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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
The Workplace Wellbeing podcast discusses all aspects of employee wellbeing, whether that is financial, mental health or just making work fun. Workplace Wellbeing is often cited as the number 1 growth area in HR and management and it is attracting growing interest from employers and entrepreneurs alike. Many of them are social entrepreneurs but some of them are riding the wave in an attempt to take advantage of the increasing interest in this area; we aim to help you navigate the world of Wo ...
 
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show series
 
In this Episode, Ian talk’s to David Green about how his book “The Age of Wellbeing” and they cover a subject that maybe we should have done as episode 1 of series 1. They talk through some of the basics of wellbeing including how we define it and how we can measure it. It is a wellbeing 101 session that goes through some of the fundamentals of wha…
 
This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and the lack of open and honest conversations within the financial profession. Tragically Robert lost is son, Hector to suicide because he was struggling with his own mental health. Robert was able to turn …
 
David is Head of Finance at Marston’s Plc a UK hospitality firm; during lockdown, he was a key member of their Wellbeing Warriors group who was heavily focused on wellbeing particularly given the number of employees that had been furloughed within the industry. David is also the author of “Fuelled, Fit and Fired Up” a book that discusses the impact…
 
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It …
 
Sara is a qualified accountant, entrepreneur and transformational coach, as well as being a regular contributor to the Entrepreneur Magazine Leadership Network and The Fast Company. Sara partners with organisations to create more emotionally intelligent leaders, who perform at a higher level and take targeted action to support team productivity and…
 
This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people abo…
 
This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current position and we talk about the lack of females in leadership roles within financial planning. It’s predicted that 53% of UK millionaires will be female by 2025. That’s a lot of wealth that wome…
 
Episode 77 – Self-Determination Theory The guys have a great chat about Self-Determination Theory in this episode – don’t worry, whilst the inspiration for this episode is academic, they take the general principles and how you can apply them to financial decisions. With great examples to illustrate the tricky bits and brilliant take-aways you can a…
 
This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that you don’t have to go to university to have a successful career within financial planning, there is huge value in getting work experience and learning on the job instead. Jasmine shares her career journ…
 
This week Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young! Did you know that 58% of financial planners are due to retire within the next 10 years!? This means that young planners like Tom are rare and more will be needed to fill the gap. Tom shares with us th…
 
This week Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talks us through what a good lead generation company actually does, how to find the right lead generation company for you and what questions you should be asking them. We also discuss new legislation which…
 
Episode 76 – Financial Coaching with Catherine Morgan What is financial coaching? How is it different to a financial advice? The guys chat with Catherine Morgan, a financial coach, to discuss the difference. Along with exploring how we can improve our relationship with our finances by addressing 6 anxieties. With a great Bage’s Bias that prompted a…
 
This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial planners who are struggling to connect with like-minded professionals in the local area of Dorset & Hampshire on the South Coast of England. Today Sean tells us why he set up The Foundation, we disc…
 
This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this. Ross highlights the great work that Chesterton House are doing to invest in their staff and e…
 
Rachel is a positive mindset and self-care coach, working with her own clients as well as an associate coach with “We are Wellbeing’. Rachel specialises in helping people establish a positive mindset and achieve growth whilst leading more fulfilling lives. She is also the author of the book “Self-Care for the Seasons.” In this podcast, we discuss t…
 
This week Sam is joined by Graham Taylor, Mortgage adviser and owner of Hudson Rose Ltd. Sam stumbled across Hudson Rose via an Instagram advert and was instantly compelled to learn more due to their stand-out branding. Graham explains to us all that professionalism and looks aren’t necessarily related. Having a Mohican haircut and tattoos helps hi…
 
This week Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in Bristol, Torquay and London. Clemence shares with us exactly what sustainable investing is and how we can all get involved to help make the world a better place. Clemence also shares with us a great exa…
 
