Podcast Episodes
Back to SearchImpact and Ethical investment focused Financial Planning career with David Macdonald of The Path
Season 1 Episode 32
“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their lo…
5 years, 5 months ago
A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career
Season 1 Episode 31
As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to inc…
5 years, 6 months ago
Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners
Season 1 Episode 30
It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the g…
5 years, 6 months ago
Luiza Todd - How to Pass you Cii Diploma in Financial Planning first time with Bespoke Training Solutions
This week's guest on the financial planner life podcast is that Fabulous ( with a capital Fuh) Luiza Todd of Bespoke training solutions!
It’s fair to…
5 years, 7 months ago
Benjamin Beck - from the army to financial planning and mentoring the next generation of financial planners.
Season 1 Episode 28
This week's guest on the financial planner life podcast is wealth adviser Benjamin Beck from Nigel Grice and associates.
Born and raised in Norway, Be…
5 years, 7 months ago
Hanna Hunt - is IFA Administration & Paraplanning the best career route to becoming a Financial Planner?
Season 1 Episode 27
Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanne…
5 years, 7 months ago
Training and development with Natalie Bell from The Art of Finance
Season 1 Episode 25
Is there an art to delivering training within financial planning?
Natalie Bell from the Art of finance definitely believes so.
This weeks guest on t…
5 years, 7 months ago
Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
Episode 24
“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 …
5 years, 8 months ago
Kris Amliwala - The benefits of being a younger Financial Planner
Season 1 Episode 23
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management.
Kris fell into the profession; he graduated…
5 years, 8 months ago
Peter Komolafe - Financial Planning vs Financial Coaching, Whats the Difference?
Season 1 Episode 22
“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting”
This week’s g…
5 years, 8 months ago