Join us for expert interviews, engaging panel discussions, and recruitment insights. Listeners can expect to gain a deeper understanding of market trends, hear real-life success stories, and get practical advice on navigating the job market.
"Offering a unique and dynamic platform for professionals in the financial services industry, our podcast aims to foster meaningful conversations, share valuable knowledge, and create opportunities for personal and professional growth in the ever-evolving financial services sector." - James Walker, Managing Director | BWD.
BWD: In The Know, podcast de BWD - Statistiques, épisodes et classements - My Podcast Data
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In episode 59 of BWD In The Know, James Walker welcomes financial planner Anthony Flynn back for a second conversation, one that moves beyond the technical side of financial advice and into something far more personal.
After exploring identity in their first discussion, James and Ant turn to beliefs: where they come from, how they change and how much of what we think is truly our own. From childhood and education to media, social influence and the fear of being judged, they question the stories we tell ourselves and the forces that shape them.
This is not a conversation about having all the answers. It is about being willing to question them.
In this episode, James and Anthony discuss:
Why Anthony sees beliefs as stories shaped by identity
How early experiences and schooling can influence the way we think
Ego, evidence and the difficulty of changing your mind
Social pressure, media narratives and the ethics of influence
Why fear of judgement can limit the freedom to be yourself
The gap between appearing successful and feeling free
How leaders can admit uncertainty without losing credibility
The value of awareness, stillness and asking better questions
How financial planners can read discomfort and understanding in client meetings
Anthony’s five Cs for interpreting body language in context
James and Ant do not always arrive at neat conclusions. Instead, they explore the contradictions we all live with — wanting freedom but fearing its consequences, seeking truth while also wanting acceptance, and learning to be a little more aware of the influences around us.
Whether you work in financial planning, lead a team or simply want to better understand your own thinking, this episode offers plenty to reflect on.
The Human Side of Wealth Management with Aneka Beneby
Saison 1 · Épisode 58
vendredi 11 septembre 2026 • Durée 48:56
Aneka Beneby: Ambition, Motherhood and Redefining Success
In this episode of BWD In The Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management.
Ellie is joined by Aneka Beneby, Senior Portfolio Manager and CFA Charterholder, for a conversation about ambition, motherhood, self-belief and how our definition of success can change throughout our careers.
Aneka shares her journey from growing up in the Bahamas and discovering financial markets almost by chance, to building a career in investment management and making the move to London with a six-month-old baby. She reflects on some of the biggest decisions and challenges she has faced along the way, and the lessons she has learnt about taking risks, putting yourself forward and building a career that feels meaningful beyond titles and promotions.
In this episode, they discuss:
Aneka’s journey from the Bahamas into investment management, from starting as an assistant to a CEO to becoming a portfolio manager
Making the move to London with a young baby and why some of the biggest opportunities can come when the timing feels far from perfect
Ambition, self-awareness and why women shouldn’t feel they have to shrink themselves in order to be liked
Achieving a major promotion and still feeling flat, and how this forced Aneka to rethink what success actually meant to her
The danger of constantly chasing the next achievement, title or piece of external validation rather than learning to enjoy the journey
Motherhood and career, why there is no perfect time to have children and the different trade-offs that come with starting a family at different stages of your career
The practical things that helped Aneka navigate motherhood alongside a senior career, from support networks and finances to protecting her time and energy
Chapters
Future Fit Financial Planning: In Conversation with Hazel Bowen
Saison 1 · Épisode 57
mercredi 26 août 2026 • Durée 01:16:52
Clarity, Curiosity & Belonging with Hazel Bowen
In episode 57 of BWD In The Know, James Walker is joined by multi-award-winning financial planner Hazel Bowen FPFS TEP for the latest conversation in the Future Fit Financial Planning series.
Hazel's route into the profession was anything but straightforward. Growing up in a working-class household in Norwich, moving from state school to private education on a bursary and later building a successful career in financial planning have all shaped how she thinks about opportunity, leadership and belonging.
Diagnosed as autistic and with ADHD as an adult, Hazel speaks openly about the relief that came with understanding herself differently, the value - and limitations - of labels, and why being neurodivergent cannot simply be treated as something an individual should learn to "fix".
