Podcast Episodes
Back to SearchGraduate to Chartered Fellow, Emma Halls Financial Planning Journey
Season 1 Episode 102
This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3.
In this episode, we hear about Emma’s career journey wit…
3 years, 9 months ago
The client is the hero of this journey, the financial planner is the guide – Carl Richards
Season 1 Episode 99
This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Ri…
3 years, 9 months ago
Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe
Season 1 Episode 100
*World Mental Health Awareness Day Special *
This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitness charity…
3 years, 9 months ago
"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon
Season 1 Episode 98
This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his s…
3 years, 9 months ago
Create Your Own Mould - Joseph Obeng
Season 1 Episode 96
This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the fin…
3 years, 9 months ago
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
Season 1 Episode 97
Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there …
3 years, 9 months ago
Investing towards a more sustainable world - Tom Jaffrey
Season 1 Episode 95
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evoluti…
3 years, 10 months ago
Financial wellbeing planner and avid gamer – Kris Mason
Season 1 Episode 94
This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellb…
3 years, 10 months ago
Clark's Financial Sparks – Bryce Clark
Season 1 Episode 93
This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator…
3 years, 10 months ago
The M&G Wealth Financial Adviser Academy - Tom Hegarty
Season 1 Episode 92
The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities to you, s…
3 years, 10 months ago