Podcast Episodes
Back to SearchThe 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, 8 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, 8 months ago
Becoming a Financial Planner – Ciaran Ruttledge
Season 1 Episode 59
This week Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam th…
4 years, 9 months ago
Mental health conversations within Financial Planning - Robert Stringer
Season 1 Episode 58
This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and t…
4 years, 10 months ago
Career swap and a fresh start in financial planning - Kate Evans
Season 1 Episode 57
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a …
4 years, 10 months ago
Lena Patel – Being a financial planner from an ethnic minority background
Season 1 Episode 56
This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to …
4 years, 10 months ago
The opportunities for female financial planners - Marie Smith
Season 1 Episode 55
This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her …
4 years, 10 months ago
Learning on the job rather than university - Financial Planner & MD Jasmine Lambert
Season 1 Episode 54
This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that …
4 years, 11 months ago
Being a young Financial Planner in an ageing profession - Tom Hopson
Season 1 Episode 53
This week Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young!…
4 years, 11 months ago
Lead generation for Financial Planners – Nigel Borwell
Season 1 Episode 52
This week Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talk…
4 years, 11 months ago