In this episode, James and Hazel discuss:
Hazel's upbringing and the impact class and belonging had on her early life
Why learning to back yourself can matter more than looking like the "finished article"
Her unconventional route from leaving A-levels to becoming a financial planner
Servant leadership and why creating a genuine sense of belonging matters
Hazel's experience of receiving an autism and ADHD diagnosis as an adult
Why labels can provide understanding without needing to define someone
The importance of curiosity over assumption when leading different people
Why reasonable adjustments can benefit both the individual and the business
Masking, direct communication and becoming more comfortable with who you are
Why "clarity is kindness" when giving feedback
The difference between cultural fit and cultural enrichment
The Human Side of Wealth Management with Sarah Roughsedge
Saison 1 · Épisode 56
vendredi 21 août 2026 • Durée 51:29
Sarah Roughsedge: Women and Wealth, Financial Confidence and Rethinking Financial Advice
In this episode of BWD In The Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management.
Ellie is joined by Sarah Roughsedge, Chartered Financial Planner, author and founder of Eva Wealth, for a conversation about women and wealth, financial confidence and why the traditional advice model hasn’t always worked for everyone.
Sarah shares her unconventional journey into financial services, having originally trained as a neuroscientist before changing direction and becoming a financial planner. She reflects on the experiences that led her to recognise how often women were being left out of financial conversations, and why she decided to build an approach designed to make money and investing feel more accessible.
In this episode, they discuss:
Sarah’s unconventional career journey from neuroscience into financial planning, and how her original training still influences the way she works with clients today
Why women have historically been left out of core financial conversations and how this can affect confidence around money and investing
How financial services has traditionally communicated differently with men and women, and why language and approach matter
Moving beyond products and performance to understand a client’s values, behaviours, priorities and wider life
Why clients going through divorce, bereavement and other major life changes may need more time and space before making financial decisions
Challenging the idea that women are naturally more cautious investors, and why confidence and understanding can be more important than capability
The role of financial coaching alongside traditional advice and how understanding behaviour can help clients make better decisions
Making financial guidance more accessible to people who may not fit the traditional wealth management model
The Human Side of Wealth Management with Louisa Braywood
Saison 1 · Épisode 55
vendredi 7 août 2026 • Durée 49:22
Louisa Braywood: Women, Wealth and the Power of Human Connection
In this episode of BWD In the Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management.
Ellie is joined by Louisa Braywood, Investment Manager, for a conversation about financial confidence, authentic relationship-building and making investing feel more accessible to women.
Louisa shares her unconventional journey into wealth management, beginning her career at just 18 and learning the industry from the ground up. She reflects on developing her technical knowledge, becoming Chartered and discovering that the client-facing, human side of investment management was where her real passion lay.
In this episode, they discuss:
Louisa’s unconventional route into wealth management, starting her career at 18 and building confidence through experience and professional qualifications
Why money is never just money, but represents family, freedom, security and the future
The importance of empathy, emotional intelligence and understanding behavioural biases when supporting clients
How AI and technology can make investing more accessible without replacing the value of human relationships
Why the investment gap is not a capability issue, but often a confidence and exposure issue
Involving both partners in financial conversations and supporting clients through divorce, bereavement and other significant life events
Removing unnecessary jargon and making conversations about money and investing easier to understand
Building visibility through LinkedIn, personal brand and putting yourself outside your comfort zone
Approaching networking authentically and creating more engaging, inclusive professional events
Louisa’s ambition to become the person women recommend when they need support with their finances
Future Fit Financial Planning: In Conversation with Sarah Soar
Saison 1 · Épisode 54
mercredi 5 août 2026 • Durée 01:18:36
From Wealth Management to Health Management.
Some careers evolve. Others redefine an industry.
In this episode of Future Fit Financial Planning, James Walker is joined by Sarah Soar, Founder of Estelle: Health is Wealth and former CEO of Hawksmoor Investment Management, to explore why the future of leadership isn't just about managing wealth, but managing health.
Drawing on four decades in financial services and executive leadership, Sarah shares how her experiences of leading through significant organisational change ultimately inspired the launch of Estelle: Health is Wealth; a business built on a simple but powerful belief: the health of your leadership team is your greatest business asset, and one of your biggest business risks.
Together, they discuss:
Sarah's journey from CEO to entrepreneur
Why health management belongs in the boardroom
The hidden cost of stress, burnout and poor decision-making
Building healthier, higher-performing leadership teams
Why prevention delivers better business outcomes than intervention
The role of breathwork, movement and nervous system regulation
Why the future of leadership starts with healthier people
Whether you're leading a financial planning business, advising clients or simply looking to perform at your best, this episode offers a fresh perspective on sustainable leadership and long-term success.
CHAPTERS
00:00 Introduction
01:16 Sarah Soar's 40-year career in wealth management
03:54 Leading through COVID and a major acquisition
Future Fit Financial Planning: In Conversation with James Connor
Saison 1 · Épisode 53
jeudi 30 juillet 2026 • Durée 01:09:23
Some careers follow a carefully mapped-out route. Others take an unexpected turn.
