Book Free Demo of Wealth Space - Here

In this episode of Financial Planner Life, Sam Oakes sits down with Max Anderson, former financial planner and founder of Wealth Space, to explore how artificial intelligence is transforming the day-to-day reality of running an advice firm.

Max built Wealth Space after experiencing the same challenge most advisers face today: capacity.

Advice firms are not short of demand. They are short of time.

Client meetings, suitability reports, compliance documentation, and administration create an operational bottleneck that stops firms from scaling.

In this conversation we explore how AI for financial advisers can reduce admin, improve productivity, and help firms grow without increasing headcount.

Max also shares how the technology was used in his own advice business and how it helped replace adviser capacity for £149 per month.

We also discuss:

• How AI is changing financial planning
 • Reducing suitability report time from 90 minutes to 20 minutes
• Using technology to increase adviser capacity
• Growing from 80 clients to 120 clients per adviser
• Why the biggest challenge in advice firms is operational workflow
• How AI tools can support paraplanners and advisers
• The future of advice technology and the Polaris junior adviser model

If you're curious about AI in financial planning, wealthtech, or how advice firms can scale more efficiently, this episode is for you.

🎧 Listen now to learn how artificial intelligence could reshape the future of financial advice.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Just two years into her financial planning career, Caroline has built £14 million assets under management, while balancing family life and designing a career with genuine flexibility.

Caroline shares her full journey from investment banking to financial planning, including how she qualified, why she chose the self-employed IFA route, and how she evaluated different firms before joining a directly authorised financial planning firm.

We also dive into the practical realities of becoming a financial adviser in the UK. This includes how much money you need saved before going self-employed, how adviser revenue splits work, and what support new financial planners should look for when joining a firm.

Caroline also explains how she generated clients in her first two years as an IFA through Unbiased leads, networking groups, accountant referrals, and financial wellbeing workshops.

If you are exploring a career change into financial planning, thinking about becoming a financial planner or financial adviser, or weighing up the self-employed IFA route, this episode is packed with practical insights.

What we cover:

• Moving from investment banking to IFA
•  Completing financial planning qualifications (Level 4)
•  Choosing between IFA academies vs smaller financial planning firms
•  The realities of becoming a self-employed financial adviser
•  How much savings you need before going self-employed
•  How financial advisers are paid and how fee splits work
•  Building your client bank from scratch
•  Lead generation for financial planners
•  Networking, referrals and LinkedIn for advisers
•  Why financial planning offers purpose and flexibility

This episode of Financial Planner Life is essential listening for anyone considering a career as a financial adviser, financial planner, or self-employed IFA.

00:00 - Ex-Deutsche Bank Investment Banking to IFA: self-employed start + £14m AUM

 01:23 - Mindset check: “It’s Friday” + starting your Financial Adviser journey

 02:34 - Why she left Investment Banking: COVID, redundancy, pregnancy, Plan B

 03:56 - Finding the UK Financial Planning route: Sam’s videos + where to begin

 05:27 - Lifestyle + family: why becoming a Self-Employed IFA fit her life

 06:58 - Choosing a small firm: Directly Authorised IFA vs bigger routes

 11:01 - Big bank to small Financial Planning firm: freedom, purpose, building a team

 15:27 - Comparing firms: Quilter/SJP academy vs smaller IFA setup

 17:20 - Going self-employed as a financial adviser: the 9–12 month savings rule

 21:34 - What support should look like: paraplanners,

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

International Financial Planning is evolving and Titan Wealth International is helping shape what comes next.

In this episode of Financial Planner Life, Sam Oakes sits down with Tyla Phillips and William Burrows, now part of the senior leadership team at Titan Wealth International, to explore their journey from starting at the bottom in Dubai to becoming leaders within one of the fastest-growing global financial planning businesses.

Both Tyla and Will share the harsh early realities of building an international financial planning career. No safety net. No guaranteed pipeline. Just resilience, ambition and a willingness to learn.

They went on to become top producers in the international space before founding Harrison Rose. That business later merged with Arlo to form AHR, combining leadership, infrastructure and ambition. Eventually, AHR was acquired by Titan Wealth, marking the creation of a true global powerhouse in international financial planning.

In this episode we cover:

• The real story of starting a financial planning career in Dubai
 • Building Harrison Rose from scratch
 • Merging with Arlo to create AHR
 • Why they chose to join Titan Wealth
 • What makes Titan Wealth International different
 • Clear career structures and employed adviser opportunities
 • Market leading remuneration models
 • The adviser marketing fund and fair lead distribution system
 • The importance of culture and cognitive calm in high performance environments
 • What One Titan means across global offices

Titan Wealth now manages £44 billion in assets, employs over 1,400 people globally and benefits from long term private equity backing. The group continues to expand internationally, offering financial planning careers and global financial advice opportunities across Dubai, Mexico City, the USA, Europe, the Channel Islands, the UK and beyond.

Whether you are:

• Considering a move into international financial planning
 • Exploring Dubai careers
 • Looking for global financial advice opportunities
 • Or thinking about exiting your business and want to hear from founders who have successfully gone through an acquisition with Titan Wealth

This episode is essential listening. 

Reach out to Sam@financialplannerlife.com if you are interested in careers at Titan Wealth.  

International financial planning is entering a new era, and this conversation gives you an inside look at where the profession is heading.

Listen now.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

How do you become a financial adviser if you’re changing careers?
In this episode of The Financial Planner Life Podcast with Titan Wealth, Azela explains the fastest practical route into the profession after moving from engineering into financial advice.

Should you start as a paraplanner before becoming a financial adviser?
Azela breaks down why paraplanning builds technical knowledge, client meeting experience, and confidence — making it one of the strongest entry points into a trainee financial planner role.

What do firms look for in career changers entering financial planning?
We discuss mindset, transferable skills, qualifications, and how to stand out when moving into the UK financial advice profession.

Check out Titan Wealth career opportunities here, or speak to me directly!  

This episode is essential listening for anyone researching a financial planning career, exploring the move from paraplanner to financial adviser, or planning a career pivot into finance.

In this episode we cover:
• Changing careers from engineering into financial planning
• The quickest route to becoming a financial adviser
• Why paraplanning is a powerful entry point
• Building confidence in client meetings
• Skills needed for trainee financial planners
• Career opportunities inside Titan Wealth
• Real expectations of the financial advice profession
• Advice for career changers entering finance

If you’re asking “how do I become a financial adviser?” this episode gives practical answers from someone who’s done it.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

David shares the inspiring growth journey of Redmill Advance and how they are transforming training and development in the financial planning profession through accessible qualifications, CPD, and behavioural support. From self-study learners to large-scale corporate academies, David explains how their tech-first, learner-centric approach is improving pass rates and raising industry standards.

We explore learning styles, neurodiversity, and how financial planning firms can deliver consistent, high-quality CPD. With a first-time pass rate above 85% in their academies and less than 5% client churn since inception, Redmill Advance is quietly becoming one of the most impactful education providers in financial services.

This episode is a must-listen for aspiring financial planners, T&C professionals, and business leaders seeking to develop internal talent and futureproof their advice businesses.

