Podcast Episodes
Back to SearchThriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from H…
1 year, 8 months ago
From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company ,…
1 year, 8 months ago
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Mana…
1 year, 8 months ago
The Transformative Journey of a Young Financial Planner - Dylan Ellis
Trigger Warning - We discuss Suicide and Addiction.
Hosted by: Sam Oakes
Guest: Dylan Ellis, Financial Planner at St James's Place
Episode Overview: I…
1 year, 9 months ago
Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf
Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) mi…
1 year, 9 months ago
Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes
Season 1
And another top hire for Hoxton Capital Managment in the UK!
Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian …
1 year, 9 months ago
Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo
Want to know the secrets to successful recruitment in the financial planning profession?
Our special guest, Helena Bogdanovski from Foster Denovo tod…
1 year, 9 months ago
Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes
Season 1
Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of in…
1 year, 9 months ago
Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton
Season 1 Episode 195
Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Managem…
1 year, 9 months ago
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
Season 1
Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. …
1 year, 9 months ago