather’s unconventional career path, moving from research and analysis into the wealth management space.  They also touched on the process of establishing Heather’s company, including the importance of her network and support sy...

Welcome back to the Executives In Wealth Management podcast. Episode 16  featured a conversation between your host, Thomas Spencer, and Ruth Sturkey, a Business Coach for Financial Planning Business Owners and the Chair at the Institute for Financial Wellbeing.  They talked about the motivation behind Ruth creating her own business, and why ethical money management is so important to her.  They al...

Welcome back to the Executives In Wealth Management podcast. In Episode 15 your host, Thomas Spencer, was joined by David Ferguson, the CEO at Seccl. The pair dove into David’s professional background and experiences in the wealth management sector, covering how he got into the industry and his time at Nucleus Financial.  They also touched on his leadership lessons, how he uses a company vision to...