Key Subjects Covered in This Episode:

🎓 Qualifications & Learning Pathways in Financial Planning

• CII, CISI, LIBF qualification routes
• Diploma vs Chartered training
• Self-study vs Academy formats

🧠 Learning Styles & Neurodiversity 

• Supporting different learning preferences (visual, auditory, kinesthetic)
• Onboarding resources focused on study psychology
• Accommodating neurodiverse learners

📈 CPD, Competency & Regulatory Needs

• Bite-sized, digital-first CPD
• Centralised CPD solutions to reduce fragmentation
• Data-driven MI to identify training gaps and compliance needs

🧑‍💼 B2B Training & Academy Solutions

• Running academies for leading firms (SJP, Quilter, Mazars, etc.)
• White-labeled platforms (Redmill Advance Hub)
• Supporting HR, T&C, and compliance goals

💡 Business Growth & Market Impact

• Redmill’s journey from startup to major player
• Over 500 learning modules and growing
• Strong client retention and pass rates as proof points

🚀 Future of Redmill Advance

• Strategic investment in marketing and storytelling
• Hiring expert trainers to scale delivery
• Commitment to raising standards and closing the advice gap

To celebrate the Financial Planner Life x Redmill Advance partnership, you can enjoy 10% off ALL Redmill Advance learning solutions until 31st March 2026. Just use the code FPL2026 at checkout to receive your discount.

Click here: https://www.redmilladvance.com/fpl

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

• How being on the high street has driven client engagement and local brand dominance
• Building a startup culture in an established firm (and why that matters for talent attraction)
• The journey of James, a trainee-turned-adviser, and what great career development looks like
• How Sean’s practice of Buddhism influences company culture, emotional intelligence, and leadership
• What makes MLP’s recruitment and onboarding process different (and more human)
• Why hyper-local marketing still works in a digital-first world
• And how one small idea, pitched internally, led to new service lines like wills and LPAs
  
  

If you're an aspiring financial planner looking for a forward-thinking firm, or an established adviser wanting to run your own business without losing your soul, this one’s for you.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

🔥 Key Takeaways:

• A Non-Traditional Start: Heather began her career in retail and ran a furniture business for over 10 years. Despite a long period without contributing to her pension, she felt a renewed interest in finance and discovered financial planning as a meaningful next step.
• The St. James’s Place Academy Journey: Heather explains why she chose the SJP Academy, how it helped her gain both qualifications and client-facing experience, and why resilience is essential when launching your own practice.
• Building Her Practice: Heather shares the reality of her first year. It was quiet at first, with an empty diary and no clients, but consistent action across face-to-face networking and social media helped her build momentum and credibility.
• Purpose-Driven Marketing: Instead of pushing sales, Heather committed to financial education in schools and community groups. Her genuine passion for helping others naturally attracted clients who resonated with her message and approach.
• Recognition and Contribution: Heather won the Mike Wilson Award for overall contribution at SJP. This acknowledged not only her business progress, but also her community involvement and mentorship within the SJP ecosystem.
• Supporting the Self-Employed and Business Owners: With a background in business ownership, Heather relates strongly to self-employed clients who often overlook financial planning. She uses her experience to support them in building secure financial futures.
• Giving Back with Purpose: Heather shares the emotional story behind the Alice Hiley Memorial Trust, founded in memory of her daughter. Her personal journey has deepened her empathy and shaped her purpose, both professionally and personally.
• Looking Ahead: Heather is focused on three things: taking a well-earned break, continuing to support her growing client base, and relaunching her charity with renewed energy. She’s also planning to bring in another adviser as her business grows.

 Why This Episode Matters:
If you're considering a career change, thinking about becoming a business owner in financial planning, or want to understand how purpose can shape professional success, Heather’s journey offers valuable lessons and heartfelt inspiration.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management.

Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, with big plans to triple the size of the business in the next five years.

🔥 What you'll learn in this episode:

• How Marc used his estate agency background to win early clients
• The role the SJP Academy played in helping him build the foundations
• Why mortgages were a strategic way to keep cash flow going and build trust
• How he built powerful introducer relationships, especially with accountants
• How he supports an accountancy firm with 8,000 clients through education and webinars
• Why relationship-building still beats technical knowledge in the early years
• How he plans to scale towards £1 billion AUM with a long-term mindset

💬 Marc’s story is a real-world example of what it takes to grow a successful advice business from the ground up and it’s packed with practical insights for anyone building a career in financial planning.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Neil shares:

• How his early roles in banking taught him core skills (customer service, fact‑finding, relationship building).
• The tough choice to leave a secure management path to pursue financial planning.
• What it took to get back to his previous income after stepping into a trainee adviser role. 
• How specialisation (e.g., working with hospital doctors and understanding complex pension schemes) boosted his confidence and client value.
• His transition from corporate structures to smaller firms, where influence, autonomy, and entrepreneurial energy matter.
• Why protection advice is undervalued and the power it has to transform clients’ lives.
• How voluntary work and governance roles are shaping his long‑term vision - including non‑executive director aspirations.

This episode offers honest career reflections and tactical lessons for aspiring and established advisors alike.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentorship. Tammy shares her 20-year journey in financial services and why creating a flexible, values-led business was essential for her success and her team’s.

Together, they explore:

• Why women leave financial services mid-career
• The power of local, relationship-led client acquisition
• From mortgage adviser to business owner
• Why visibility of women in leadership matters
• How motherhood and financial planning can thrive side-by-side

If you’re considering a career in financial planning or want to build a more inclusive practice, this episode is for you.

00:00 - Intro to Tammy & Emma’s Story
01:45 - Why So Few Women Become Financial Advisers
04:30 - Tammy’s Journey from Mortgage to Financial Advice
07:50 - Emma’s Career Change & Entry via SJP Academy
11:10 - The Role of Mentorship in Career Progression
14:30 - Creating a Flexible, Family-First Advice Firm
18:15 - Visibility of Women in Leadership Roles
22:00 - Local Marketing & The Bishop’s Stortford Mummies
25:45 - Authenticity Over Aggression in Sales
29:00 - Work-Life Balance and Setting Boundaries
32:10 - Advice for Women Entering Financial Planning
35:20 - Who the SJP Academy is Right For
37:45 - Legacy, Purpose & Final Reflections
40:00 - Wrap Up & How to Connect

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Rosie talks candidly about how growing up in a household where money was tight shaped her relationship with finances and fuelled her passion for planning. She opens up about the emotional depth of her client work, why she proudly calls herself a "financial planner" rather than an advisor, and how truly understanding her clients’ lives, not just their portfolios, makes all the difference.

In this episode, you’ll learn:

• The mindset shift from corporate benefits to private client advice, and how the two worlds are more connected than you think
• How to create a referral engine by delivering a first-class, emotionally resonant client experience
• The power of coaching and mentorship in developing new talent (and why "menchoring" might be the secret sauce)
• Why confidence is just as important as competence, and how Rosie helps emerging planners build both
• How AI is enhancing client service at Quilter Cheviot while preserving the all-important human touch
• Rosie's two "magic wand" wishes for the future of the financial planning profession

Plus, hear about the "health and wealth seesaw” she uses to help clients balance financial goals with living a fulfilling, healthy life. Discover how this approach, alongside her deep client relationships, has earned her the nickname Rosie Poppins.

Whether you're new to financial planning or a seasoned pro, this episode is packed with insight, honesty, and practical wisdom for building a client-focused, referral-based business.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan.

