The I just fell into Financial Planning Podcast

Being a Financial Planner is tough, being an International Financial Planner across many jurisdictions is even tougher.   With Dion I discuss on a surface level how he helps his International clients and as ever how he "fell" into the profession after a career that initially started out in Marbs, before he went into the Army.

This episode of "The I just fell into Financial Planning Podcast" is with Alexander Thomas of GP3 Financial Solutions. Alexander started in the profession with the deVere Group in Barcelona, we talk not only about his career in Financial Planning but also about his venture into the Property at a very young age. We have a look at the journey he's been on with Content Creation and how he makes it st...

I speak with Hannah about her career, starting off working for her fathers firm before setting up Core as an Outsourced Paraplanning Firm. We talk about her journey to starting off in Financial Services Administration to setting up an outsourced Paraplanning firm, how she became Diploma qualified, Artificial Intelligence in Paraplanning and how she became an accredited outsourced Paraplanning firm...

Mike LeGassick is a Financial Planner that works for Manning and co based in Cornwall.   Just before Christmas I sat down with Mike and we had a chat about not only the two books he has written "Your money and your life" and "Mind over money" but also around what got him into the profession, the best way to coach clients and how storytelling can really win them over.   Think you'll enjoy this epis...

Warning – There is a lot of Football chat in this Podcast (we had to take some out). If you want to skip Rob’s football talk we get into the juicy Financial Planning chat around 26 minutes. Being a big Football fan we really get into the nitty gritty of Rob’s career as a footballer, bar meeting Barry Fuller, Lyle Taylor and a few other Wimbledon players around the old Kingstonian bar I didn’t real...

Jake Crossley is as far as I'm concerned one of the success stories in Financial Planning. He joined the profession when he was 17 doing an internship with Poynton Financial Services before going to University for a term in Sheffield. Jake then went back to Poynton in January 2023 as a Paraplanner, learning from his Director there how to conduct meetings and the role as a researcher and report wri...

This weeks guest is Henry Blunt, Acquisitions Director at Wren Sterling. Henry and I are former colleagues, when we first met Henry was studying Biology at Newcastle uni and naturally this correlated nicely with acting as a broker for Financial Planning businesses. He forged his career at Retiring IFA and contributed to the business starting to deal with more complex succession planning solutions...

In this weeks episode we speak with Julian Baker at Livesmart Financial Planning. Julian started his career as a Car Salesman, where he marked himself out by selling extended warranty for longer periods of time. At the very young age of 20 he entered the Profession by joining Brittanic (technically being too young to be there) to be trained up. We talk about his career where he has worked in the P...

Our very first episode of The I just fell into Financial Planning Podcast is with Andy Lumley-Holmes at Fintuity covering his career that spans very nearly a quarter of a century (something he doesn't like me to remind him of). We cover his time at Edward Jones as a new Adviser door knocking to get clients, to his times as a Financial Planner all over the world living in Hong Kong, Moscow, The US...