Episode 75 – The Financial Wellbeing Audit Join the guys as they explore the the five pillars of financial wellbeing so you can ask the important questions and review your finances via a financial wellbeing audit. Along with Bage’s Behavioural Biases and some classic #tightasstommo tips. Have a listen to find out if you are on the right path. Welco…
 
Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd. Nikki specialises in divorcees, helping women to plan their financial futures. She is able to offer that personal touch because she has lived through this experience herself. This is the key to building trust and rapport w…
 
Guest Host Jake Bates, Employee Wellbeing Specialist at fastP.A.Y.E. In the last episode of series 1, we thought it would be good to hear from our regular host Ian Hogg on a subject that is important to him. With Guest host, Jake Bates Ian looks at a potential revolution in financial wellbeing. In 2020 the University of Edinburgh carried out a surv…
 
Ben runs Thoughtful Leader, a company that aims to “develop leaders that make work better”. Ben is an MBA and certified leadership coach who started off in the IT industry and has been leading teams, programs and projects for over 15 years. Ben believes in a self-fulfilling prophecy in leadership - that the simple act of believing (or not) in someb…
 
Anastasia is the founder of Sunday Sanctuary. I am sure we have all experienced that Sunday evening feeling – it’s the feeling of trepidation before the start of the working week. It isn’t good for us and Anastasia felt strongly enough about removing the feeling that she launched the Sunday Sanctuary. Anastasia believes that our week should be abou…
 
Episode 74 – Interview with Ash Phillips Whilst it is easier than ever to become and entrepreneur, there are still barriers to creating a successful business. The guys chat with special guest Ash Phillips, founder of Dffrnt, and explore how to find the right investors for your vision. With the brilliant Bage’s Biases and #TightAssTommo tips, after …
 
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professional journey with us, why Paraplanning is such a fulfilling career, how we can encourage more people to become Paraplanners and how to avoid the initial barriers if you’re new to the profession. Sasha also…
 
Arlyne is a wellbeing specialist at giffgaff which is a UK mobile phone provider. She also has a side hustle called Roots to Froots which is a financial wellbeing business. Arlyne, found her way into wellbeing accidentally and I imagine that is not an unusual path to follow. In this episode Ian and Arlyne discuss: - How Arlyne ended up helping peop…
 
This week we are joined by Chris Ball, Managing Partner at Hoxton Capital Management, based in the UAE. Chris shares his career journey with us. He left school at 18 and despite success as a tax adviser, he dropped it all at age 24 to go and work in the UAE as a financial adviser. From humble beginnings (sleeping on a blow-up mattress!) Chris worke…
 
Caterina is the founder of coaching company, “The Leaderpath” and an ex-Googler. Her book “Hold Successful Meetings” has recently been published by Penguin books. She is in Forbes Coaches Council and coaches for INSEAD business school. As well as being an experienced coach Caterina has researched the subject of meetings extensively for her book and…
 
This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this week is James Wallis, owner of Aristotle Financial Planning. James starting his own business during a COVID-19 lockdown and today he shares his journey from an employed financial planner to busi…
 
Daniel Edds, is an experienced management consultant and is the author of “The Genetics of Leadership, cracking the code of sustainable team performance” We have now done 20 episodes of this Podcast and yet we haven’t discussed the subject of leadership. This obviously has a big impact on the wellbeing of employees, bad leadership can lead to stres…
 
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking in the UK to Dubai, where he is now a co-founder & executive director of AHR Private Wealth. Tyla decided against university and started his financial career from a young age. This may seem daunting f…
 
🚨Calling all Financial Planning business owners 🚨 Are you aware of just how much you can save on outsourced training costs when using the #financialplanning apprenticeship levy to train up new hires AND existing Staff? For this bonus episode, we are joined by Carolyn Blunt of Davies Learning Solutions, an outsourced apprenticeship provider to the f…
 
