Podcast Episodes

How to Build a Referral-Driven Financial Planning Business with Rosie Hooper

This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Ro…

6 months ago

He Built 40 Clients in a Library. Now He Manages £58M AUM

This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career jo…

6 months, 1 week ago

From the Trading Floor To Financial Planner with £70 Million AUM

In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP…

6 months, 2 weeks ago

Active vs Passive investing: A Pointless Debate for Financial Planners?

In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controv…

6 months, 3 weeks ago

From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice

Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice pr…

7 months, 1 week ago

Can 105 Financial Advisers Be Wrong? Find Out!

Is This the Best IFA Network? 

Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: 

reach out to new leaf - click here 

Welcome back to the Financ…

7 months, 2 weeks ago

Working 3 Days a Week as a Financial Planner and Thriving!

In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explor…

7 months, 3 weeks ago

Career Tips From Successful Financial Planners Part 1 - Golf Day

🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor
Real Golf. Real Financial Planners, Real Finanical Planning Career advice.

Wat…

8 months, 1 week ago

Career Tips From Successful Financial Planners Part 2 - Golf Day

Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand.

You can watch this e…

8 months, 1 week ago

How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!

How do you pass the CII RO exams and achieve the DipPFS?

 In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Rel…

8 months, 2 weeks ago