Kanishk opens up about growing up in a small town in India, landing a scholarship at LSE, navigating culture shock in the UK, and building a life from scratch — all leading to a career defined by purpose over pressure.

He now runs Compound Wealth Planning, a thriving partner practice with £70 million in assets under management.

🧠 What You’ll Learn in This Episode:

• The harsh truths behind trading at global investment banks
• Why burnout pushed Kanishk to rethink his career trajectory
• How helping colleagues with their bonuses sparked a career shift
• What made the St. James’s Place Academy the perfect next step
• The mindset it takes to build a successful planning business from zero
• Why lifestyle creep is the hidden enemy of financial freedom
• How Kanishk defines success today — and why it’s not about the money

✨ Who This Episode is For:

• Career changers curious about financial planning
• Professionals in high-stress finance roles questioning their path
• Aspiring planners interested in the St. James’s Place Academy
• Financial services leaders looking to attract new talent
• Anyone who believes in the power of long-term thinking and purpose-driven work

🔗 Resources & Mentions:

• Learn more about St. James’s Place Academy
  
  
• Follow Kanishk Swarup on LinkedIn
  
  
• Check out Compound Wealth Planning 
• Connect with Sam Oakes on LinkedIn

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first.

Now, he’s leading the charge on topics that divide financial services professionals daily.

🚨 Here’s what we cover:

• Is evidence-based investing just clever branding - or genuinely better for clients?
• Why most risk profiling tools are broken & unhelpful
• Should financial planners choose sides in the active vs passive debate?
• The rise of Bitcoin, the return of gold, & the role of private equity in portfolios
• How Aspen uses tech that actually works for financial planners & their clients
• Why first-principles thinking beats copy-paste product design

Andrew shares why financial planners need to stop overcomplicating things & start designing investment experiences that genuinely serve the people behind the portfolios.

This is a must-watch for:
✔️ Financial planners seeking clarity in the chaos
✔️ Firms looking to improve their MPS offering
✔️ Advisers questioning the one-size-fits-all model
✔️ Anyone ready to rethink what investment management should look like

📩 Learn more about Aspen or book a discovery session. 
🔗 Follow Sam Oakes & Financial Planner Life on LinkedIn

00:00 - Intro: From engineering to investment management  

00:34 - Andrew's early career & first role in wealth management  

02:45 - A personal health crisis & the search for purpose  

04:44 - Is finance a noble profession?  

05:39 - Why start an MPS business in a saturated market?  

08:06 - How engineering logic shaped Aspen's investment approach  

09:33 - Building intuitive tech for financial planners  

11:05 - Starting from scratch: Aspen’s early days & growth  

13:28 - Early supporters & the power of trust in MPS  

14:41 - Social proof & buying decisions in financial planning  

16:17 - Could AI avatars replace financial advisers?  

18:21 - Active vs Passive - is the debate pointless?  

22:34 - Is evidence-based investing just marketing?  

25:16 - Why risk profiling is broken  

29:01 - Should Bitcoin or gold be in portfolios?  

32:44 - Is private equity too complex for clients?  

34:43 - Andrew’s approach to LinkedIn & thought leadership  

37:04 - Sam’s take: Building trust & visibility on L

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM without relying on social media or paid marketing. Instead, she focused on referrals and long-term, values-led growth.

You’ll learn:

• How to transition from investments to advice
• The fear and reward of becoming client-facing
• Turning one ex-colleague’s “yes” into a thriving network
• Why trust, consistency, and integrity beat any sales pitch
• The realities of flexible working when you run your own practice
• How the Women Returners Network helped her hire two standout advisers
• The compounding effect of delegation, leadership, and support
• The key benefits of the SJP partnership model
• Why building optionality starts long before a sale

If you’re serious about building a meaningful career in financial planning, this is your blueprint.

🎧 Listen now, subscribe, and share the one insight you’ll put into action this week.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: 

reach out to new leaf - click here 

Welcome back to the Financial Planner Life Podcast, where we explore what it really takes to build a meaningful and rewarding career in financial planning.

This week, host Sam Oakes speaks with Sam Wallis, Managing Director of New Leaf Distribution, to unpack how this IFA network is giving self-employed advisers true branding freedom, community support, and the tools they need to thrive.

If you’re wondering “Is this the best IFA network?” — this episode might help you decide.

New Leaf currently supports around 350 advisers across mortgages, protection, and financial advice. Whether you're a newly qualified adviser, a mortgage professional looking to futureproof your business, or a registered individual stuck in an outdated setup, this could be your next move.

👉 Interested in joining New Leaf Distribution?
Visit: https://newleafdistribution.co.uk

🔑 What we cover in this episode:

Building your brand as a self-employed IFA

What it's like being an appointed representative under New Leaf

The importance of community, mentorship and real development

Why some advisers are leaving other networks for New Leaf Distribution

AI tools, paraplanning support and pre-approval compliance

Attracting new talent into the profession

The rise of mortgage advisers transitioning into financial planning

What makes a truly supportive IFA network in 2025

👤 About Sam Wallis

Sam Wallis is the Managing Director at New Leaf Distribution, a progressive IFA network focused on empowering advisers to build their own businesses and brands, with the right infrastructure and support behind them. His vision is to combine branding freedom with a strong compliance framework, mentoring and community.

🔗 Learn more at: https://newleafdistribution.co.uk

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

We talk about her career beginnings, the impact of becoming a mother, navigating flexibility as an employed adviser, and the emotional realities of returning to work. Hannah also offers insight into what it's like working at Foster Denovo post-acquisition, as well as the importance of workplace culture, flexibility, and recognition.

Her story is a powerful reminder that you can excel as both a parent and a financial professional. She’s living proof that success isn’t just about titles, it’s about happiness, purpose, and support.

This episode is a must-listen for:

• Women considering a career in financial planning
• Working parents seeking flexibility
• Firms striving to build inclusive and supportive cultures
• Anyone who believes in the power of mentorship and representation

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

You can watch this episode on youtube or spotify!  here 

This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) in a best-of-seven match play showdown — with caddies, clubs, and competitive spirit fully loaded.

What starts as a light-hearted game quickly turns into a meaningful conversation about building a career in financial planning, winning business, and doing the right thing — both on and off the course.

🏌️‍♂️ Today’s Golfers & Caddies:

• Michael Yuille CFP™ – France-based Certified Financial Planner™, U.K. pension specialist, and U.S. investment adviser helping UK/US expats retire in France. Known for viral LinkedIn content under #ChickenTuesday.
• Sam Oakes – Host of the Financial Planner Life Podcast, producer of content for the financial services, and founder and seller of a 7-figure turnover financial planning recruitment company. Expert in video-first marketing and passionate about attracting fresh talent to the profession.
• Carla Brown – President & Chair of the Personal Finance Society and MD of Oakmere Wealth Management. Champion of inclusivity and a major voice for women in financial planning.
• Guy Skinner – Director at Citygate Financial Planning and patron of Stand By Me, a bereavement counselling charity. Specialises in protection-led planning and advising legal professionals.

🎤 You’ll also hear from:

• Paul Bradley – Founder of Chiltern Hills Financial Planning, passionate about values-based, lifestyle-led advice.
• Jay Dhaliwal – Chartered Financial Planner and Young Achiever of the Year 2023, representing the next generation of high-impact advisers.
• Paul Taylor FPFS – Chartered Planner, Certified Coach and Wealth Management Coach, helping planners grow personally and professionally.
• Vikash Kanani – Managing Director of Chatsworth Wealth Management Ltd, building a people-first advice business with empathy and integrity.