In this episode of Future Fit Financial Planning, James Walker is joined by James Connor, Founder & CEO of Connor Broadley, to explore the journey from professional footballer to business owner, and the principles that have shaped nearly two decades of independent financial planning.
From earning just £250 in their first month of trading to building one of the City's most respected wealth management firms, James reflects on the importance of client relationships, long-term thinking and staying true to your values, even as the profession continues to evolve.
Together, they discuss:
James' journey from Millwall Football Club to financial planning
Why client relationships should always come before commercial growth
Building Connor Broadley with patience, purpose and clear principles
Industry consolidation and what independent firms should protect
Succession planning and preparing businesses for the future
Technology, infrastructure and attracting the next generation of clients
What leadership, resilience and partnership really look like over the long term
Whether you're a financial planner, adviser, business owner or simply interested in building a business with lasting values, this episode offers an honest conversation about growth, integrity and creating something that stands the test of time.
The Human Side of Wealth Management with Marie Smith
Saison 1 · Épisode 52
jeudi 23 juillet 2026 • Durée 53:31
Marie Smith: Confidence, Community and Creating Meaningful Change
In this episode of BWD In the Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management.
Ellie is joined by Marie Smith, Relationship Associate Partner at Cooper Parry Wealth, for a conversation about confidence, community, inclusive leadership and creating meaningful change within the financial planning profession.
Marie shares her journey from starting in an administrative role to progressing through paraplanning, advice and leadership. She reflects honestly on experiencing imposter syndrome, the importance of mentorship and advocacy, and how learning to recognise her own strengths helped shape her career.
In this episode, they discuss:
· Marie’s journey from administration and paraplanning into financial advice and leadership
· Overcoming imposter syndrome and building confidence throughout your career
· Why you do not need to feel 100% ready before taking your next step
· The difference between mentoring talented people and actively advocating for them
· How leaders can recognise those who may not naturally shout the loudest
· Why firms need to develop diverse talent rather than simply recruit it from elsewhere
· What the Women in Finance Charter means and how firms can turn commitments into meaningful action
· Building professional communities and the story behind SheRocks Business
· How strengths-based leadership can help people thrive and progress
· Why empathy, active listening and storytelling will become even more valuable as AI develops
The Human Side of Wealth Management with Emmelia Powell
Saison 1 · Épisode 51
jeudi 25 juin 2026 • Durée 01:00:44
Emmelia Powell: Building Trust, Visibility and the Future of Advice
In episode 51 of BWD In the Know, Ellie Corkill hosts the second episode of her mini-series, The Human Side of Wealth Management.
Ellie is joined by Emmelia Powell, Financial Adviser, for a conversation on building trust, finding your voice and creating a more personal, human version of financial advice.
Emmelia shares her journey into the profession, from starting out in banking to entering financial advice after having three children, completing her exams and building a career that works around both her family and her clients.
In this episode, they discuss:
Emmelia’s journey into financial advice and how she found a career that fits
Why financial advice can be such a powerful profession for women and working mums
Building trust with clients and why good advice starts with doing the right thing
Supporting sports professionals, business owners and younger clients
Why no two financial plans should ever look the same
The role of empathy, patience and lived experience in client relationships
Building a personal brand and the value of being visible online
How AI and technology are changing the advice profession
What the next generation of advisers need to succeed
Why the future of advice needs to be more human, relatable and personal
This is a thoughtful and honest conversation about trust, visibility, motherhood, client relationships and the realities of building a career in financial advice.
Whether you work in wealth management, are building a career in advice, or are interested in how the profession can continue to evolve, this episode is well worth a listen.
Chapters
Future Fit Financial Planning: In Conversation with Ann-Marie Atkins
In this special 50th episode of BWD In The Know, James is joined by Ann-Marie Atkins, Head of Entrepreneurs at Evelyn Partners, for a conversation about what really sits behind long-term success in financial planning.
Known as one of the UK's leading advisers in the entrepreneur and business owner space, Ann-Marie reflects on the experiences, values and lessons that have shaped her career.
In this episode, they discuss:
Ann-Marie's journey into financial services and the challenges she faced early in her career
Confidence, emotional intelligence and communication in advice
Why excellence matters more than perfection
Building trust with clients and professional introducers
Collaboration in delivering better outcomes
Leadership, mentoring and high-performing teams
AI, technology and the future of advice
The growing importance of holistic financial planning
This episode is a reminder that the best advisers don't simply provide advice — they bring people, expertise and ideas together to help clients make better decisions.
