Robert Lewis

The Bearded IFA

Business EN ↓ 5 episodes

Welcome to The Bearded IFA — honest conversations about money, business, leadership, life, and everything in between. Hosted by Rob Lewis, better known as The Bearded IFA , this podcast goes beyond pensions, investments, and financial planning. Drawing on years of experience as an Independent Financial Adviser, business owner, entrepreneur, and active member of the local community, Rob sits down with inspiring business owners, leaders, professionals, and changemakers to uncover the stories behind their success. Expect real conversations, practical insights, lessons learned, challenges over...

Author

Robert Lewis

Episodes

The Bearded IFA Diaries | Why Customer Experience Beats Customer Service 09.07.2026 19:25

Is great customer service enough anymore? In this episode of The Bearded IFA Diaries , I'm joined by Rhian Anstey , Region Director at Insight6 , to explore one of the biggest differentiators for any successful business: customer experience . Too often, businesses focus solely on customer service, but as Rhian explains, true customer experience goes much further. It's every interaction...

The Bearded IFA Diaries | Bringing Morbid to Life with Michael Roberts 01.07.2026 19:44

How do you take an idea that's been years in the making and finally bring it to the screen? In this episode of The Bearded IFA Diaries , I'm joined by Michael Roberts , actor, filmmaker and founder of Take The Cask Productions , to discuss the exciting journey behind Morbid —a comedy sitcom centred around the day-to-day lives of a funeral directors. With the second pilot episode now re...

The Bearded IFA Diaries | Starting at 19: Lucy Gittins' Journey into Financial Services 24.06.2026 15:44

How do you start a career in financial services when you're just 19 years old? In this episode of The Bearded IFA Diaries , I sit down with Lucy Gittins , the first Apprentice Administrator at Celtic Financial Planning, to discuss her journey into the financial services profession and what life is really like working within a busy firm of Independent Financial Advisers. Lucy shares her hone...

The Bearded IFA Diaries | David Roberts: Don't Lose Your Why 17.06.2026 20:38

What separates good businesses from great ones? In this episode of The Bearded IFA Diaries , I sit down with David Roberts , one ofm North Wales' most respected business leaders. David's portfolio of roles includes Business Coach, Non-Executive Director, Chairman, and Chair of the Institute of Directors (IoD) North Wales, giving him a unique perspective on what drives business success. ...

The Bearded IFA Diaries | Ben Currie: From a Broken Spine to British Champion 10.06.2026 20:32

What does it take to rebuild your life when you've been told your racing career might be over? In the very first episode of The Bearded IFA Diaries , I sit down with professional motorcycle racer and former British Supersport Champion, Ben Currie , to discuss an incredible journey of determination, resilience and success. Ben opens up about how he got started in professional motorcycle ra...