🎯 In this episode, we explore:

• Why referrals are still the #1 business development tool
• How protection advice opens the door to long-term client relationships
• The key to building a client bank under 45
• Carla’s mission to attract more women into financial planning
• How to get comfortable with asking for referrals (without sounding salesy)
• Why personality matters just as much as qualifications
• Building your brand on LinkedIn through authenticity and humour
• Succession, hiring the right people, and getting your culture right

❤️ Charity Spotlight:

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Watch this episode on YouTube or Spotify - here

Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning.

🏌️‍♂️ The Match:
It’s Vikash Kanani (MD, Chatsworth Wealth) vs Paul “The Power” Taylor (Chartered Planner & Coach) in a competitive 9-hole matchplay at Mappley Golf Course, Nottingham.

🎒 Caddies:
• Paul Bradley (Founder, Chiltern Hills FP)
• Jay Dhaliwal (Chartered Planner & Young Achiever of the Year 2023)

🎤 Featuring appearances and insights from:
• Mike Yuille (financial planner and straight-talking realist)
• Carla Brown (President of the PFS & Director at Oakmere Wealth)
• Guy Skinner (Founder, Citygate – the “4-week career starter”!)
• Your host, Sam Oakes, bringing the banter and asking the real questions

⸻

✅ Topics we cover on the course:

• Starting your career in financial planning with zero clients
• The truth about referrals (and how to ask for them properly)
• Niche marketing, cashflow struggles, and what no one tells you about year one
• How AI is reshaping advice and speeding up training
• Imposter syndrome and gaining confidence as a new planner
• Managing time, energy, and avoiding “playing office”
• The power of mentorship, and the case for being a human first planner

🔑 Quote of the Day:
“AI lets you be more human. And that’s where the real value in advice lives.” – Vikash Kanani

⸻

🏆 But who won the match?
Let’s just say it came down to the final green. One clutch putt. One celebration. And one loser with their head in their hands.

You’ll have to watch to find out.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

 In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months.

We answer the top questions aspiring advisers ask:

• What are the RO exams? → Six modules (RO1–RO6) that make up the CII DipPFS qualification.
• Which RO exam is hardest? → Most students struggle with RO3 (Personal Taxation).
• How long does DipPFS take? → Many take 12–18 months, but Rebecca did it in 5 with the right support.
• Do I need experience? → No. With the Academy and Redmill Advance, even career changers can pass.

As a Back to School Special, the St. James’s Place Financial Adviser Academy have 100 discount codes to get 50% OFF RO1 learning materials with Redmill Advance. Financial Planner Life listeners can access the codes on a first come first served basis:
👉 Claim your exclusive discount now: https://shorturl.at/Fn8wP

If you would prefer watching the episode, you can here on the Financial Planner Life Youtube Channel  - 

This episode blends real experience with expert training insights, making it the perfect study guide if you’re preparing for your CII regulated financial adviser exams.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

you can also watch this episode on the finanical planner Life YouTube channel

📍 Hosted by Sam Oakes, Founder of Financial Planner Life, the UK’s leading podcast for careers in financial planning.  If you want to start your own podcast or appear on the finanical Planner Life podcast, reach out - sam@financialplanerlife.com. 

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

📩 Want to feature on the podcast or start your own? Reach out: Sam@financialplannerlife.com

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

That’s what Saturn AI is already delivering for over 600 financial planning firms  ( 1600 Advisers ), and in this episode of the Financial Planner Life Podcast, Sam Oakes sits down with co-founder Rohit Vaisha to explore how.

But this isn’t another “AI will replace advisers” narrative.

Saturn’s mission is to enhance human connection, not remove it, using AI as fuel to scale trust, proactivity, and personalised client care.

In this episode, you’ll discover:

• How Saturn AI boosts adviser productivity and efficiency across the advice journey
• Why paraplanners and compliance teams are key to scaling with AI
• The rise of proactive, always-on client engagement (and what advice firms can learn from Instagram and Netflix)
• The “universal adviser” model - what it is, and why it’s the future
• Why AI is only as good as the problems it’s solving — and the partners implementing it

💡 Whether you're an adviser, paraplanner, compliance lead, or business owner, this is your blueprint for using AI to grow your firm without losing the human touch.

👉 Book a meeting with Saturn AI: here

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy.

Miriam opens up about her early money mindset, paying off debt, buying a home, and how mentorship from Rob Gardner helped her see the potential she hadn’t yet recognised in herself. If you're considering becoming a financial planner or making a career change, this is the episode for you.

We cover:

• How the St. James’s Place Academy supports career changers
• The emotional journey from debt to financial freedom
• Why executive assistants make brilliant financial planners
• The power of mentorship in shaping your career
• How financial planning changed Miriam’s life
• Building a business with purpose and empathy
• The mindset shifts that make you better with money
• Creating a niche offering as an Executive Financial Assistant (EFA)

👉 Interested in finding out more about the St. James’s Place Academy?
Click here: https://www.sjp.co.uk/academy

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners.

We also dive into the ongoing debate: what’s better, restricted or IFA? Wayne shares his honest views and explains why the best advice always comes down to trust and intention—not just labels.

Wayne also opens up about his journey from financial planner to business leader, his passion for life cover and protection advice, and how his firm supports advisers at every stage of their journey - whether you're starting out, looking to grow, or transitioning your career.

If you're an IFA or employed financial planner considering your next step, this episode is packed with insights about control, earnings, and working within a values-driven firm.

In this episode:

• Building careers in financial planning
• The value of protection and life cover
• Self-employed IFA career support
• IFA vs. restricted advice
• Why One Financial Solutions stands out
• Advice for new and experienced financial planners

Interested in joining One Financial Solutions? Click here or reach out to Wayne directly.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employment.

We unpack:

• Why Lawrence chose to go self-employed with just £3M AUM
• How he tripled his assets in 12 months without cold calls or networking events
• The £10K personal investment he made to become a better communicator
• His laser-focused niche: high-earning lawyers - book a meeting here 
• Why Westminster Wealth gave him the freedom to build his business his way

Lawrence’s story is packed with actionable insight for both aspiring advisers and experienced professionals ready to take control of their financial planning careers.

https://linktr.ee/wwmrecruitment

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this special partnership episode of the Financial Planner Life podcast with Foster Denovo, we speak with Russell Cook — a senior partner, self-employed financial planner, and two-time survivor of life-threatening illness.

Russell shares how he built a thriving £60 million practice advising 120 clients, despite facing a rare blood cancer diagnosis and later, a brain tumour. His story is a powerful reminder that success in financial planning is as much about mindset and support as it is about knowledge and advice.

We cover:
 ✅ His seven-and-a-half-month hospital stay battling cancer
 ✅ How a critical illness policy helped him and his family stay afloat
 ✅ The power of team support under the Foster Denovo partner model
 ✅ Running multiple marathons post-recovery and raising £28,000 for charity
 ✅ Preparing for retirement while ensuring continuity and client care
 ✅ The role of Foster Denovo in his success and succession planning.             

