Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more. Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as ...
Dec 21, 2023•48 min
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a team of successful Paraplanners, and has seen some of his colleagues make serious waves in the world of Paraplanning as a career choice since then. W...
Dec 14, 2023•1 hr 25 min•Season 1Ep. 154
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships. This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to f...
Dec 07, 2023•1 hr 20 min•Ep. 153
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualifications and becoming a Financial Adviser. Ben undertook an apprenticeship in Financial Planning at a time where entering the profession was in no way...
Nov 30, 2023•1 hr 17 min•Season 1Ep. 152
Bonus Episode In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure interviews and at the very least a solid network to lean into as you gain more qualifications and experience, this is perfect for those studying without experience, and looking to get their foot in the door or on their radar! are you looking to start your qualifications and gain valuable soft and practical skills? you need to sign up to the financi...
Nov 28, 2023•10 min
This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, specialists in lead generation for the Financial Planning profession. Paola is a seasoned professional in the world of lead generation, especially around utilising LinkedIn to generate new business and establishing yourself as a key person of influence in a particular field. In this episode we go into great detail on how to soup ...
Nov 23, 2023•1 hr 19 min•Ep. 151
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career stepping stone, finding an experienced, highly capable admin is gold for Financial Planning firms aiming for success. In steps this week’s guest, Maria Mushtaq, Award Winning IFA Administrator at Holden & Partners, Chartered, B Corp Financial Planning firm! Maria is a shining example of the value added by this often-overlooked area of the profe...
Nov 09, 2023•58 min•Season 1Ep. 150
The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securities & Investment (CISI) Changefest event, to talk all things careers in Financial Planning. This was a chance for us to champion the profession of Financial Planning, raise awareness of the abundance of opportunity out there for those entering the industry, as well as offering expertise on securing a position in a firm. We covered: - Roles within...
Nov 02, 2023•1 hr 2 min•Season 1Ep. 149
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests: Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system” Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships” Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite...
Oct 26, 2023•1 hr 13 min•Season 1Ep. 148
Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation that aims to elevate the wellbeing of businesses, with the mantra of; ‘Creating happy places to work so any business can lead their industry through high levels of employee wellbeing, productivity and retention.’ Mike is a firm believer in the idea that in the UK, we have a misplaced definition of success, and often sacrifice certain thing...
Oct 19, 2023•1 hr 12 min•Season 1Ep. 147
Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 This is the audio version of the video found on the financial planner life YouTube channel. 🤝 Join Elena and Adam and explore the path to success as a paraplanner. Whether you're aiming for exams, seeking study tips, or honing essential skills, we've got all the guidance you need. Find out more and sign up to the Financial Planner Life Academy here: https://recruitukltd.co.uk/fin...
Oct 16, 2023•18 min•Ep. 148
Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing advocate and Chartered Fellow Financial Planner Samantha Secomb, Director of Women’s Wealth – Financial Planning and Advice for Women. Throughout her career in Financial Services, Samantha has identified some key behavioural differences that often come to light when talking to couples about their finances. We discuss her findings and how these were the see...
Oct 12, 2023•1 hr 6 min•Season 1Ep. 146
Ever wondered how to become a financial planning administrator? This is the audio version of the video on the financial planner life channel, we are guiding you on your path to becoming a proficient Financial Planning Administrator! If you're eager to launch a successful career in the financial planning industry and play a crucial role in shaping people's financial futures, you've come to the right place. Join Charlie Scott and Adam Owen as they provide invaluable insights, tips, and expert guid...
Oct 10, 2023•20 min•Ep. 147
Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services? This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creator and founder of the Principles Personal Finance YouTube channel, designed with the goal of providing “Personal finance and financial education from a...
Oct 05, 2023•1 hr 29 min•Season 1Ep. 145
Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? Well, the search is over! We have a very special episode of the Financial Planner Life podcast for you this week as we officially launch the Financial Planner Life Academy with NextGen Planners! We’re joined by Adam Owen, Director and Head of Content a...
Sep 28, 2023•40 min•Season 1Ep. 143
This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history! A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting...
Sep 21, 2023•1 hr 27 min•Season 1Ep. 144
This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations. We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression. ...
Sep 14, 2023•51 min•Season 1Ep. 142
Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA. Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales prowess for Financial Planners looking to grow a business, generate leads, and build lasting relationships. We discuss how sales expertise has become ...
Sep 07, 2023•1 hr 18 min•Season 1Ep. 141
Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! Freddie knows a thing or two about carving a career in Financial Planning, he’s done it! In fact, Freddie came straight out of Uni and into a graduate scheme in a large national firm, and shares his journey, experience transitioning into different roles, as well as giving tips on specific skills that can be...
Aug 31, 2023•1 hr 17 min•Season 1Ep. 140
BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 2023!!! We’re very proud to be nominated so if you’re an FPL listener follow the link to cast your vote and support the Financial Planner Life podcast: Awards – Evolution by The Verve Group (weareverve.co.uk) Our guest this week is Adam Cockerham, Financial Adviser with William Dixon & Associates and Self-Employed career advocate. Adam has mentored...
Aug 24, 2023•1 hr 12 min•Season 1Ep. 139
This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Columnist and Co-Founder of Lexington Wealth management …That was a mouthful! Warren takes us on a career journey and shares his proven system for creating a £1,000,000 turnover business! it’s such a good method that now he’s packaged it up into 36-month coaching program for Financial Planners. Is it about time you took your business to the next level...
Aug 17, 2023•1 hr 3 min•Season 1Ep. 138
Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a result of the 2008 Financial Crash, where he became interested in pursuing a career in Financial Advice. Through feedback from those around him, along with some self-analysis, Lee decided that personally he hadn’t had enough working life experience to step up into advice at this stage, and so focused his efforts toward developing his Financial Service...
Aug 10, 2023•1 hr 8 min•Season 1Ep. 137
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services! We revisit some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include: Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations. Ep.88 with Rebec...
Aug 03, 2023•28 min•Season 1Ep. 136
This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone navigating a career path within Financial Services and could give you the clarity you need to make decisions around your career progression plan! Lauren has been in Financial Services since before the 2008 financial crash, where she was advising in Mortgages in a building society environment. Like many others in her situation, the financial crash cause...
Jul 27, 2023•52 min•Season 1Ep. 135
This week on the Financial Planner Life podcast our guest is Karl Pemberton, Chartered Financial Planner and Director of Active Chartered Financial Planners. Karl talks us through his career journey, starting in a banking environment, Karl worked his way up through the ranks, before taking the helm at his father’s Independent Financial Planning firm. Karl drew from his experience in a banking environment, putting a heavy focus on continued training, development and progression for each individua...
Jul 20, 2023•1 hr 31 min•Season 1Ep. 134
Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wealth Management, and expert in client rapport building. Laura has taken some leaps of faith in her career, being adept in a Paraplanner role, before being encouraged by her employer at the time to step into an Adviser role. This step, along with others, cemented the importance of mentorship for Laura, and instilled the benefit of having a strong supp...
Jul 13, 2023•43 min•Season 1Ep. 133
This week on the Financial Planner Life Podcast we speak with Tom Ham, Founder and Director of Calton Wealth Management, a Financial Planning firm that has experienced exponential growth in recent times. For Tom, variety is the spice of life when it comes to a career in Financial Planning, navigating a varied journey from within multiple firms, from trainee, to self-employed, to working within a hybrid Law and Financial Planning business before eventually setting up his own business based around...
Jul 06, 2023•1 hr 14 min•Season 1Ep. 132
We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance Degree Graduate, Chartered Financial Planner and Company Director at Lane Financial Management, all at the very young age of 24 years old! This impressive individual is a prime example of what can be achieved with the right guidance, determination, and access to opportunity for the next generation of Financial Planners. James talks us through what wen...
Jun 28, 2023•1 hr 16 min•Season 1Ep. 131
Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Adviser for just under a year, we reflect on Jamie’s career to date, why he made the decisions he did at different stages, and what he would have done differently if starting again. We discuss in depth what is required on a personal and professional level, in order to maximise your progression in your Financial Services Career. Jamie spent around 10 yea...
Jun 22, 2023•1 hr 7 min•Season 1Ep. 130
This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company. Oliver walks us step-by-step through his journey from starting out in personal banking, to moving across to Financial Advice, explaining the steps he took, what worked and what didn’t, and the decisio...
Jun 14, 2023•1 hr 15 min•Season 1Ep. 129
