Podcast Episodes
Back to SearchFrom Restricted Adviser to Independent Financial Planner
Season 1 Episode 137
Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a re…
2 years, 11 months ago
Insights from the Experts - Sustainable Financial Planning
Season 1 Episode 136
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services!
W…
2 years, 11 months ago
Paraplanner to Financial Adviser – No need to wait!
Season 1 Episode 135
This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone nav…
2 years, 11 months ago
POV of a Financial Planning Company Director
Season 1 Episode 134
This week on the Financial Planner Life podcast our guest is Karl Pemberton, Chartered Financial Planner and Director of Active Chartered Financial P…
3 years ago
Build Better Relationships in Financial Planning
Season 1 Episode 133
Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wea…
3 years ago
Tools for Quick Success When Running Your Financial Planning Business
Season 1 Episode 132
This week on the Financial Planner Life Podcast we speak with Tom Ham, Founder and Director of Calton Wealth Management, a Financial Planning firm th…
3 years ago
Chartered Financial Planner & Company Director at 24
Season 1 Episode 131
We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance De…
3 years ago
Building Career Confidence in Financial Planning
Season 1 Episode 130
Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Advi…
3 years, 1 month ago
New Business Opportunities In Corporate Financial Advice
Season 1 Episode 129
This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engag…
3 years, 1 month ago
Inclusivity and Diversity in Financial Planning
Season 1 Episode 128
Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to co…
3 years, 1 month ago