Explorez tous les épisodes du podcast The Financial Planning Podcast
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| Amyr Rocha Lima - Strategic Wealth Partners | 16 Sep 2024 | 01:14:11 | |
This week on The Financial Planning Podcast, host Lewis Byford sits down with Amyr Rocha Lima, Managing Director and Chartered Financial Planner at Strategic Wealth Partners. Amyr is a multi-award-winning financial planner, specialising in helping professionals aged 50+ to reduce taxes, invest smarter, and retire on their terms. With a rich career spanning the globe, Amyr brings a unique perspective shaped by his diverse experiences. In addition to his role at Strategic Wealth Partners, Amyr serves as Non-Executive Director and Chairman of the CISI Financial Planning Forum, where he actively champions the financial planning profession across the UK. His contributions to the field have earned him multiple accolades, including Citywire's "Adviser Personality of the Year." Tune in to hear Amyr share his expert insights on tax planning, investment strategies, and his passion for shaping the future of financial planning. Amyr also highlights the book Living a Life of Significance by Joe Jordan, a must-read for anyone seeking inspiration and guidance in their financial journey. Whether you're nearing retirement or just starting to think about it, this episode is packed with valuable advice. Follow The Financial Planning Club Mentioned in this episode: Living a Life of Significance by Joe Jordan | |||
| Aleah Townsend - Connor Broadley | 15 Jul 2024 | 00:56:12 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Aleah Townsend, the Head of Account Management at Connor Broadley Wealth Management. Based in the heart of Mayfair, Connor Broadley is a boutique firm specialising in financial planning and investment management operations. Aleah brings over 10 years of industry experience, with a deep passion for processes, efficiency, and building strong client relationships. As Head of Account Management, Aleah plays a critical role in overseeing client interactions and ensuring that operations run smoothly. Her expertise and dedication to excellence have been instrumental in the firm's success, making her an invaluable asset to both her clients and colleagues. Outside of her professional achievements, Aleah is an avid traveller, always eager to explore new destinations around the globe. Family time is also a top priority for her, and she cherishes every moment spent with her loved ones. Tune in to hear Aleah Townsend share her insights on account management, operational efficiency, and the importance of relationship-building in wealth management on this week's episode of The Financial Planning Podcast. Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/ Connect with Aleah Townsend: https://www.linkedin.com/in/aleah-townsend-ab9173a5/ Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club/
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| Lindsay Taylor - Taylor Financial Management | 08 Jul 2024 | 01:03:07 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Lindsay Taylor, the Marketing & Business Development Director at Taylor Financial Management. With nearly 15 years of experience in marketing and events, Lindsay has a distinguished background that includes leading marketing activities for Deloitte in the Transportation, Hospitality, and Leisure sectors, as well as spearheading the firm's flagship events within the Consulting and Technology, Media, and Telecoms sectors. After her time at Deloitte, Lindsay joined forces with her husband, James Taylor, to enhance the success of his newly founded Independent Financial Advice practice, Taylor Financial Management. She now oversees the firm's marketing, operations, and business development strategy, orchestrates popular client events, and plays a pivotal role in nurturing relationships with professional introducers. Additionally, Lindsay coordinates a local quarterly Financial Advisers Roundtable. Outside of her professional life, Lindsay is married to James and mother to their son Louie. A travel enthusiast, she is always planning the next adventure. Lindsay also volunteers her time to the social, development, and fundraising committees at the local rugby club. Tune in to hear Lindsay share her wealth of experience, insights on marketing and business development in the financial sector, and her commitment to community and client education on this week's episode of The Financial Planning Podcast. Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/ Connect with Lindsay Taylor: https://www.linkedin.com/in/mrslindsayetaylor/ Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club/
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| Bryony Evans - RMI Independent Financial Advisers | 01 Jul 2024 | 00:57:57 | |