Sue Jauncey, a Founder and Director of Appellon. Sue is a Registered Psychologist with a forensic background who began her career working across the Australian prison system. Her journey has taken her to the launch of Appellon in 2019. Appellon, describes itself as the world’s first Software as a service Culture Tech platform. Sue has recently publ…
 
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down…
 
Ian is joined by Gracious Musariri, a trained Mental Health Nurse who has recently been a member of the NHS team working to develop a wellbeing program that aims to improve the experience of people at work and build resilience amongst NHS workers. Gracious has now launched Empylo, a consultancy that aims to help employers improve the mental wellbei…
 
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional rugby player. Although I don’t know much about rugby, I find his transition from professional sport into the financial industry really interesting. Davey tells us about his journey, shares with us how h…
 
Hannes and Hoda are the founders of Breathing.AI which uses machine learning whilst you are looking at your PC screen to elevate your mood, health, and optimize your performance. Our podcast has already looked at lots of tech offerings, this one could help us get over a year of being Zoomed out. In this episode, Ian, Hoda and Hannes discuss: - Scre…
 
Episode 73 – Don’t Be A Creep As we earn more income, we spend more money. Is that inevitable? Maybe not . . the guys take a practical look at how we can all avoid lifestyle creep. Along with Bage’s Biases and #tightasstommo money saving tips, come and have a listen to find out how you can find financial wellbeing. Welcomes and Introductions Not ce…
 
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients t…
 
Ian speaks to Carolyn Illman who is a Behavioural Interview Question Specialist and a Hiring Coach and the Owner of Hire Possibilities. Carolyn believes that the hiring process is the key to a happy workplace and helps companies improve how they hire. If we recruit people who don’t fit in or can’t do the role either they or us are going to go throu…
 
Simon is the founder of rethink productivity and also the host of the excellent productivity podcast. He has years of experience in helping retailers and other organisations make their teams as productive as possible. In this episode Ian and Simon discuss Leyton Orient’s current form The impact of productivity on wellbeing What steps an employer ca…
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
Danny Clarke is the founder of Simply People, a community that aims to improve the physical and mental wellbeing of employees in the workplace. At its core Simply People is a community of Occupational Health professionals. Danny has been an occupational health professional for over 15 years and brings a wealth of experience to the subject. In this …
 
Episode 72 – Financial Psychology with Anne Abbenes Why does talking about money cause such anxiety? Special guest Anne Abbenes takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage’s Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of ta…
 
Sheila is a director of BMR Health and wellbeing, a company that supports business Leaders to develop systemic mental health programmes that have a measurable return on investment. In previous editions we have discussed therapy, software apps and strategies to support mental health. In this episode, Ian and Sheila discuss how a management system ca…
 
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning. Chanelle is not out to man bash, she is hugely appreciative…
 
Dr Marcus Fila is a professor of Management at Hope College, Michigan and a researcher in Stress at work. He also helps companies understand the impact or stress in the Workplace through his company https://www.easeworkstress.com/. Dr Fila believes that stress is the biggest contributing factor to staff leaving, in this edition of our podcast Ian a…
 
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not have a clue what she wanted to do with her life, she worked in bars and restaurants for several years and at 19 became a Mum. Needing a job that offered security she landed a 6-week contract in …
 
On-Demand Pay is the sector of fintech that fastP.A.Y.E operates in. In this episode, Ian is joined by two colleagues from fastP.A.Y.E; Ben Smith who is head of product and who has driven the development of fastP.A.Y.E since its inception 2 years ago and Jake Bates who is an Employee Wellbeing Specialist who helps educate customers about fastP.A.Y.…
 
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of asse…
 
Stuart Mace, is an Ambassador at The Circle Line, a mental wellbeing company that offers affordable solutions to individuals and to corporate clients through psychology and talking therapies. We discuss the role of therapy in the workplace and how it forms part of a well considered employee wellbeing strategy but also cover the stresses of modern t…
 
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