This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down on the ‘grafter’ market. This includes barbers, bricklayers, plumbers & personal trainers. This has clearly worked as 313 Wealth Management h...
Apr 29, 2021•1 hr 28 min•Season 1Ep. 42
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional rugby player. Although I don’t know much about rugby, I find his transition from professional sport into the financial industry really interesting. Davey tells us about his journey, shares with us how he invested in training & self-development in order to better serve his clients, as well as the need for financial advice to rugby players and ...
Apr 22, 2021•1 hr 12 min•Season 1Ep. 41
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From bancassurance to mortgage advice, self-employed RI to building an IFA firm. The turning point in his career when he started working closely with professi...
Apr 06, 2021•1 hr 2 min•Season 1Ep. 39
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning. Chanelle is not out to man bash, she is hugely appreciative of the support and guidance received from men within the profession including her father who is also a financial planner, the community is about ...
Mar 17, 2021•1 hr 20 min•Season 1Ep. 38
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not have a clue what she wanted to do with her life, she worked in bars and restaurants for several years and at 19 became a Mum. Needing a job that offered security she landed a 6-week contract in the post room of a financial planning practice; fast forward 5 years Jessica is now an award-winning financial planner. In today’s episode we talk abo...
Mar 11, 2021•1 hr 5 min•Season 1Ep. 37
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of assets under advice. We talk about why ethical financial planning and not being a cog in the wheel were the driving force in setting up his own IFA practi...
Mar 05, 2021•50 min•Season 1Ep. 36
🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him. he was given the opportunity of work experience in an IFA practice; it was here that he met two Investment Directors from Quilter Cheviot that took the time to educate him about the roles within investment management & ...
Feb 24, 2021•1 hr 1 min•Season 1Ep. 35
🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management in the City of London. James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM. James is 100% dedicated to the client experience, and in his words “it is everything" 💚 he shares what the client journey looks like at PWM and how this has helped some of the partn...
Feb 16, 2021•1 hr 16 min•Season 1Ep. 34
The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and exciting conversation and I love being part of the process. It has never been a better time to start your own business within financial planning! The advice gap, advancements in technology, outsourced solutions, and with the power of social and digital marketing helping you scale and stand out and rapidly establish yourself as an expert within y...
Feb 04, 2021•1 hr 23 min•Season 1Ep. 33
“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”. This week’s guest on the financial planner life podcast is David Macdonald, founder of The Path an ethical and positive impact-focused financial planning firm. I 💚 David’s story, a chance viewing of the powerful documentary Cowspiracy completely changed his career path, he sold his practice and decided to be...
Jan 29, 2021•1 hr 16 min•Season 1Ep. 32
As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase efforts to attract talent from other professions. I personally find this very interesting, what transferable skills, attributes, and personalities are suited to financial planning? So, when I got the opportunity to interview Daniel Wiltshire a Chartered Fellow Actuary who made the move to Financial Planning, I jumped at the chance. Actuaries t...
Jan 22, 2021•1 hr 9 min•Season 1Ep. 31
It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. although level 4 is a great indication of technical knowledge, many Financial Planning f...
Jan 15, 2021•44 min•Season 1Ep. 30
This week's guest on the financial planner life podcast is that Fabulous ( with a capital Fuh) Luiza Todd of Bespoke training solutions! It’s fair to say Luiza knows a thing two about passing Cii qualifications, over the last 16 years she's helped tens of thousands of students Pass their R0 exams. I really enjoyed this podcast, Luiza is passionate, funny, engaging, and straight-talking, everything you want from a trainer! Bespoke training solutions have simplified the process of passing your R0 ...
Dec 18, 2020•1 hr 15 min
This week's guest on the financial planner life podcast is wealth adviser Benjamin Beck from Nigel Grice and associates. Born and raised in Norway, Benjamin moved to England aged 21, and spent 6 years in the Army before starting a career in financial planning. Let’s face it, getting into the financial planning profession without any experience can be difficult and confusing, and it was no different for Benjamin. This is why Benjamin has taken to LinkedIn to offer free career guidance and mentors...
Dec 10, 2020•58 min•Season 1Ep. 28
Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner, or should I jump straight into a trainee financial planner role? This week's guest on the financial planner life podcast is the recently level 4 qualified Hanna Hunt from Radcliffe & Newlands believes that starting as an IFA administrator is the best route to becoming a financial planner. I L...
Dec 03, 2020•1 hr 4 min•Season 1Ep. 27
Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely believes so. This weeks guest on the financial planner life podcast is Natalie Bell director of culture and engagement at the verve group and managing director of ‘The Art of Finance’ The Art Of Finance delivers a blend of practical and technical training to aspiring compliance, administrators and paraplanners . We cover • #wearechange their charity that aims to attract more people t...
