Podcast Episodes
Back to SearchThe Foundation - Supporting Young Financial Planners Through Community
Season 1 Episode 51
This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financi…
5 years ago
The Importance of a Valued Workforce in the Financial Profession - Ross Mackie
Season 1 Episode 50
This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover R…
5 years ago
Standing Out From The Crowd, with Mortgage Adviser Graham Taylor
Season 1 Episode 49
This week Sam is joined by Graham Taylor, Mortgage adviser and owner of Hudson Rose Ltd. Sam stumbled across Hudson Rose via an Instagram advert and …
5 years ago
What is Sustainable Investing? - Clemence Chatelin
Season 1 Episode 48
This week Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in B…
5 years ago
Building Client Trust with Divorce Financial Specialist Nikki Pipping
Season 1 Episode 47
Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd.
Nikki specialises in…
5 years, 1 month ago
The Importance of Paraplanners – Sasha Wakefield
Season 1 Episode 46
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield.
Sasha shares her professional…
5 years, 1 month ago
Success as a Financial Planner in the Offshore Market – Chris Ball
Season 1 Episode 45
This week we are joined by Chris Ball, Managing Partner at Hoxton Capital Management, based in the UAE.
Chris shares his career journey with us. He l…
5 years, 2 months ago
Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
Season 1 Episode 44
This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining he…
5 years, 2 months ago
The Truth About Being a Financial Professional in Dubai, with Tyla Phillips
Season 1 Episode 43
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking…
5 years, 2 months ago
Using Apprenticeships to Grow Your Financial Planning Business, Save Money and Help The Next Generation of Financial Planners, with Carolyn Blunt
🚨Calling all Financial Planning business owners 🚨
Are you aware of just how much you can save on outsourced training costs when using the #financialpl…
5 years, 2 months ago