This week on The Financial Planning Podcast, Lewis Byford sits down with Bryony Evans, Director and Independent Financial Adviser at RMI Independent Financial Advisers. With 15 years of experience in co-founding and leading a reputable financial advice firm, Bryony shares her expertise on harnessing technology, fostering a strong team, and achieving operational success. Discover her strategies for creating happy clients, advisers, and staff, and learn about her dedication to encouraging more women to take on senior roles in the finance industry. About Bryony Evans: Bryony Evans, 38, is the Director and Independent Financial Adviser at RMI Independent Financial Advisers in Leicestershire, UK. A Chartered Member of the Institute for Securities & Investment (CISI), Bryony co-founded RMI 15 years ago. She excels in client care and operational success, using technology to enhance efficiency and satisfaction. Living in Market Harborough with her two daughters, Bryony enjoys hot yoga, country walks, Sauvignon Blanc, and traveling. Recently nominated for several awards, including two from the Women in Finance Awards 2024, she is passionate about inspiring other women in finance and advocating for more women in senior positions. Bryony is also dedicated to helping advisers navigate compliance, regulation, and exit strategies, particularly those looking to retire without needing a large consolidator. She is excited about the transformative potential of technology in the financial services industry, aiming to improve client outcomes and attract younger professionals. Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/ Connect with Bryony Evans: https://www.linkedin.com/in/bryony-evans-rmi/ Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club/ | |||
| Louise Fish - Finura | 24 Jun 2024 | 00:45:28 | |
This week on The Financial Planning Podcast, host Lewis Byford sits down with Louise Fish, the Operations Director at Finura. With over 25 years of experience in the financial services industry, Louise shares her invaluable insights on maintaining a client-centric approach, fostering a supportive team environment, and driving business growth. Tune in to uncover Louise's top strategies for success and learn how she balances her professional life with her personal passions. About Louise Fish: Louise Fish is the Operations Director at Finura, where her mission is to ensure clients remain at the core of every decision, change, and efficiency. With a career that started in 1995 as a Financial Planner for a global bank, Louise has held executive roles within large asset management sales teams and operations functions. At Finura, she focuses on nurturing happy, knowledgeable, and supported teams to maximise the company's growth and client care. Beyond her professional life, Louise enjoys interior design, early dog walks, and spending time with friends and family in North London. Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/ Connect with Louise Fish: https://www.linkedin.com/in/louise-fish-30947810/ Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club | |||
| Olivia Maynard - TFP Financial Planning | 18 Jun 2024 | 00:59:22 | |
This week on The Financial Planning Podcast, host Lewis Byford sits down with Olivia Maynard, the Operations Director at TFP Financial Planning. Olivia shares her incredible insights on building a strong company culture, scheduling "purple time" in her calendar for personal family time, and balancing professional and personal life. Tune in to discover practical tips that can enhance both your personal well-being and professional success. About Olivia Maynard: Olivia Maynard is the Operations Director at TFP Financial Planning. She is dedicated to fostering a positive culture within the industry, emphasising flexibility, wellness, authenticity, passion, and purpose. Olivia's approach to leadership is rooted in her commitment to creating an environment where individuals can thrive both personally and professionally. Her passion for wellness and work-life balance is reflected in her unique scheduling practices, making her a standout leader in financial planning. Connect up with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/ Connect up with Olivia Maynard: https://www.linkedin.com/in/olivia-maynard-dippfs-cert-cii-mp/ Following The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club/?viewAsMember=true
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| Kate Wooding - Goddard Perry | 30 May 2024 | 00:28:30 | |