If you're a financial planner, adviser or leader looking to build trust, improve your impact and future-proof your career, this episode is for you.
Chapters
00:00 Introduction
00:28 Ann-Marie's Journey Into Financial Services
01:23 Building Confidence & Finding Your Voice
03:29 Fairness, Honesty & Authenticity
Why women no longer necessarily have to choose between having a successful career and having a family, even if balancing the two is not always easy
Representation, mentorship and why Aneka feels a responsibility to be the role model for others that she was fortunate enough to see growing up
Taking opportunities before you feel ready, from moving countries to appearing on Bloomberg and delivering a TEDx talk, and how doing hard things can build confidence over time
This is an open and honest conversation about ambition, family, career progression and learning to define success on your own terms.
Whether you work in wealth or investment management, are navigating your own career progression, thinking about how family fits alongside ambition, or simply find yourself constantly asking “what’s next?”, this episode is well worth a listen.
Why diversity of thought makes teams and businesses stronger
How experience can become a leadership blind spot when curiosity disappears
This is an open and deeply personal conversation about neurodiversity, leadership and what it really takes to create workplaces where different people can thrive.
Above all, it is a reminder that good leadership does not require having all the answers. Sometimes it starts with being curious enough to recognise that the person opposite you may experience the world very differently.
Chapters
00:00 Introduction and Future Fit Leadership
01:01 Childhood, Class and Belonging
05:25 Self-Belief and Backing Yourself
07:57 Representation and Speaking Openly
10:43 Finding a Career in Financial Planning
13:38 Servant Leadership and Creating Belonging
15:53 Hazel's Autism and ADHD Diagnosis
21:20 Relief, Labels and Understanding Yourself
27:07 Identity and Communication Differences
35:33 Curiosity and Proper Conversations
38:41 Reasonable Adjustments and Better Performance
44:35 Preparing for Better Conversations
48:32 Masking and Becoming More Yourself
56:12 Why Clarity Is Kindness
62:31 Directness, Honesty and Respect
67:07 Diversity of Thought and Cultural Enrichment
This is an open and thought-provoking conversation about women and wealth, the psychology behind financial decision-making and how the advice profession can continue to evolve to better serve the individual sitting in front of you.
Whether you work in wealth management or financial planning, are interested in the future of advice, or simply want to better understand the relationship between money, confidence and behaviour, this episode is well worth a listen.
Chapters
00:00 Introduction to Sarah and Evo Wealth
04:01 Creating a Women-Centric Financial Proposition
07:16 Building a Differentiated Financial Service
11:02 Women in Finance and the Boys Club Mentality
16:50 The Evolution of Financial Advice Delivery
21:34 The Importance of Giving Women Space to Decide
25:09 Building a Community for Women in Finance
26:15 The Need for Ongoing Support for Women Clients
27:16 Traditional Advice vs. Personalized Approach
This is an open and engaging conversation about women and wealth, building genuine relationships and why the most effective investment management goes far beyond portfolios and performance.
Whether you work in wealth management, are developing your career in the profession, or want to understand how investing can become more accessible, relatable and human, this episode is well worth a listen.
Chapters
00:00 Introduction to Louisa and episode overview
02:54 Early career, qualifications, and client-facing roles
07:05 The importance of technical knowledge and relationship skills
10:49 Impact of AI and robo-advice on personalised service
15:12 Encouraging women to invest and increasing financial confidence
16:59 Changing industry perceptions and making finance accessible
18:57 Supporting women through life transitions and emotional moments
21:00 The importance of understanding clients’ emotional backgrounds
23:03 Addressing confidence gaps and social influences on women’s investing
24:49 The significance of early pension and savings education
26:46 Learning from industry mentors and shadowing experiences
28:54 Building relationships through in-person and virtual meetings
31:02 Networking strategies and leveraging social media
33:07 Hosting inclusive events and fostering community
35:04 Differentiating oneself in a competitive industry
36:55 Advice for less confident networkers and introverts
39:11 Industry changes needed to attract more women
40:51 Encouraging young women to pursue careers in finance
43:02 Louisa’s vision of success and personal branding
44:57 Final advice to her younger self and closing remarks
· The human skills advisers need to continue demonstrating their value
· Marie’s advice for people beginning their careers in financial planning
This is an open and thoughtful conversation about confidence, representation, leadership and the importance of creating environments in which people can succeed.
Whether you work in wealth management, are developing your career in financial advice, or are interested in how the profession can become more inclusive and human, this episode is well worth a listen.
