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PODCAST

Inside Wealth

Tom Spencer, Founder - Finden Advisory

The purpose of the Inside Wealth podcast is to provide our listeners with an insight into the mind and makeup of the most successful Leaders, Disruptors, Entrepreneurs and Relationship Managers in the market. By holding conversations with a diverse range of guests, we hope that our listeners will come away with new concepts and ideas which they can implement into their own professional lives. This cover topics such as leadership, personal well-being, time management skills, influencing skills,

business

All Episodes

01:01:14

Reframing Insight: Building a Global Wealth...

Inside Wealth ·

2025/05/29

What happens when you spot a billion-pound gap no one else sees?Today host Thomas Spencer sits down with Sebastian Dovey, the insight pioneer who built and sold Scorpio Partnership. In this episode they talk about building a global consultancy, transforming the wealth sector, and why understanding clients is still the biggest competitive advantage.In this episode, Seb shares:What it was like growing up across 11 schools and 8 countries by age 12How a 2cm newspaper ad led him to a reporting job in

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01:09:08

Exploring Neurodiverse Leadership in Wealth...

Inside Wealth ·

2025/05/14

Get an inside-look at the benefits of neurodiverse leadership in the financial sector in this conversation between your host, Thomas Spencer, and Douglas Boyle, the CEO of Halo Financial. During the episode, Doug shared his story of adapting to his ADHD diagnosis and shaping his career to suit the way he works, playing to the different strengths that his neurodiversity gives him. He emphasised the benefits of taking on a leadership position at a young age, despite not going through the traditional

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00:59:15

Data, Connectivity and Collaboration - Episode 54 -...

Inside Wealth ·

2025/04/30

Nicky Sevel isn’t your typical founder.After growing up in Perth, backpacking across Eastern Europe at 20, and building a career across two continents, she saw what others overlooked: the advice industry isn’t held back by bad intent — it’s held back by disjointed systems and unreliable data.In this episode, Nicky talks about betting on herself, facing down rejections, and why founding Woven Advice meant tuning out the noise and building something the industry didn’t realise it needed.If you’ve ever

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01:13:12

The Value of IT Solutions in Wealth Management -...

Inside Wealth ·

2025/04/16

Join your host, Thomas Spencer, and David Davies, the Founder of Navos Technologies, as they unpack David’s journey from a Liverpool public school to a board position at Hargreaves Lansdown. David also shares his stories of founding Navos Technologies and helping to establish a technology hub in Warsaw, Poland. Throughout the episode, David provides us with a wealth of insights from a career in IT and the wealth management industry. He highlights the importance of communication and trust within

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01:14:17

From Sandhurst to Financial Services CEO - Episode 52...

Inside Wealth ·

2025/04/02

Discover the impact that starting your career in the army can have on your future leadership capabilities in this compelling conversation with your host, Thomas Spencer, and Jonathan Polin, the CEO of atomos. In this episode, Jonathan shares the lessons he has taken from his days in the army and how he applies them to his current role as atomos’s CEO. He delves into topics like gut decisions, communicating strategy, and crisis management, and explores how they both apply to the battlefield and the

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01:05:21

The importance of Listening in Leadership - Episode...

Inside Wealth ·

2025/03/05

Find out how a company culture can affect its outcomes in this conversation between your host, Thomas Spencer, and Tracey Davidson, the CEO Hampden & Co Bank. Tracey shares what drew her to Hampden & Co, citing their empowering outlook on employee autonomy and customer-centric operations as two of the deciding factors. She goes on to talk about how you can know what the best decision is for your company at any given time as a CEO. Her response to differing levels of subject matter expertise

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01:17:39

DE&I Doesn’t Need to Be a Competitive Sport - Episode...

Inside Wealth ·

2025/02/19

Michele shares her story of growing up in a large family, including the role that older siblings have in supporting their younger counterparts, and the different value that she gets from growing up in such a tight-knit group. She also explains the impact that her background had on her education and career, before advocating for increased DE&I initiatives to help people from a wider range of circumstances enter the wealth management industry. This episode is full of lessons about social mobility

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01:09:02

Transition from COO to CEO - Episode 49 - Nick Raine

Inside Wealth ·

2025/02/08

This week, your host, Thomas Spencer, was joined by Nick Raine, the CEO of Söderberg & Partners, to talk about the company’s UK platform, including the team he’s built to run it and the technology they use. In this episode, Nick also discusses his background in business and finance, covering his education and early career before touching on the leadership training that has led to his current position. He also shares his experiences of working in multinational teams, covering everything from

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01:20:36

The Value of Goal Setting - Episode 48 - Nneka Orji

Inside Wealth ·

2025/01/22

Join your host, Thomas Spencer, and Nneka Orji, the Senior Director of Alvarez & Marsal, for a fascinating conversation about goal setting and its role in the wealth management industry. Nneka has a fascinating history, featuring a multicultural childhood and an unusual career path, which has given her some unique and engaging perspectives which she shares throughout this episode. She also talks about the importance of communication, both among wealth management teams and with your

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00:46:25

How AI Can Transform Your Back-Office Systems -...

