Podcast Episodes
Back to SearchJonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
Season 1 Episode 9
This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.
Jonathon is a prime example of how ambition, hard…
5 years, 10 months ago
Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
Season 1 Episode 8
This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, complian…
5 years, 10 months ago
Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
Season 1 Episode 7
Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods.
Full…
5 years, 11 months ago
Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
Season 1 Episode 6
In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterd…
5 years, 11 months ago
Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
Season 1 Episode 5
My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning.
Makala Green dropped o…
6 years ago
James Prince - the realities of making it as an International financial planner in Abu Dhabi
Season 1 Episode 4
On Episode 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management.
James is a multiple business owner, certifi…
6 years ago
Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
Season 1 Episode 3
I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week.
We discussed a range of to…
6 years, 1 month ago
Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
Season 1 Episode 2
This week I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed hi…
6 years, 1 month ago
Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards!
Season 1 Episode 1
This week I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management.
After initially starting her career …
6 years, 2 months ago