This episode is about resilience, gratitude and the value of doing work that truly matters. If you’re a self-employed financial planner or considering a career at Foster Denovo, don’t miss it.

🎧 Plus, discover more stories from those building successful careers in the Foster Denovo ecosystem on their new podcast: Foster Denovo Talks.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

They dive deep into Emmanuel’s journey from growing up on a council estate to becoming one of the UK’s most recognisable financial planners, using platforms like Instagram, LinkedIn, and YouTube to educate and entertain audiences.

Discover how Emmanuel built a purpose-driven career in financial planning, leveraged social media to attract clients, and became a trusted voice for financial education across the UK.

Topics include:
 ✅ How to use social media for client generation
 ✅ The importance of authenticity and storytelling
 ✅ Why niching down builds stronger engagement
 ✅ The future of careers in financial planning
 ✅ Building trust through “edutainment”

If you’re a financial planner looking to grow your business, build your brand, or attract the next generation of clients and talent, this is a must-watch (or listen).

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Katie’s story is one of resilience, adaptability, and building a business that fits around life’s big moments, including becoming a mum mid-way through growing her firm.

We cover:

✅ How military skills like leadership, discipline, and resilience translate into financial planning

✅ What it’s really like going through the St. James’s Place Academy (and how Katie passed her exams in just 6 months)

✅ The importance of mentorship and building your support network

✅ How social media, especially Instagram Stories, has helped her win new clients

✅ Balancing business growth and motherhood, and how becoming a parent opened new networking opportunities

✅ Why financial planning needs more diverse voices and more women in leadership

✅ Tips for using LinkedIn and Instagram for business development

✅ The power of storytelling and human connection in financial services

Whether you’re ex-military, thinking about a career change, or wondering how to balance parenthood with self-employment, this is a must-watch.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of Financial Planner Life, Sam Oakes sits down with Jeri Williams, the powerhouse behind Smooth Accounting in the UK and now Smooth Dubai.

Jeri shares how she built a business that runs without her, the mindset shift that allowed her to finally let go of control, and why protecting her time is now non-negotiable.

We dive deep into:

✅ Why she expanded into Dubai - and how it’s transforming her business
✅ The reality of stress and anxiety as a business owner
✅ What it really means to delegate and build a self-sufficient team
✅ Her obsession with time, freedom, and being present for her kids
✅ How showing up consistently online has helped her grow a loyal client base
✅ The role of marketing in building trust, visibility, and long-term success
✅ Why community, not competition, is at the heart of her approach

This conversation is packed with practical insights for business owners, financial professionals, and anyone chasing more freedom without sacrificing success.

🔗 Learn more about Jeri: https://www.linkedin.com/in/jeriwilliams
📚 Join the waitlist for her new book on moving to Dubai
🎧 Subscribe for more career stories and insights from Financial Planner Life

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirely on cold outreach through LinkedIn to get started.

This conversation is packed with practical advice for anyone considering a self-employed career in financial planning, especially those thinking about going it alone.

What we cover:

• How Aleem used LinkedIn Sales Navigator to connect with ideal clients
• Why consistency in cold outreach beats waiting for inbound leads
• What it really felt like starting during a market downturn
• The role mentorship played in levelling up his client base
• How joining Foster Denovo changed the game for his business
• Why testimonials and authentic content now matter to his strategy
• His goal of becoming a Senior Partner before the age of 30

This episode offers a real-world view of what it takes to build a financial planning business from the ground up. It’s not about shortcuts or luck - it’s about showing up every day and doing the work.

👉 Ready to take control of your financial planning career?
Subscribe for weekly conversations with the professionals shaping the future of this industry.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, scarcity, or self-worth, these emotional drivers often get in the way of good financial decision-making. 

We discuss:

• Why childhood money stories influence adult financial behaviour
• How money shame blocks clients from implementing advice
• Why planners must understand their own money beliefs first
• The power of creating emotional safety in client conversations
• Tools and training to help financial planners explore money coaching

If you're a financial planner who wants to build deeper trust, improve client outcomes, and bring more human connection into your advice process - this one's for you.

🔗 Learn more about Dennis and Cambridge Money Coaching:
https://www.cambridgemoneycoachinguk.com/

📌 Subscribe to the channel for more career insights from the world of financial planning.
👍 Like this video if it made you think differently about client conversations.
🗣 Drop a comment — what’s your first memory of money?

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Discover how SJP’s 2030 vision is being built around:

• Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs from hours to minutes
• Chat SJP: An internal GPT-style assistant that delivers fast, accurate, compliant answers to technical questions
• Agentic AI: The concept of digital support agents acting as a virtual back office
• The Innovation Sandbox: A safe space for financial planners to test and build new tools
• A strategic focus on simplifying, streamlining and elevating the planner and client experience

This isn’t about replacing financial planners. It’s about giving them better tools, more time, and the freedom to focus on what they do best - building meaningful relationships with clients.

Whether you’re considering your future as a planner, leading a firm, or just want to understand where the profession is headed, this episode is for you.

🎧 Listen now and subscribe for weekly insights from the front lines of financial planning careers.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business.

• 47% revenue growth
• 200+ new hires
• 7 acquisitions
• A thriving culture that’s stronger than ever

Roger shares what’s driven Foster Denovo’s success over the last 12 months, who he credits for the results, and why they’ve just launched their own podcast, Foster Denovo Talks, produced by Financial Planner Life Productions.

We dive into:

• The power of culture in driving performance
• The importance of transparency in talent attraction
• Why storytelling is now part of their employer brand
• What Foster Denovo Talks aims to achieve

Whether you're an aspiring financial planner, a firm owner, or simply curious about what people-first leadership looks like at scale - this is an episode worth tuning into.

📢 Don’t forget to like, subscribe, and follow Foster Denovo Talks for more insights from inside one of the fastest-growing firms in the UK.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her.

Already working as a paraplanner, she used the setbacks as motivation to deepen her technical expertise, achieve Chartered status, and carve out a specialist niche advising NHS medical professionals on their complex pension needs.

Jay’s story is a reminder that rejection isn’t the end - it’s often the beginning of real career growth.

If you're at a crossroads in your financial planning career, or wondering how to turn setbacks into success, this episode is packed with practical insights and inspiration.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice.

Vikash’s story is one of intentional reinvention. After building a strong career in recruitment and business development, he stepped away from the boardroom and into financial planning - starting from scratch, taking a pay cut, and retraining in his early 30s.

Now, ten years later, he co-leads Chatsworth Wealth Management, a thriving practice with £266 million in Assets Under Management, serving over 1,000 families.

We talk about:

• What made him walk away from recruitment
• Why recruiters are uniquely skilled for financial planning
• How he took over and scaled an existing practice
• Building client trust and social proof through content
• The future of advice, succession planning, and team culture
• The value of understanding client happiness and purpose

If you're in recruitment and wondering what’s next, or you're considering a second career in financial advice, this episode is packed with insight and inspiration.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

She shared insight after insight.

Here’s one that really stuck with me:

“Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up the phone – or move on.”

That’s the shift.
Referrals alone aren’t enough.
Generic messaging doesn’t cut through.
And your digital footprint? It’s your first impression – every single time.