Kate Wooding is the Business Development Manager (BDM) at Goddard Perry, having joined the company in September of last year. In her role, she oversees the adviser team and explores innovative ways to develop and grow the business. With a career spanning many years in the financial services industry, Kate has held various roles from banking to working with Independent Financial Advisers (IFAs), including positions in paraplanning and advising. Her extensive experience is complemented by her credentials as a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Outside of her professional life, Kate enjoys spending quality time with her family and socialising with friends over a glass of wine. Her dedication to both her career and personal life makes her a well-rounded and approachable professional in the financial planning sector. Connect up with Kate Wooding: https://www.linkedin.com/in/kate-wooding-fpfs-chartered-financial-planner-and-fellow-of-pfs-3761735b/ Connect up with me on LinkedIn: https://www.linkedin.com/in/lewis-byford-b540a6118/
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| Jo Wall - Joyful Wealth | 30 Sep 2024 | 01:00:52 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Jo Wall, Founder and Chartered Financial Planner at Joyful Wealth. Jo is passionate about helping people live richer lives while staying true to what they love, and she created Joyful Wealth to make financial advice both accessible and empowering. In this episode, Jo shares her perspective on how financial planning is about much more than just numbers and spreadsheets—it's about people, their dreams, and the achievements that truly matter. As a Chartered Financial Planner and Fellow of the PFS, Jo helps her clients build financial plans that excite and inspire them. Tune in for an insightful conversation about the human side of financial planning and how to create a life you love. | |||
| Ciaran Stark - Begley Brown Financial Solutions | 23 Sep 2024 | 01:02:26 | |
This week, host Lewis Byford speaks with Ciaran Stark, Operations Manager at Begley Brown Financial Solutions. Ciaran's passion for numbers led him to a BA (Hons) in Finance, Investment & Risk and a career that blends financial planning with operational innovation. At Begley Brown, Ciaran focuses on enhancing client experiences through technology, drawing on his experience as both a financial planner and operations manager. Outside of work, he's a rugby referee and recent father. Tune in for Ciaran's insights on the intersection of finance, operations, and technology. | |||
| Gretchen Betts - Magenta Financial Planning | 07 Oct 2024 | 00:55:20 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Gretchen Betts, Managing Director and multi-award-winning Certified Financial Planner at Magenta Financial Planning. Gretchen is dedicated to empowering women to take control of their finances, and she views financial planning as a way to unlock new possibilities. In this episode, Gretchen shares how outsourcing has elevated her business in recent years, allowing her to focus on delivering exceptional service to her clients. Beyond her professional life, Gretchen is a creative soul who loves to travel, and she's been recognised as a gold-awarded LGBT champion by the LGBT Foundation. Tune in for an inspiring conversation about growing a business through smart strategies and fostering financial empowerment. | |||
| Scott Millar - Finova Money | 14 Oct 2024 | 00:59:30 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Scott Millar, Founder and Chartered Financial Planner at Finova Money. Scott is passionate about building strong relationships with his clients and is constantly learning, both in his business and about the unique needs of those he serves. He's also dedicated to mentoring new entrants into the financial planning profession. In this episode, Scott talks about the importance of humility in the industry and how having the ability to pivot when needed is crucial for long-term success. Outside of work, Scott enjoys spending time with family and friends, playing golf, and discovering new places to eat. Tune in for valuable insights on staying adaptable and relationship-focused in financial planning. | |||
| Emmelia Powell - Premier Wealth Solutions | 26 Nov 2024 | 00:58:40 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Emmelia Powell, a multi-award-winning Financial Planner at Premier Wealth Solutions. Emmelia made the transition from a leading UK bank to financial planning, qualifying as an adviser in early 2022. She has since been instrumental in launching Premier Wealth Solution's Sports Professionals brand, leveraging her industry expertise to address the unique financial needs of clients in the sporting world. Outside of her professional life, Emmelia is a dedicated mum of three who enjoys socialising, walking, and music. Tune in to hear Emmelia's journey from banking to financial planning, and how she supports clients facing specialised challenges in sports. Follow The Financial Planning Club The Financial Planning Club Website
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| Nathan Mead-Wellings - Finura | 19 Nov 2024 | 00:56:17 | |
