Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity! Financial Planning in the UK has always held connotations of old white men in suits, a stereotype that is being broken more and more as the industry progresses. Now more than ever, Financial Planning professionals recognise the importance of diversity in their workp...
Jun 08, 2023•22 min•Season 1Ep. 128
This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation. We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning. Understanding how to market yourself is imperative for any...
Jun 01, 2023•16 min•Season 1Ep. 127
This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network! As you may know, we are powered by Financial Services Recruitment Specialists Recruit UK, experts in talent resourcing within the Financial Planning Profession. Recruitment often gets a bad rap, but in reality, it genuinely changes people’s lives. Take Richard for example: Richard was in a tough place. Self-employed and building/running his own f...
May 25, 2023•9 min
Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planner, co-owner and CEO of Jacksons Wealth and founder of the Meaningful Money YouTube channel, which provides financial coaching on money management, investing and saving strategies. Pete shares his career journey with us from making a complete U-turn from his previous career in Hospitality Management, to relocating and joining a local firm, through to ...
May 18, 2023•1 hr 29 min
Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham Jackson, a longstanding Financial Planning firm with a unique outlook on what success means with regard to client outcomes. Stuart outlines why within his business, having billions of assets under management and high net worth corporate clients ranks below developing stronger connections with and giving back to the local communities within wh...
May 11, 2023•58 min•Season 1Ep. 125
This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice. Nicola takes us on a journey from when she first started her business as a twenty-something to now, a successful and thriving businesswoman. We explore her passion for media and content creation, employee development, and why money is no longer the driving force behind her success and career development. It is clear that Sam and Nicola share a lot of comm...
May 04, 2023•1 hr 5 min•Season 1Ep. 124
Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his business. We cover a variety of topics including: · Transitioning from restricted to independent · Th...
Apr 27, 2023•42 min•Season 1Ep. 122
On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated manager in the Financial Planning World and has an abundance of insight into how to effectively manage people, improve productivity and form better relationships with your team. In this episode we discuss Alice’s career journey, why she aligned well with managing a team, as well as many of the aspects that go into becoming a strong manager incl...
Apr 20, 2023•59 min•Season 1Ep. 123
Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners! We cover many subjects · The variety of options available for starting a career in financial planning · Helen’s thoughts on independent vs restricted financial advice · Transitioning f...
Apr 13, 2023•53 min•Season 1Ep. 121
We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on the foundations of his intrinsic values. We talk to Jai about the process and why he set up Mindful Wealth. He gives advice on how a financial adviser can start a business built from the ground up on strong values. Jai also goes in depth on the topic of mental health and opens up about having ADHD, the challenges he’s faced, but also the benefits h...
Apr 06, 2023•52 min•Season 1Ep. 118
Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don't fit the typical financial planning mould. We cover many subjects · The importance of longevity · Does retirement need to be reframed? · Physical and metal wellness, and building good habits · How working with social media influencers can lead t...
Mar 30, 2023•57 min•Season 1Ep. 119
This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he took the leap and 5 years later he is running his own successful, B-Corp financial planning firm! Op...
Mar 23, 2023•56 min•Season 1Ep. 120
This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not. We dive deep into her business. Discussing how she used to neglect marketing but now she's a firm believer that marketing helps her generate new clients. We talk about diversit...
Mar 16, 2023•1 hr 12 min•Season 1Ep. 117
Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business! Michelle breaks down what she thinks is the correct structure for a career framework in paraplanning. And rest assured there are more positions than you think. It's a real eye opener. We also...
Mar 09, 2023•1 hr 6 min•Season 1Ep. 116
Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head office. He then moved on to join a partner practice on a self-employed basis before eventually taking the leap and setting up his own partner practice. Matt is a young Financial Adviser, and it was fantastic to get his view on the profession. We talk about his first few years as an adviser and he is very honest about his struggles, especially about cl...
Mar 02, 2023•1 hr 14 min•Season 1Ep. 115
This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm! Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey looked like for her. We talk about the highs, the lows and all the lessons learned. There is some amazing...
Feb 23, 2023•1 hr 2 min•Season 1Ep. 114
*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that. Gillian Wilson is a remote working Paraplanner who first entered the worl...
Feb 16, 2023•47 min•Season 1Ep. 113
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else. We talk about how she set up her Financial Planning firm with her husband and why ...
Feb 09, 2023•1 hr 12 min•Season 1Ep. 112
Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession th...
Feb 02, 2023•1 hr 12 min•Season 1Ep. 111
Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos. Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out though that Hayley isn’t just like everyone else. In fact, she actively breaks the mould and demolishes the stereotypes of a Financial Planning profession...
Dec 29, 2022•52 min•Season 1Ep. 110
Financial Planner Life – Career Accelerator Program Episode 4 – Job offer management in the financial planning profession. In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider before you accept, to ensure you are making the right decision. · The pros and cons of counter offers and how best to manage them. · Reference checki...
Dec 22, 2022•34 min•Season 1Ep. 114
Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning This episode focuses on the interview stage of securing a new job in the financial planning profession, such a huge part of the process. This is where leaning into an experienced recruiter elevates you above the competition and helps you deliver the best version of yourself. We also take into consideration the emotions attached to interviews and the pitfalls of not asking the r...
Dec 21, 2022•45 min•Season 1Ep. 113
Financial Planner Life, Career Accelerator Program Episode 2 – How to approach your financial planning job search Following on from Episode 1 where we looked at your why for wanting to change job, we now look at what you need to do to start the job search in the most effective and positive way. We share tips and advice on how best to market yourself for those who have or haven’t got financial planning experience. · Why you should do some simple google searches to see what firms are best represen...
Dec 20, 2022•38 min•Season 1Ep. 112
Financial Planner Life, Career Accelerator program Episode 1: Are you where you want to be in your career? In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consuming and often emotional draining process of searching for a new job, which we cover in episode 2. In this episode we cover the following • Why it’s impo...
Dec 19, 2022•34 min•Season 1Ep. 111
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management. Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn’t for her. But how do you stay in and progress through a profession you love withou...
Dec 15, 2022•49 min•Season 1Ep. 109
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality. Mel has jumped around a little bit in her career, but as we established on the podcast, that's not always a bad thing. It's great to gain experience at different companies in different roles. Mel h...
Dec 01, 2022•1 hr 8 min•Season 1Ep. 108
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it. We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning - starting out in accountancy and moving across into the financial planning profession. He digs deep and shares deep and transparently about his busin...
Nov 24, 2022•2 hr 3 min•Season 1Ep. 107
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-of-a-kind online platform called The Kinvault that protects clients and their wealth, reduces stress for families upon the death of a family member an...
Nov 18, 2022•25 min•Season 1Ep. 105
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today stands at 50,000 downloads per month! It's all about being kind and sharing good news. It’s well worth checking out. Chris shares with us today someth...
Nov 17, 2022•1 hr 3 min•Season 1Ep. 106
Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-development and self-care. In this episode Elena and Hannah discuss how they build positive mindsets and give insights into their daily practices of gratitude and meditation. We hear how implementing this early on has had profound affects on Hannah’s career. This episode is full of great insights on introducing mindfulness practices that will elevate yo...
Nov 03, 2022•43 min•Season 1Ep. 104