Nov 27, 2020•1 hr 10 min•Season 1Ep. 25
“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.” And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner. I’ve always enjoyed re...
Nov 19, 2020•1 hr 9 min•Ep. 24
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement. Fast forward 10 years and Kris is still there! (Some...
Nov 10, 2020•55 min•Season 1Ep. 23
“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on the Financial Planner Life Podcast is Peter Komolafe from The Conversation of Money, a podcast and a YouTube channel dedicated to sharing the truth about investing and all things finance. One thing that really frustrates Peter is the rise of the ‘have a go financial expert’ on social media! You know the guys - the ones that aren’t qualified ...
Oct 29, 2020•1 hr 11 min•Season 1Ep. 22
This week’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum! Sarah has a fantastic career story to tell that involves the likes of Olly Murs, will.i.am, Jennifer Hudson and Sir Tom Jones… Yes, she was a contestant on The Voice UK! And it was during this period of her life that she set up her own mortgage brokerage: ‘The Mortgage Mum’. What became quickly apparent is how genuine Sarah is. She’s not afraid to talk about the struggles of juggling a career, her pass...
Oct 22, 2020•1 hr 19 min•Season 1Ep. 21
on episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice. Taylor is quite unique. At the age of 25, he is running his own directly authorised IFA practice. After speaking to several IFA business owners, he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time. So for Taylor, self-employment was the only option. His chosen route into the pr...
Oct 15, 2020•1 hr 29 min•Season 1Ep. 20
On this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor. Michael started his financial services career as a personal banker for a leading high street bank before having a successful career in the high-pressure world of stockbroking in London, working his way up to team manager, before deciding to become a Financial Planner. Like many Financial Planners, Michael is looking for ways to stand out from the crowd to attract the right clien...
Oct 08, 2020•1 hr 48 min•Season 1Ep. 19
This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Bancassurance, and nearly ended there. He wasn’t a fan of the high sales targets and lack of client care; we talk about the impact this had on his mental health and how leaving the bank and setting up his own directly authorised IFA practice was the best decision he ever made. Phillip also shares his experience of buying retiring IFA client books and why acquis...
Sep 24, 2020•1 hr 40 min•Season 1Ep. 18
This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning. Jessamy shares her career journey from counting sea urchins as a marine biologist in Kenya, to working as a Stockbroker in the city and eventually running her own financial planning practice. Jessamy has vast experience of working within financial planning in varying roles, starting out as what she describes as a “posh paraplanner” and eventually taking...
Sep 15, 2020•1 hr 31 min•Season 1Ep. 17
On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning. We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option! Its clear Robert cares deeply a...
Sep 03, 2020•1 hr 30 min•Season 1Ep. 16
Episode 15 of the financial planner life podcast with Sam Oakes. This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe who is an ex-professional basketball player turned Financial Planner. Anthony first picked up a basketball at the age of 13, he quickly established himself as one of the top young basketball players in the UK securing a college scholarship in the USA with the University of North Georgia and a highly successful professional career in the UK playing ...
Aug 17, 2020•1 hr 6 min
Episode 14 of the Financial Planner Life Podcast with Sam Oakes My dad once said to me (after a skinful of cider & in front of all my mates)… “Sam, you could’ve played football for England.” Totes embarrassing, right?! Thanks for the vote of confidence daddio, but in reality I was nowhere near professional level. In fact, the statistics are really sobering - less than 1% properly make a living from the game & only 180 of the 1.5 million playing organised youth football in England will ma...
Aug 10, 2020•1 hr 7 min
On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact investment platform for financial planners and sophisticated investors. There is approximately £17 billion invested in ethical funds in the UK. 78% of investors say ethical investing is more important to them now than it was five years ago, whilst almost two-thirds of people have increased their investment in sustainable funds over the past five year...
Aug 06, 2020•1 hr 6 min•Season 1Ep. 13
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12 This week’s guest is Catherine Morgan who is a multi-award-winning financial planner, podcast host & financial coach at Money Panel. Catherine’s career started in banking as a cashier, quickly rising through the ranks of bancassurance to sales manager, a detour into personal styling proved instrumental in changing the way she thought about financial planning for women. “When sales became a bigger prior...
Jul 30, 2020•1 hr 5 min•Season 1Ep. 12
This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and for me, on episode 11 of The Financial Planner Life podcast, Tina Weeks was one of those people. I really enjoyed talking to Tina Weeks. Her passion and enthusiasm for the Financial Planning profession is beautiful; we need more women like Tina pioneering and changing the way Financial Planning is delivered. Tina Weeks lives and breathes t...
Jul 22, 2020•53 min•Season 1Ep. 11
