Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popular podcast, Mind Money Soul. If you’re thinking you may have seen her elsewhere then you’re right. As well as guesting on a multitude of other financial podcasts, YouTube shows, workshops, and working with large brands such as Amazon, Laura has also starred on mainstream media in collaboration with the BBC as “Your money bestie”. Like most Financial Co...
Oct 27, 2022•1 hr 11 min•Season 1Ep. 103
This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3. In this episode, we hear about Emma’s career journey within the financial planning profession, knowing nothing about financial planning and coming from working-class family background, Emma was the first female in her family to go to university where she studied psychology and criminal justice by her own admission felt she could've done better, however, she graduated university and wasn't sure what she wa...
Oct 20, 2022•1 hr 5 min•Season 1Ep. 102
This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards. Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times for 10 years. In addition to writing, sketching, and podcasting, he is a frequent keynote speaker at financial planning conferences and visual learning events around the world. Today Carl shares his fascinating thoughts on the t...
Oct 13, 2022•1 hr 4 min•Season 1Ep. 99
*World Mental Health Awareness Day Special * This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitness charity. we take look into the excellent work they are doing. Talk Club is our charity of choice at the financial planner life academies , 5% of the turnover of donated to Talk Club. How are you? Out of ten? And when was the last time someone asked you that? It’s often difficult to gauge the way you feel when the career you work in moves at 110 miles per ...
Oct 07, 2022•36 min•Season 1Ep. 100
This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family. He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Ror...
Oct 06, 2022•55 min•Season 1Ep. 98
This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial planning profession. Although he felt like he didn’t belong, he put himself out there, started conversations with strangers (literally, one was on a train!) and this strategy opened doors for him. He also shares with us his difficult upbringing and explains how this motivates him to be the best version of himself today. His upbringing also mo...
Sep 29, 2022•37 min•Season 1Ep. 96
Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there to make it easier for you to enter the profession of financial planning. Today in episode 2 of The Financial Planner Life - Academies Sam Oakes is joined by Gee Foottit from the St James's Place Financial Adviser Academy and we cover topics such as the demand for more financial advisers, the history and success of the academy, the structure of it as...
Sep 28, 2022•1 hr 16 min•Season 1Ep. 97
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary principles, Blackfinch work to provide the strongest possible solutions for their customers offering products and services for investors in almost any situation. Today Tom talks about how Blackfinch help their clients to see the positive impact that their investments are having on the world, why it makes financial sense in the long-term to do ...
Sep 22, 2022•44 min•Season 1Ep. 95
This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellbeing planner so we dig a little deeper into this today talking about why Kris thinks that financial planning and our overall wellbeing are so intertwined. Kris also shares with us his career journey into the financial planning profession, how he heard about the role and why he wished that he’d heard about it sooner. He had previously assumed tha...
Sep 15, 2022•1 hr 39 min•Season 1Ep. 94
This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator role to a business and your personal development. In Bryce’s opinion this is a great way into the profession if you want to become a financial planner. We also talk about Bryce’s Instagram account ‘Clark’s Financial Sparks’ and how it’s giving much needed financial guidance to young people who otherwise wouldn’t be receiving it from wealth manageme...
Sep 08, 2022•42 min•Season 1Ep. 93
The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities to you, so if you are considering a move into the profession check out the financial planner life academies website, here you will find a detailed breakdown of the academy, including videos, blogs and a deep dive into the values, culture, process, earning potentials, testimonials to help you make an informed choice when starting your financial planning caree...
Sep 02, 2022•1 hr 24 min•Season 1Ep. 92
This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn’t start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning. She is a keen advocate to promote this profession to more women and in fact was nominated for an award at the Women’s Financial Advice Awards in 2021. Danielle didn’t se...
Sep 01, 2022•1 hr 10 min•Season 1Ep. 91
This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has taken her through several different sectors, and we focus on where the financial planning profession needs to catch up in terms of sustainability. Charlotte also shares some interesting insights into our relationship with money and explains how we’re all hardwired to seek short-term rewards. This doesn’t bode well for pensions so Charlotte emphasises ...
Aug 25, 2022•56 min•Season 1Ep. 90
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financial planners. This is a second career for Sara so we dig deep into why she chose to leave a steady career for financial planning and how she has found...