Inside Wealth ·

2025/01/08

Unpack the impact of AI solutions within the wealth management industry in this conversation between your host, Thomas Spencer, and Amal Jolly, the Founder and CEO of Saturn AI. Amal started the episode by sharing his unique journey through the Indian navy and into the financial sector, driven by a desire for financial stability and a love of innovation. He also spoke about the observations that inspired him to create Saturn AI, and how solving a problem in the sector has been both rewarding

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01:08:51

Navigating Transitions in Wealth Management - Episode...

Inside Wealth ·

2024/12/27

Join your host, Thomas Spencer, and Ben Hampton, the CEO of Wealth Wizards, as they discuss how to navigate transitions in the wealth management sector. Ben shares his career story, emphasising the importance of curiosity as he moved between companies and roles. He also shares his motivation behind moving from Standard Life to Wealth Wizards, as he pursues a different standard of service. He also talks about the regulatory changes that are set to impact the industry in 2025 and beyond. Throughout

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01:01:54

Democratising Lombard Lending - Episode 45 - David...

Inside Wealth ·

2024/12/11

David Newman, the CEO of Firenze, and your host, Thomas Spencer, sat down to unpick the learnings from a two time founder and active angel investor. David shared his story of transitioning from a corporate, client-facing role in private banking to his current position as the Founder of a SaaS solving a proposition challenge for non-bank wealth managers. During this episode, David explained how Lombard lending could change how investors and wealth managers operate within the financial sector,

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00:52:40

Building a Sustainable Future in Wealth Management -...

Inside Wealth ·

2024/10/16

Discover the importance of a long-term vision and sustainable business practices in this fascinating conversation between your host, Thomas Spencer, and Linda Wallace, a Chief Executive at Wesleyan Financial Services. Linda shared her experiences as a woman in the wealth management industry, including the challenges she faced while juggling a young family and progressing in her career. She touched on the value of having a supportive partner during that time and shared her advice for other women

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01:03:08

Innovation & Entrepreneurship - Episode 43 - James...

Inside Wealth ·

2024/10/02

Tune in to this episode for a fascinating conversation between your host, Thomas Spencer, and James Priday, the CEO of P1 Investment Services, about James’s entrepreneurial journey. James has recently been awarded the Schroders UK Platform Awards’ Leading Innovation Award, and throughout this episode, it becomes evident that the award is well-deserved. With service-led development and an optimistic outlook, James is set to innovate even more in the future. Throughout the conversation, James

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01:18:48

The CEO’s Dilemma - Episode 42 - Martin Jennings

Inside Wealth ·

2024/09/18

In this episode, Thomas Spencer sits down with Martin Jennings, the CEO of Parmenion, to uncover the insights behind his remarkable career. Martin’s story is both inspiring and relatable. He reveals how his upbringing in a large family and his passion for rugby shaped his approach to leadership and business. He also shares how teamwork, compromise, and a solid work ethic have been crucial to his success. In this conversation, Martin goes into the complexities of the CEO's role and touches

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01:07:24

Building a Network To Progress - Episode 41 - Richard...

Inside Wealth ·

2024/09/04

Learn about the importance of networking and personal branding in this compelling episode. Join your host, Thomas Spencer, and his guest, Richard Caldicott, the Financial Advice & Guidance Director at Hargreaves Lansdown, as they delve into Richard’s fascinating journey from retail to wealth management, where he was part of the UK’s first hybrid advice business. You can hear about Richard’s experiences of impostor syndrome, as well as his advice for managing its impact on your career and

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01:07:47

Essential Capabilities for Modern Executives –...

Inside Wealth ·

2024/08/21

In this episode, you can explore the personal and professional history of John Porteous, the Managing Director & Chief Client Officer of Charles Stanley, with your host, Thomas Spencer, including John’s experiences of becoming the Chairman at SoFA at 30 years old. Learn more about the importance of active listening, preparation, and commercial understanding as you move towards or develop your career as a board member. You can also hear more about the challenges surrounding governance in

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01:03:49

Curiosity & Storytelling: A Unique Approach to...

Inside Wealth ·

2024/08/07

How can your hobbies as a teenager influence your career? Find out by listening to this conversation between Thomas Spencer and Nick Eatock as they discuss Nick’s journey from coding computer games to becoming the Founder and CEO at intelliflo. During this episode, Nick attributes his successful career growth to a curious mindset, and explains how you can nurture a similar outlook throughout your own life. This conversation also highlights the importance of storytelling and passion as

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01:12:17

From Cashier to Group Chief of Staff in a FTSE 100...

Inside Wealth ·

2024/07/24

Have you ever wondered how someone moves from a Tesco checkout to Chief of Staff at a FTSE company?Find out in this episode, where Thomas Spencer was joined by Ella Hugh, a Former Director of Proposition & Marketing, who shared her remarkable journey and the qualities that have fuelled her success. Ella's story began in a humble background in Manchester, where she defied the odds through sheer determination and a relentless desire to grow. It's a resonant testament to the power of

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01:06:55

Driving Betterment in Wealth Management- Episode 37 -...

Inside Wealth ·

2024/07/10

Welcome back to the Executives in Wealth Management podcast.In this episode, Thomas Spencer talks with Caroline Hawkesley, UK Managing Director of Progeny. Caroline shares her story of growing up with an entrepreneurial grandfather, starting her own business, and eventually joining Progeny. She highlights the importance of culture and values in business success and the unique challenges smaller firms face. Caroline also opens up about the emotional aspects of selling a business and the impact on

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