Podcast Episodes
Back to SearchEducating the next generation through the Personal Finance Society - Robert Boland
Season 1 Episode 69
This week Sam is joined by Robert Boland, Chartered Financial Planner for Cotswold Independent Financial Services. Robert is also an education outrea…
4 years, 3 months ago
Helping you to pass your R0 exams - Shannon Fox
Season 1 Episode 68
This week Sam is joined by Shannon Fox, education and training coordinator at Lowes Financial Management. Whilst going through her own financial plan…
4 years, 3 months ago
Lisa Tipton – Paraplanner turned business owner
Season 1 Episode 67
Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at N…
4 years, 4 months ago
Lee Flanagan, homelessness to business owner
Season 1 Episode 66
This week Ali is joined by Lee Flanagan, owner of Bespoke Financial Group. Lee (very honestly) shares his inspiring journey from footballer, to homel…
4 years, 5 months ago
Mental Health Engagement with Nick Elston
Season 1 Episode 65
This week Sam is joined by Nick Elston to talk about mental health engagement. Nick is a high-profile inspirational speaker on mental health and pers…
4 years, 5 months ago
The Future of Financial Planning - Anthony Villis
Season 1 Episode 64
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he inves…
4 years, 5 months ago
Financial Wellbeing with Leigh Dunkley
Season 1 Episode 63
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly s…
4 years, 5 months ago
How to Teach our Children About Money with Will Rainey
Season 1 Episode 62
This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate i…
4 years, 6 months ago
The Paraplanner Club - Sian Davies Cole
Season 1 Episode 61
This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is …
4 years, 6 months ago
A career in mortgages and being your own boss - Jon Stones
Season 1 Episode 60
This week we have a new host! Ali Topan will be hosting episodes on the Financial Planner Life podcast focused on mortgage careers. Ali is joined by …
4 years, 6 months ago