Podcast Episodes
Back to SearchSarah Tucker - 'The Mortgage Mum' setting up her own brokerage and inspiring female mortgage advisers
Season 1 Episode 21
This week’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum!
Sarah has a fantastic career story to tell that involv…
5 years, 8 months ago
Taylor Beavis on LGBTQ+ Financial Planning & running a business with purpose, and why he went self employed / DA
Season 1 Episode 20
on episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice.
Taylor is quite unique. …
5 years, 9 months ago
Michael Donkor - From Stockbroker to Financial Planner & Personal branding on Social Media
Season 1 Episode 19
On this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor.
Michael started his financial …
5 years, 9 months ago
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
Season 1 Episode 18
This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited.
Phillip's early career started in Bancassuranc…
5 years, 9 months ago
Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO
Season 1 Episode 17
This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning.
Jes…
5 years, 10 months ago
Robert Lewis - the realities of building a directly authorised IFA
Season 1 Episode 16
On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from start…
5 years, 10 months ago
Anthony Rowe - From professional basketball to a career in Finanical Planning.
Episode 15 of the financial planner life podcast with Sam Oakes.
This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe…
5 years, 11 months ago
Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.
Episode 14 of the Financial Planner Life Podcast with Sam Oakes
My dad once said to me (after a skinful of cider & in front of all my mates)…
“Sam,
yo…
5 years, 11 months ago
Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners
Season 1 Episode 13
On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact i…
5 years, 11 months ago
Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
Season 1 Episode 12
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12
This week’s guest is Catherine Morgan who is a multi-award-…
5 years, 11 months ago