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PODCAST

Financial Planner Life Podcast

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 profession.Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! 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

business careers

All Episodes

44:32

Inside Titan Wealth: James Kaberry & Andrew Fearon on...

Financial Planner Life Podcast ·

2026/04/09

Consolidation is rapidly reshaping the financial planning profession. But what’s really driving it? And what does it actually mean for advisers, firm owners, and the future of advice businesses? In this episode of Financial Planner Life, Sam Oakes sits down with James Kaberry and Andrew Fearon, co-founders of Titan Wealth, to unpack the reality behind consolidation, private equity, and the structural changes happening across the industry. Drawing on their experience building one of the UK’s f...

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37:20

Building a Financial Planning Career in Public:...

Financial Planner Life Podcast ·

2026/04/02

What happens when you realise your relationship with money needs to change, and it ends up changing your entire life? In this episode of Financial Planner Life, Sam Oakes speaks with Hannah Wooldridge about her journey from living with £10,000 of debt without concern to becoming debt-free and pursuing a career in financial planning. Hannah shares the moment that shifted her perspective, how she paid off her debt within a year, and why that experience sparked a deeper curiosity about saving, i...

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48:48

From Rugby Player to Financial Adviser: How Titan...

Financial Planner Life Podcast ·

2026/03/26

What happens when a professional athlete’s career comes to an end… and what comes next? In this episode of Financial Planner Life, Sam Oakes sits down with Ethan Waller, a former professional rugby player turned financial planner at Titan Wealth, to explore the reality of transitioning out of sport and into a new career. Ethan shares his personal journey from a 14-year rugby career into financial planning, opening up about the emotional challenges that come with losing identity, s...

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62:44

Employed Financial Planner Academy - The Openwork &...

Financial Planner Life Podcast ·

2026/03/19

In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how advisers are really being developed in today’s profession and what it takes to build an academy that works at scale without losing quality. Helen and David bring a long-standing working relationship into the conversation. Having partnered on previous academies, they share how that experience shaped the decision for Openwork to work with ...

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50:02

A Financial Adviser Built AI That Replaced His Job...

Financial Planner Life Podcast ·

2026/03/13

How can financial advisers use AI to grow their business without hiring more staff? Book Free Demo of Wealth Space - Here In this episode of Financial Planner Life, Sam Oakes sits down with Max Anderson, former financial planner and founder of Wealth Space, to explore how artificial intelligence is transforming the day-to-day reality of running an advice firm. Max built Wealth Space after experiencing the same challenge most advisers face today: capacity. Advice firms are not short of demand....

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59:54

Investment Banker to Self Employed IFA - Caroline...

Financial Planner Life Podcast ·

2026/03/05

In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche Bank to becoming a self-employed IFA and financial planner. Just two years into her financial planning career, Caroline has built £14 million assets under management, while balancing family life and designing a career with genuine flexibility. Caroline shares her full journey from investment banking to financial planning, including how she...

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56:59

Building An International Financial Advice Powerhouse...

Financial Planner Life Podcast ·

2026/02/19

The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities International Financial Planning is evolving and Titan Wealth International is helping shape what comes next. In this episode of Financial Planner Life, Sam Oakes sits down with Tyla Phillips and William Burrows, now part of the senior leadership team at Titan Wealth International, to explore their journey from starting at the bottom in Dubai to becoming lea...

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40:21

How A Paraplanner Became A Financial Planner At Titan...

Financial Planner Life Podcast ·

2026/02/05

Thinking about a career change into financial planning? How do you become a financial adviser if you’re changing careers? In this episode of The Financial Planner Life Podcast with Titan Wealth, Azela explains the fastest practical route into the profession after moving from engineering into financial advice. Should you start as a paraplanner before becoming a financial adviser? Azela breaks down why paraplanning builds technical knowledge, client meeting experience, and confidence — making...

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47:38

Redmill Advance: Raising Standards in Financial...

Financial Planner Life Podcast ·

2026/01/23

In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advance, our official training and development sponsor for 2026. David shares the inspiring growth journey of Redmill Advance and how they are transforming training and development in the financial planning profession through accessible qualifications, CPD, and behavioural support. From self-study learners to large-scale corporate academies, David explains how...

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44:56

42-Year Legacy, Startup Energy: Reinventing a Family...

Financial Planner Life Podcast ·

2026/01/14

This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick, co-owner of MLP Wealth Management, a financial planning firm based on the high street in Surrey with a powerful story: a 42-year legacy that's now being run with the mindset and energy of a startup. Sean and his brother have taken the reins from their father, infusing the business with a culture built on innovation, career development, and deep local community ties. From installing a defibrillator on their offic...

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45:31

How A Career Pivot At 45 Built A Purpose-Led...

Financial Planner Life Podcast ·

2026/01/08

In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment. 🔥 Key Takeaways: A Non-Traditional Start: Heather began her career in retail and ran a furniture

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51:06

From 17 Clients to £500M+ AUM: How Marc Norris Built...

Financial Planner Life Podcast ·

2025/12/17

Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management. Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, wi...

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57:14

How A 20% Pay Cut Became A Career Breakthrough In...

Financial Planner Life Podcast ·

2025/12/11

In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay cut for growth as a trainee Financial Planner, and ultimately choosing a role that lets him help build a business rather than just sustain one. Neil shares: How his early roles in banking taught him core skills (customer service, fact‑finding, rel...

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56:17

Life as a Hyper Local Female Financial Planner in...

Financial Planner Life Podcast ·

2025/11/26

In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford. We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentorship. Tammy shares her 20-year journey in financial services and why creating a flexible, values-led business was essential for her success and her...

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45:02

How to Build a Referral-Driven Financial Planning...

Financial Planner Life Podcast ·

2025/11/19

This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Rosie shares her inspiring 26-year journey from her early days in bank management, through corporate employee benefits, to becoming a highly respected private client planner. Rosie talks candidly about how growing up in a household where money was tight shaped her relationship with finances and fuelled her passion for planning. She opens up about t...

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36:31

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

Financial Planner Life Podcast ·

2025/11/12

This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch. After 22 years working in a building society, James made the leap into self-employment. With no client book and no lead funnel, he turned to his local community for opportunity. His strategy? Show up in person, build trust and off...

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46:41

From the Trading Floor To Financial Planner with £70...

Financial Planner Life Podcast ·

2025/11/07

In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan. Kanishk opens up about growing up in a small to...

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55:50

Active vs Passive investing: A Pointless Debate for...

Financial Planner Life Podcast ·

2025/10/29

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 controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...

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38:27

From JP Morgan to £150M AUM: - Building a...

Financial Planner Life Podcast ·

2025/10/08

Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs. In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM without relying on social media or paid marketing. Instead, she focused on referrals and long-term, values-led growth. You’ll learn: How to transitio...

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34:32

Can 105 Financial Advisers Be Wrong? Find Out!

Financial Planner Life Podcast ·

2025/10/03

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 Financial Planner Life Podcast, where we explore what it really takes to build a meaningful and rewarding career in financial planning. This week, host Sam Oakes speaks with Sam Wallis, Managing Director of New Leaf Distribution, to unpack how this IFA network is giving self-employed advisers true branding freedom, community support,...

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271 results

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