Aug 18, 2022•1 hr•Season 1Ep. 89
This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning career, from Paraplanner to business owner. She explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone. Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solutio...
Aug 11, 2022•50 min•Season 1Ep. 88
This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning and working his way up to a financial planner and now he’s running his own business. At one point his career took him over to Hong Kong working on expat financial advice and it was during this time in Hong Kong that he really learnt a lot about himself and what kind of financial planner he wanted to be. Keith shares some really interesting ...
Aug 04, 2022•1 hr 21 min•Season 1Ep. 87
This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 years old and running his own business. With his youth comes ideas on how to do things differently within the profession and today he tells us what that means for his staff and clients. Nick thinks that age doesn’t matter as long as you can build trust, great advice for any young financial planners out there. We also discuss Nick’s career progression ...
Jul 27, 2022•1 hr 13 min•Season 1Ep. 86
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we should be setting goals. Once a goal is achieved, then what? We also talk about how the role of a financial planner has evolved into more of a lifestyle c...
Jun 17, 2022•1 hr 14 min•Season 1Ep. 85
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowe...
Jun 09, 2022•48 min•Season 1Ep. 84
This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession. Now she’s running her own Partner Practice for St. James’s Place, what a fantastic story! This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining...
Jun 01, 2022•1 hr 32 min•Season 1Ep. 83
This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas. Today the conversation is focusing on Michelle’s new certification, the Financial Abuse Specialist Certificate and the important role that you can pl...
May 26, 2022•1 hr 15 min•Season 1Ep. 82
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff well...
May 19, 2022•45 min•Season 1Ep. 81
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us how this hasn’t held him back, in fact, he tells us why it’s an advantage to be a young financial planner in this digital age. Dan set up an Instagram a...
May 12, 2022•53 min•Season 1Ep. 80
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the...
May 05, 2022•1 hr 7 min•Season 1Ep. 79
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us why being employed didn’t work for him at all. He has now set up his own firm which allows him to put family time first. What is interesting is the way he went about building his business, surrounding himself with people who can do things better than he can. Tom rightly says that you can’t be good at everything. This is a great episode for the ent...
Apr 21, 2022•1 hr 13 min•Season 1Ep. 78
This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow! Today we talk about her career journey, from Paraplanner to Co-Owner of her own firm. Susie also shares the biggest challenge she has faced as a woman in the profession, creating a great company culture plus tips ...
Apr 14, 2022•1 hr 9 min•Season 1Ep. 77
This week Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financially, allowing them to pass on generational wealth. We talk about why this protection is often overlooked, why it’s so important, the role of a financial protection adviser and how it can be a stepping stone into other areas of the financial profession. Adrian brings a lot of knowledge and energy to the podcast today. We hope you enjoy it. We cover: Ad...
Apr 07, 2022•50 min•Season 1Ep. 76
This week Ali is joined by Dan Knott from Dan Does Mortgages. We chat about Dan’s mortgage broker career and how social media has played a key role. In the early days Dan realised that the business leads he was being provided with were of low quality so he decided to take matters into his own hands. ‘Dan Does Mortgages’ on social media was born and now this is where he sources 100% of his business from! Join us to hear how he did it. You can follow Dan on Instagram here: https://instagram.com/da...
Mar 30, 2022•20 min•Season 1Ep. 75
This week Sam is joined by superhero Kate Jayden. Kate is running a marathon a day for 100 days straight! This incredible challenge is all in aid of UK food & hygiene poverty as well as encouraging people to support refugees. In fact, the distance of her 100 marathons is 2600 miles, the same distance that a Syrian refugee must travel between Aleppo and Dover. When Kate isn't saving the world she's working her day job, a Compliance Monitoring Officer at ThreeSixty Services. She shares with us...
Mar 24, 2022•1 hr 26 min•Season 1Ep. 74
This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in order to be a successful financial planner. If you have the gift of people skills then the sky’s the limit in this profession. In this episode Sam shares his unusual but fascinating career journey, from chef to financial planning firm director. Sam & Elena also talk about the importance of embedding a strong & positive culture in the workplace, t...
Mar 17, 2022•1 hr•Season 1Ep. 73
