Podcast Episodes
Back to SearchOvercoming Limiting Beliefs to become a Financial Planner - Sara Davies
Season 1 Episode 89
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a …
3 years, 9 months ago
Your Sustainable Investment Comfort Zone - Rebecca Kowalski
Season 1 Episode 88
This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial…
3 years, 9 months ago
A jargon busting approach to financial planning – Keith Boyes
Season 1 Episode 87
This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Para…
3 years, 9 months ago
Build trust and you’re good, no matter your age – Nick Adamthwaite
Season 1 Episode 86
This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 ye…
3 years, 9 months ago
Can money buy you happiness? Paul Bradley
Season 1 Episode 85
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, doe…
3 years, 11 months ago
Female Folio, a network supporting women on their investment journey – Claire Barker
Season 1 Episode 84
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s…
3 years, 11 months ago
My first year as a financial planner - Natasha Percy Baxter
Season 1 Episode 83
This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life…
3 years, 11 months ago
Financial Abuse with Michelle Hoskin - Helping you spot the signs
Season 1 Episode 82
This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international…
3 years, 11 months ago
What an operational role within financial planning looks like – Laura Dean
Season 1 Episode 81
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gi…
4 years ago
Why it’s an advantage to be a young financial planner – Dan Martin
Season 1 Episode 80
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive …
4 years ago