We spoke about:

• The real reason clients leave their advisers (hint: it’s not performance)
• Why financial planners must lean into video – even if it feels uncomfortable
• How AI is changing the way people find their adviser (and what you can do about it)
• Practical ways to grow your presence on LinkedIn – without being salesy

Samantha’s coming to the UK this summer to run in-person marketing workshops for financial planners – and I’ll definitely be there.

This isn’t theory. It’s what’s working right now.

If you’re serious about growing your firm, building trust, and attracting the clients you really want to work with – this one’s worth your time.

Download Samatha's free gift here.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning.

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Paul shares his honest reflections on a non-linear career across firms like Morgan Stanley, Société Générale and Invesco, including the bold decisions that worked and the ones that didn’t. They discuss mini-retirements, the danger of chasing performance, and why “time in the market” still beats timing it.

You’ll hear Paul’s views on:

• Long-term investing and market concentration
• Why he avoids world indices in his personal allocation
• Where he sees long-term value including China, Europe and bank loans
• How asset allocators should think about dispersion, not just volatility

If you’re in financial services, wealth management or portfolio strategy, this is a masterclass in career resilience and investment clarity.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Dan’s story is one of self-doubt, resilience, and transformation. Growing up, he was told by teachers he’d “never amount to anything.” Like many neurodivergent individuals, the traditional education system left him with limiting beliefs about his potential. Fast forward to today—he’s a successful financial planner with St. James’s Place, proving that thinking differently is an asset, not a weakness.

In this episode, we dive into:
✅ How neurodivergence can be a strength in financial planning
✅ The impact of school experiences on self-belief and career choices
✅ How St. James’s Place Academy supported Dan’s transition into finance
✅ The power of self-acceptance and working with—not against—your brain
✅ Why anyone can become a financial planner with the right mindset and support

If you've ever doubted yourself because you don’t fit the mould, this episode is for you. Your differences might just be your biggest advantage.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial Planning, to discuss what it really takes to build a sustainable, mission-driven financial planning firm.

Key Takeaways:

🔹 Why ‘Missionaries, Not Mercenaries’ Is the Hiring Philosophy That Works
Guy shares why he prioritises hiring people with purpose over those who simply chase numbers. He believes that a team driven by values - not just financial incentives - creates better client outcomes and a stronger business.

🔹 The Blueprint for Growth: Focusing on Young Legal Professionals
Instead of chasing high-net-worth clients, Guy built his business by helping newly qualified solicitors - young professionals who had just doubled their salaries but lacked financial guidance. This niche allowed him to scale rapidly, bringing in 139 clients in his first year.

🔹 How Clear Communication and Visuals Transform Client Relationships
Guy explains how sketching financial concepts in real time helps clients truly engage with their plans. This simple but effective approach ensures clarity and builds trust.

🔹 Bridging the Advice Gap with Technology
With only 8% of the UK population receiving financial advice, Guy is exploring how AI and digital tools can scale financial guidance and make advice more accessible to younger generations.

Why Listen?

If you’re a financial planner looking to build a business that lasts - or a firm owner struggling with hiring the right people - this episode is packed with practical insights you can apply today.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today.

🎯 We cover:

✅ The PFS Professional Map – A clear framework for career progression in financial planning.

✅ The real skills gap – Why technical knowledge alone isn’t enough & the need for relationship-building and sales skills.

✅ The importance of protection planning – Why financial planners should focus beyond AUM.
✅ The 46% increase in under-25s joining the profession – But why we still need more young talent and more womenin the industry.
✅ How PFS Power Webinars and Wealth and Women, originally a PFS mini-series and now an independent podcast, are driving real impact in financial planning.

Financial planning is an incredible career—but we need clearer pathways, better training, and more support for new entrants if we want the profession to thrive.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not everyone is a fan…

Some call Chris a toxic disruptor, while others say he’s the breath of fresh air financial planning desperately needs. In this episode, we unpack:

✅ How Hoxton Wealth hit £2.13 billion in AUM & £20 million in revenue

✅ The power of brand – from “who?” to one of the most talked-about firms in financial planning

✅ The rebrand from Hoxton Capital Management to Hoxton Wealth – why it mattered

✅ Massive growth in talent & the investment in the next generation of advisers

✅ 5 planned acquisitions in 2025 adding £3 billion in AUM

✅ Why lifestyle financial planning is the future

✅ Sam’s honest take on international financial planning – what surprised him about Hoxton Wealth

✅ Why content, PR, and social media are non-negotiable for financial firms in 2025

This is an unfiltered conversation about growth, disruption, and the future of financial planning. Whether you love or hate Chris’s approach, one thing is clear – Hoxton Wealth is here to change the game.

🎧 Listen now and find out why Hoxton Wealth is leading the charge.

👉 Interested in joining Hoxton Wealth? Reach out to Sam or Oliver in the recruitment team.

📢 Want to launch your own podcast or video content strategy? Let Financial Planner Life Studios handle it – contact Sam to get started.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, private banks, and institutional investors to navigate the crypto space.

In this episode of the Financial Planner Life podcast, we discuss:

🔹 Bitcoin vs. Gold—Is Bitcoin really a competitor, or can they coexist?
🔹 Institutional Adoption—Why are big players quietly adding Bitcoin to their portfolios?
🔹 Quantum Computing—Could it break Bitcoin’s security and destroy its future?
🔹 Trump, ETFs & Regulation—How politics and policy could shape Bitcoin’s next move.
🔹 Avoiding Hype Investing—Including how I lost £3,000 on Dogecoin chasing the crowd!
🔹 Portfolio Strategy? Lisa shares why some research suggests a 4% Bitcoin allocation could enhance returns—but also why this is just an observation, not investment advice.

💡 I’m not endorsing Bitcoin—but I wanted to understand it. If institutions are taking it seriously, maybe we should at least ask why.

🔥 Is Bitcoin the future or just another speculative bubble? Let’s discuss.

🎧 Listen now on Spotify | Apple Podcasts | YouTube
📺 Watch the full video on YouTube
🔗 Follow Lisa Tyshchenko on LinkedIn

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

We explore Joanna’s journey from marketing to operations, how Foster Denovo supports financial planners through a robust operational infrastructure, and the significance of leadership diversity—50% of Foster Denovo’s leadership team is female.

Joanna shares insights into team building, scaling a financial planning business, and the importance of investing in talent. She also discusses the impact of Crestline’s recent investment in Foster Denovo and how the company is positioning itself for future growth.

For anyone interested in the operational side of financial planning firms, career growth, or the future of the industry, this is a must-listen episode.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

There’s a big debate in financial planning: Does age matter?

 Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge.

After sitting down with Karl and Harry—a father-son duo from St. James’s Place—on the Financial Planner Lifepodcast, I’ve seen both sides of the coin.

Karl has spent nearly 40 years in financial planning, taking over his father’s business at just 20 after an unexpected loss.

Harry, his son, started his career as a musician before transitioning into financial advice via the SJP Academy. Now, at 27, he’s already leading client meetings and preparing to take over the firm.

Their approach to succession planning is a lesson for all financial planning firms:

✅ Clients aren’t waking up to a sudden change—they’ve seen Harry stepping in for years.
✅ Karl isn’t rushing out the door—he’s mentoring Harry while slowly shifting responsibilities.
✅ Harry isn’t just inheriting a business—he’s growing it, with a modern mindset and fresh ideas.

The best part? Their philosophy isn’t just about money. They focus on ROL (Return on Life), not just ROI (Return on Investment).