In this episode of The Financial Planning Podcast, host Lewis Byford is joined by Nathan Mead-Wellings, founding Managing Director and Chartered Financial Planner at Finura. Nathan co-founded Finura with a mission to reshape the way people approach financial planning. His philosophy goes beyond asset management—Nathan empowers his clients to understand their choices, biases, and how their financial decisions impact their life goals. Outside of his work, Nathan enjoys staying active with his two young children, practicing yoga, and pursuing his love for tennis, golf, and skiing. Tune in to hear Nathan's unique approach to financial planning and his insights into empowering clients to take charge of their financial journeys. Connect with Nathan Mead-Wellings | |||
| Charlie Chami - Glamis IFA | 12 Nov 2024 | 00:57:59 | |
In this episode of The Financial Planning Podcast, host Lewis Byford is joined by Charlie Chami, Director and Independent Financial Adviser at Glamis IFA. With over 15 years of experience in financial services, Charlie's expertise spans Fixed Income, Commercial Real Estate, and Asset Management. His impressive background includes a BA in Business/Economics and several financial qualifications, and in 2016, he was recognised in Citywire's 'Top 35 Advisers under 35.' Charlie brings a wealth of knowledge to this episode, offering insights into navigating complex financial markets and delivering exceptional client service. Follow The Financial Planning Club The Financial Planning Club Website
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| Andrew Spence - Aspen | 05 Nov 2024 | 00:46:39 | |
In this episode of The Financial Planning Podcast, host Lewis Byford sits down with Andrew Spence, founder and Chief Executive of Aspen and a valued partner of The Financial Planning Club. With a career that spans wealth management roles in both Edinburgh and London, Andrew combines deep industry knowledge with innovative thinking. A Newcastle University graduate with a first-class degree in Marine Engineering, he leads Aspen in developing next-generation managed portfolios. Aspen's services include multi-asset portfolios and the Portfolio Discovery tool, a resource designed to empower financial advisers with intuitive technology and streamlined portfolio solutions. Join us as Andrew shares insights on Aspen's mission to support financial advisers and the future of managed portfolios. | |||
| Lee Waters - Barwells Wealth | 29 Oct 2024 | 00:53:03 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Lee Waters, Chief Executive and Financial Planner at Barwells Wealth. With over two decades of experience, Lee is a leading expert in pensions, investments, and later-life care. Known for his depth of knowledge and client-focused approach, Lee shares his thoughts on the importance of measuring success against yourself rather than comparing yourself to others in the industry. Outside of work, Lee enjoys spending time with his family, captaining his local cricket team, and staying active through running and cycling. He's also a passionate Tottenham Hotspur fan and appreciates a good glass of red wine. Tune in for Lee's advice on personal growth in the financial planning world and beyond. | |||
| Antony Barton - Robertson Baxter | 21 Oct 2024 | 01:09:55 | |
In this week's episode of The Financial Planning Podcast, host Lewis Byford speaks with Antony Barton, Director and Independent Financial Adviser at Robertson Baxter. With over 15 years of experience, Antony specialises in helping business owners, senior employees, and retirees manage and grow their wealth. He's a top-rated adviser, known for his positive approach, and has been shortlisted for multiple industry awards. In this episode, Antony shares his thoughts on the power of simplicity and the importance of maintaining a positive attitude toward work and clients. He explains how a positive approach can not only improve client relationships but also brighten someone's day. Outside of work, Antony enjoys playing basketball, watching boxsets with a glass of red wine, and planning his next holiday. Tune in for Antony's insights on the impact of positivity in financial planning and beyond. | |||
| The Financial Planning Club Christmas Special! | 24 Dec 2024 | 00:53:06 | |
It's the most wonderful time of the year, and this week on The Financial Planning Podcast, we're bringing you something a little different! Host Lewis Byford is joined by his fellow co-founders and Directors of The Financial Planning Club, Lee Old and Amanda Ford, for a festive Christmas special. In this lighthearted episode, packed with laughter, holiday cheer, and maybe even a surprise or two, the trio reflects on their journey so far, shares personal stories, and gives you an inside look at the team behind The Financial Planning Club. It's the perfect opportunity to settle in with a warm drink, relax, and enjoy some holiday vibes with us. Tune in for festive fun, a celebration of community, and a closer connection to the people driving The Financial Planning Club forward. | |||
