Podcast Episodes
Back to SearchFinding The Perfect Niche with Financial Planner Richard Weatherburn
Season 1 Episode 42
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & boote…
5 years, 2 months ago
Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis
Season 1 Episode 41
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional r…
5 years, 2 months ago
Why you shouldn't think like a trainee financial planner, we talk mindset attitude and soft skills
Season 1 Episode 40
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth.
Kay covers his career journey from trainee financial planne…
5 years, 3 months ago
Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward
Season 1 Episode 39
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions.
I really like Martin’s honesty around fi…
5 years, 3 months ago
Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
Season 1 Episode 38
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and …
5 years, 4 months ago
Jessica McGuigan on financial education, and why financial planning is a great career for women.
Season 1 Episode 37
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys.
Jessica left school at 17 and like many school leavers di…
5 years, 4 months ago
Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
Season 1 Episode 36
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about…
5 years, 4 months ago
Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers
Season 1 Episode 35
🚨 Inspiring entry-level episode 🚨
This weeks episode is with Joel Carter from Rathbone Brothers
At 17 years old Joel Carter left the sixth form to pu…
5 years, 4 months ago
How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
Season 1 Episode 34
🚨Inspiring leadership podcast alert 🚨
Todays guest is James Roberts from Partners Wealth Management in the City of London.
James is one of the foun…
5 years, 5 months ago
Building a start up financial planning company during lock down with Gregg Moss
Season 1 Episode 33
The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, …
5 years, 5 months ago