I asked Harry if he ever feels clients don’t take him seriously because of his age. His response?

“At first, maybe. But after a few conversations, if you know your stuff, clients trust you. Plus, they know I’ll be here for the next 30 years—can they say the same about an advisor nearing retirement?”

👉 What do you think? Would you trust a financial planner in their 20s, or do you believe experience only comes with age?

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Neil’s career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother’s floor to managing billions of pounds at Invesco Perpetual, Neil’s story takes us through his rise to the top of fund management, his role in creating some of the UK’s most successful funds, and the collapse of his own fund—a moment that left many investors facing significant losses.

This episode doesn’t shy away from the pain and fallout of those events. But it also raises bigger questions:
❓ What is truth, and what is lies?
❓ How far can media scrutiny go before it crosses a line?
❓ When does accountability turn into cruelty?

Neil reflects on the immense pressures he faced, the toll it took on his mental health and personal life, and the role the media played in shaping public perception. But this is more than a look back—it’s also about the future. Neil shares what he’s doing now, the lessons he’s learned, and his plans to rebuild and contribute to the financial services industry.

This episode offers a balanced, in-depth look at Neil’s extraordinary career, without overlooking the pain experienced by investors, or the challenges of being in the public eye.

One thing for sure is, Neil has had an interesting career story.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

What You’ll Learn in This Episode

1. The Power of Niching Down

Rohit explains how identifying and committing to specific niches—Indian professionals, dentists, and later optometrists—has elevated his business. By understanding their unique financial challenges, aspirations, and professional journeys, Rohit has tailored his services to provide bespoke financial solutions. He outlines the importance of:

• Focusing on a niche to stand out in a crowded market.
• Building trust through deep expertise in the nuances of each group.
• Forming strategic partnerships with key players in each niche, such as accountants, coaches, and brokers.

2. Transitioning into Financial Planning

Rohit’s path from a computer science engineer to a Chartered Financial Planner reveals the importance of self-awareness and finding the right fit. A people person with a knack for listening and understanding unspoken concerns, Rohit realized financial planning could be a more fulfilling career than his initial tech-focused roles. He discusses:

• His early experiences in compliance and banking, which shaped his client-first mindset.
• How leaving a restrictive product-selling environment led him to establish his own client-focused business.
• Lessons learned from overcoming early challenges, such as financial pressures and a partnership that didn’t work out.

3. Building a Business from the Ground Up

Finsbridge started as a one-person operation and has since grown into a thriving team. Rohit discusses how he scaled his business, including:

• Hiring financial planners with complementary skills and niches, such as optometrists and NHS professionals.
• Training and mentoring new advisors to align with the Finsbridge ethos of delivering bespoke, client-first solutions.
• The importance of having a robust operational backbone, managed by his wife and business partner, Lavika, and their operations manager.

4. The Client Journey: From Vision to Execution

Rohit walks through his signature "Finsbridge Master Plan," which maps out a client's life goals and financial needs. From fact-finding to cash flow planning and implementation, he explains how he helps clients navigate their journey with clarity and accountability. Key takeaways include:

• The significance of regular client check-ins for

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This episode dives into:

• Prospecting and Business Development: Charlotte opens up about her early struggles with business development, including the emotional challenges she faced. She emphasizes the importance of persistence, networking, and relationship building.

• Working with Business Owners: As a niche specialist, Charlotte explains her focus on helping business owners grow, extract profits tax-efficiently, and plan their exit strategies. She shares actionable tips for building referral relationships with professionals like accountants.

• Living a Purpose-Led Life: Charlotte highlights how running her own business has enabled her to design a life aligned with her values, including giving back to her community through mentoring and volunteering.

• Transition from Mortgage to Financial Planning: Charlotte details her career evolution, starting at McDonald’s, moving into mortgage advice, and finally finding her passion in financial planning.

• Challenges of Entrepreneurship: She discusses the tough conversations and challenges she faced while transitioning to her own partner practice at St. James’s Place.

If you are inspired by Charlotte's journey and interested in starting a career with St. James’s Place Wealth Management - check out the St. James's Place Financial Adviser Academy and start your career today.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest strength."

Marnel talks candidly about her journey—why she decided to make the leap, the challenges she faced, and how she’s already on track to hit £400k in her first year. Her story is a testament to the power of resilience, adaptability, and the value of building strong client relationships.

💬 "Clients don’t just want technical knowledge; they want someone who understands their lives. That’s where experience comes in."

Key takeaways from this episode include:

• Why it’s never too late to start a new career: Marnel explains how her age became an asset, helping her connect with clients on a deeper level.
• The mindset for rapid success: She shares how focusing on intentional actions, like building trust and delivering exceptional value, made all the difference.
• Turning challenges into opportunities: Marnel reflects on overcoming self-doubt and using her past experiences to build credibility and confidence.

💬 "It’s not about your age—it’s about showing up, being present, and genuinely caring about the people you serve."

Whether you’re considering a career in financial planning or seeking inspiration for your own journey, Marnel’s story proves that success knows no age limits.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Join host Sam Oakes as he and Cholpan delve into how embracing personal heritage and overcoming adversity can dramatically shape your professional path. Cholpan's story isn’t just about overcoming hurdles; it's about transforming them into opportunities to rise and stand out, especially in financial planning.

Learn about her early years in Kyrgyzstan, her adventurous move to the UK, and the challenges of language and cultural assimilation she faced. Discover how she uses the Komuz, a national instrument, at networking events to create lasting impressions and how this unique approach has carved a niche for her in the financial industry. Cholpan’s journey is a powerful reminder of the role of resilience and perseverance in achieving professional recognition and success.

Gain actionable insights on using your uniqueness to captivate and grow a client base, and get inspired by her innovative networking strategies that blend tradition with modern business practices to stand out.

Don’t miss out on more inspiring tales like Cholpan’s—subscribe now! Follow us on LinkedIn for updates and discussions on turning personal trials into professional triumphs. If Cholpan’s story has inspired you, or if you’re looking to make your own unique mark in your career, reach out to us; we’re always looking to spotlight unique journeys in financial planning."

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for her team of 15. Whether it’s becoming a financial adviser, developing a specialist career in paraplanning, or exploring other paths, Louise and Foster Denovo’s career framework have it covered.

🎙 Key Takeaway:
"If you tell me in the interview you want to become a financial adviser, I’ll do everything I can to make it happen. Progression is about honesty, ambition, and having the right support system." - Louise Headifen

We dive into:
✅ Why Louise hires for skills over job titles to build strong, cohesive teams.
✅ Clear pathways for paraplanners to grow, from junior roles to subject matter experts in areas like protection and estate planning.
✅ How Foster Denovo actively supports paraplanners who aspire to transition into financial advice roles.
✅ The power of a growth mindset and how collaboration fuels success.

Whether you’re a paraplanner looking for your next opportunity, a financial adviser exploring new horizons, or someone considering a career in financial planning, this episode offers actionable insights and inspiration.

👉 Tune in now and discover how Louise’s leadership and Foster Denovo’s framework are empowering financial planning professionals to thrive at every stage of their careers.

💬 What’s your career aspiration in financial planning? Let’s discuss in the comments!

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes.