| Karl Dines - Open Door Policy | 17 Dec 2024 | 00:43:07 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Karl Dines, Principal at Open Door Policy and a valued collaborator of The Financial Planning Club. With decades of experience in financial services, Karl founded Open Door Policy to support IFAs, compliance functions, and software adoption across the UK Financial Services sector. His deep passion for compliance and regulatory insights has been a driving force since his early days in the industry. Outside of work, Karl is a lifelong guitar enthusiast and a devoted cat owner, sharing his home with three quirky and entertaining cats. Follow The Financial Planning Club The Financial Planning Club Website
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| Chris Drew - Endeavour Financial Planning | 10 Dec 2024 | 00:53:34 | |
In this episode of The Financial Planning Podcast, host Lewis Byford welcomes Chris Drew, an Independent Financial Adviser at Endeavour Financial Planning. With ten years in financial services, including seven as an Operations Manager at the UK's largest bank, Chris has a wealth of experience in creating holistic financial plans tailored to his clients' needs. Currently working towards Chartered status, Chris is committed to continually enhancing his expertise and client offerings. Outside of work, Chris is a devoted husband, father, and sports enthusiast who values quality family time. | |||
| Robert Caplan - First Wealth | 03 Dec 2024 | 00:54:22 | |
This week on The Financial Planning Podcast, host Lewis Byford sits down with Robert Caplan, Director of First Wealth and an experienced Chartered Financial Planner. After the financial crisis, Robert co-founded First Wealth with a mission to help business owners, professionals, and retirees feel more confident and in control of their financial futures. Known for his passion for simplifying complex financial matters, Robert provides his clients with clarity and focus to help them achieve their goals. Outside of his professional life, Robert is a proud dad of three, enjoys lifting weights, and loves spending time at Soho Farmhouse and in Ibiza. | |||
| Caroline Stuart - Sparrow Solutions | 14 Jan 2025 | 00:46:08 | |
This week, host Lewis Byford is joined by Caroline Stuart, Founder of Sparrow Solutions and a trailblazer in financial services. With over 23 years of experience, including senior roles like Head of Technical, Caroline is passionate about empowering paraplanners and financial planners through training, mentoring, and development support. As the first Paraplanner President of the Personal Finance Society, she has been a strong advocate for the profession. Outside of work, Caroline enjoys knitting, baking, and the occasional jog, bringing creativity and balance to her busy life. Tune in to hear Caroline's insights on financial planning, her journey in the industry, and her mission to help others achieve financial security. | |||
| Chris Baigent-Reed - Jigsaw Tree | 07 Jan 2025 | 00:39:58 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Chris Baigent-Reed, founder and Managing Director of Jigsaw Tree. With over 29 years of experience in financial services, Chris is passionate about driving positive client outcomes and leading transformative business change. At Jigsaw Tree, Chris has built a team focused on delivering honest, fair, and tailored solutions that help businesses thrive in an ever-evolving industry. Tune in for insights into Chris's journey, the values that drive Jigsaw Tree's success, and how tailored solutions can empower financial planning businesses. Connect with Chris Baigent-Reed | |||
| Isha Bhatt - 8 Financial Planning | 04 Feb 2025 | 00:31:35 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Isha Bhatt, Operations Director at 8 Financial Planning. Isha seamlessly manages a diverse range of responsibilities, including marketing, compliance, client engagement, financial operations, and HR, ensuring the firm runs like clockwork. With a background at HSBC and as a Chartered Surveyor, Isha brings extensive project management and financial expertise to her role, delivering a smooth and efficient client experience. Outside of work, Isha is a proud mum of three who enjoys wellness, baking, and quality time with family and friends. | |||
| Daniel Olley - DSL Digital | 28 Jan 2025 | 00:55:15 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Daniel Olley, Managing Director at DSL Digital. With 25 years of experience in professional, regulated markets, Daniel has helped hundreds of financial advice firms generate and onboard new clients at scale. His expertise in refining client journeys and fostering strong relationships has made him a trusted advisor in the industry. Outside of work, Daniel channels his passion into food and motorsport, blending creativity and speed in both his personal and professional life. | |||
| