Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the power of self-belief and strategic career moves, offering invaluable insights for anyone at the start of their financial planning journey. Tom sheds light on the ofte...
Aug 06, 2024•56 min
Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry landscape, the innovative strategies employed by Hoxton, and the critical pathways developed to nurture new advisors toward a successful career in financial planning. Our...
Aug 01, 2024•57 min•Season 1Ep. 195
Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its profound impact on the bottom line. James explains why emotional intelligence is crucial for navigating high-stakes financial conversations. We delve into the scien...
Jul 30, 2024•1 hr 27 min
Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about changing careers—it's about leveraging diverse experiences and mastering the art of building client relationships. Discover how his early days washing cars and climbing the ran...
Jul 25, 2024•48 min
Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK. Sam Oakes was so impressed with Chris, and Hoxton Capital Management, that he decided to join the company as Head of Creative! in this episode, Chris reveal...
Jul 23, 2024•54 min•Season 1Ep. 193
Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the unmatched benefits of skill development and personal growth within a structured environment. This episode is a must-listen for anyone feeling stuck in...
Jul 16, 2024•54 min
This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the series I'm calling Hoxton Life ! What it's really like working for an International Financial Planning Company. Join us as we explore Hoxton Capital Management's am...
Jul 12, 2024•47 min
What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence and the rigorous training at the Quilter Financial Advisory School played crucial roles in reshaping his career path. Tom Schofield walks us through the essential bu...
Jul 09, 2024•50 min•Season 1Ep. 186
What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teaching to a successful career in financial planning, leveraging his skills in numbers and relationship-building to redefine his professional path. Jack's story offers ...
Jul 04, 2024•1 hr 3 min
What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of ensuring smooth transitions for newly acquired companies, highlighting the pivotal role of culture, support, and collaboration in the process. From deal...
Jun 11, 2024•27 min
Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both Rob and I stress the need for companies to transform their career development plans to cater to ambitious individuals, even those without prior experi...
Jun 10, 2024•1 hr 2 min
We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the first episode where we take a deep dive into terms 1-4 you can watch it here on Apple , Spotify , or YouTube. Terms 5 and 6, that lay the foundation f...
Jun 06, 2024•53 min
This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs. Ceri’s journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategi...
Jun 04, 2024•1 hr 10 min
Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Wa...
May 29, 2024•12 min
When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk about the book she wrote - ‘Life’s Good it’s the Disease That’s Problem’ and how this is being used in financial planning academies and financial planni...
May 22, 2024•52 min
Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategies and heartfelt mentorship advice are not to be missed by those aiming to carve out a successful path in the financial advising landscape. Embark on a...
May 16, 2024•56 min
Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial planner by 25, a testament to the power of mentorship and seizing opportunities. This episode uncovers how com...
May 08, 2024•30 min
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by t...
Apr 09, 2024•1 hr 29 min
Episode 2 of the Foster Denovo talent partnership series . Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider th...
Apr 09, 2024•56 min•Season 1Ep. 173
Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance. At First Wealth, Phoebe's story unfolds ...
Mar 28, 2024•52 min
Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of true independence in advising, and how embedding core values into a company's framework resonates deeply with clients and employees alike. Imagine a ...
Mar 14, 2024•57 min
Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of corporate finance into the heart of impacting lives through financial planning, Matt shares the profound satisfaction he derives from his role. Our con...
Mar 12, 2024•1 hr 5 min•Season 1Ep. 162
Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down with Roger Brosch, the visionary CEO steering this dynamic business. Ever wondered what it takes to align a company's culture with the personal value...
Mar 07, 2024•39 min•Season 1Ep. 161
Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but becoming an indispensable co-pilot for advisers, enhancing their productivity and ensuring stringent compliance. Craig's expertise shines as he walks us through the t...
Feb 29, 2024•1 hr 3 min•Season 1Ep. 160
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional talent. Alan's candid narration of his rise provides a roadmap for those yearning to carve out their niche in the financial planning landscape, emphasi...
Feb 22, 2024•1 hr 7 min•Season 1Ep. 159
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that navigates through the valleys of grief to the peaks of professional growth, Guy’s narrative is more than just an account; it's a beacon for anyone lo...
Feb 15, 2024•56 min•Ep. 158
Today on the Financial Planner Life podcast we are at St James’s place , for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to gain over 16,000 followers on Instagram alone, and how he’s made this his number one source of income. It’s so refreshing to meet another forward-think...
Feb 07, 2024•57 min•Season 1Ep. 158
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen. This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear ...
Feb 01, 2024•50 min•Season 1Ep. 158
This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is something to behold! She talks us through how she is able to make her clients feel comfortable being vulnerable – a hugely powerful skill to have as a f...
Jan 25, 2024•1 hr 12 min
Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode. We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, along with his two business partners. Now in the third year of Calum’s journey with Libertas, we learn abou...
Jan 18, 2024•1 hr 16 min