You’ll learn about:

• The origins of West One Loans
• Scaling to billions in lending during the 2008 financial crisis
• The challenges and rewards of mixing friendship with business
• Why belief and confidence are the keys to success
• How TAB is transforming property finance

If you’re curious about entrepreneurship, innovation, or financial services, this episode is packed with value.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Career Journey & Leadership Philosophy
David’s path has taken him from Times Newspapers, where he worked with Rupert Murdoch, to becoming a marketing director at Swiss Life and ultimately the CEO of IFGL, managing over £20 billion in assets under advice. He emphasizes the importance of structured, objective decision-making and maintaining a client-centered approach, saying, “If you care about what you do and people see that, they’ll forgive you quite a lot.”

Key Insights on Team Building
David believes in hiring based on attitude and intelligence, underscoring the need for leaders who can communicate and collaborate effectively. His advice to young professionals is to “choose your boss wisely,” as early mentorship profoundly shapes career growth. He’s built his own team on these values, creating a culture where long-term loyalty and growth are prioritized.

Navigating Private Equity & International Growth
David discusses the challenges and rewards of IFGL’s management buyout from Royal London, highlighting the importance of aligning with investors who share the company’s values and vision. He also explores IFGL’s expansion into new regions and the vital role of technology in delivering efficient, client-focused services. According to David, technology is essential in today’s financial services to ensure seamless service and maintain a competitive edge.

This episode is rich with advice for aspiring leaders in financial services, offering lessons in leadership, adaptability, and strategic growth. David’s practical insights on leadership, team-building, and navigating private equity make this a must-listen for those looking to grow in the financial industry.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

With insights into the mindset shifts required to build a sustainable client base, Nikos talks candidly about the challenges he faced in his early years and the invaluable support he received from Foster Denovo. He emphasizes that "trust takes ages to build but can be gone in an instant," highlighting the importance of strong foundations and client relationships.

Through a structured "Four Pillars" approach to financial planning, Nikos explains how he educates clients on cash flow, asset optimization, protection planning, and investment management. This framework has helped him gain clarity with clients, leading to stronger relationships and long-term trust. He also shares the impact of niching down with specific client types, such as lawyers and shipbrokers, which has allowed him to master industry-specific needs and streamline his services.

Sam and Nikos also discuss the benefits of working within an ecosystem like Foster Denovo, where mentorship, peer accountability, and support for scaling one’s business are readily available. Nikos stresses the importance of having a robust support network, being disciplined, and investing in personal development to maintain mental resilience in a high-pressure industry.

Whether you’re new to financial planning or looking to deepen your expertise, this episode provides actionable insights for growth, both personally and professionally. Nikos’s experience shows that to succeed in financial planning, it's not just about numbers—it's about building strong foundations, finding the right support, and understanding the real value you bring to clients.

If you’re interested in a career with Foster Denovo click here 

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Becky also discusses the future model of Parapool, one that fosters collaboration rather than competition,  offering paraplanners not only jobs on their terms but also career development and networking opportunities. 

She emphasises the importance of ensuring quality work through bid thresholds, protecting paraplanners from undervaluing their services. This creates a sustainable, high-quality marketplace that serves both advisers and paraplanners well, even amidst rising client demands and increasingly restrictive regulations.

Tune in to discover how Parapool is addressing the critical shortage of paraplanners in the profession, and how its gig-based model is reshaping talent management in financial planning - making financial planning more agile, cost-efficient, and collaborative.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Our conversation delves into the importance of collaboration between financial coaches and planners. Alina explains how her coaching sessions prepare clients for significant life changes, ensuring they are “advice-ready” when engaging with planners. This collaborative approach not only enhances the planning process, but also builds trust with clients so they feel more confident and supported in their financial journey. With current research showing that a significant portion of individuals experience anxiety when discussing finances, Alina’s strategies to foster emotional readiness are particularly relevant in today’s climate.

Tune in to gain valuable insights into how financial coaching can streamline the financial planning process and improve client outcomes. There seems to be an ever-growing need for financial professionals to adopt a holistic approach that addresses both emotional and technical aspects of money management. Find out how integrating coaching principles into your practice can lead to deeper client relationships and a more successful financial planning career. 

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Emma highlights the increasing demand for flexible work arrangements, especially as more professionals seek a balance between their personal lives and high-pressure careers. However, Emma makes a critical distinction: flexibility must be paired with meaningful in-office interactions, particularly for those new to the field. Firms need to foster an environment where both experienced professionals and emerging talent can grow. The key takeaway? Companies that fail to offer flexibility risk losing top-tier talent, but those that embrace it, paired with strong onboarding and mentoring systems, will have a competitive edge.

We also delve into often-overlooked but critical issues like menopause and mental health in the workplace. Menopause affects multitudes of women in the workforce, yet few financial planning firms have policies in place to support women during this stage of life. Emma’s advocacy brings attention to the need for real-time mental health resources and open conversations about life events that impact professional performance. Emma’s message is clear: businesses that prioritize well-being—by offering comprehensive mental health policies and menopause support—create not only a more inclusive culture but also a more sustainable one. 

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Ryan shares his journey, revealing how Kate’s hands-on mentorship helped him overcome common hurdles faced by younger advisors, such as age bias and skepticism from clients. He emphasizes how mentorship goes beyond exams and certifications—it’s about learning how to navigate client relationships, build trust, and add value. Kate’s commitment to his development shows how mentorship plays a crucial role in preparing young planners for long-term success.

The guests also touch on the critical role of business development, often overlooked within the financial planning career path, and why mastering this skill is essential for career growth. Kate highlights the importance of succession planning—not just for sustaining the success of the firm but to secure the future of client relationships. 

Tune in to this insightful discussion and learn how these strategies are shaping the future of financial planning, helping their firm grow and thrive across generations.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Terry discusses his pivotal decision to publish the controversial paper "Accounting for Growth," which ultimately cost him his job and made him "unemployable" but opened the door to entrepreneurship. He reflects on the importance of integrity, emphasising the need for honesty in business, but also makes it clear that he is a capitalist who believes in creating both value and profit.

Living in Mauritius and experiencing life as an expat, Terry shares personal stories from managing businesses, including the importance and  challenges of building trust with employees. He compares the leadership styles of running a business and managing investment portfolios, pointing out that most people in finance don't excel in both. Does Terry? 

Throughout the conversation, Terry offers valuable advice to aspiring fund managers, stressing the importance of patience, proper training, and sticking to a disciplined investment approach. 

He also shares his thoughts on top investment sectors, while reflecting on the moments that shaped his career and how starting Fundsmith brought him the most fulfilment.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Listen in as Charley discusses the significant financial considerations of living in Dubai, from high rent and living costs to the unique benefits of a tax-free income. She also sheds light on the lifestyle contrasts between Dubai and the UK, highlighting how the city’s diverse opportunities and sunny weather offer a different kind of quality of life. Beyond the glitz and glamour, Charley emphasizes Dubai’s wellness and family-friendly aspects, demonstrating that the city is more than just a playground for the wealthy.

In addition, Charley reflects on her career ambitions and how Dubai has opened doors for her in the international financial planning arena. She talks about her plans to expand her qualifications to include U.S. certifications and her vision of potentially moving to other global markets in the future. Tune in to discover how Dubai is shaping her career and personal growth, and gain valuable insights into what it means to embark on an international career in financial planning.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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.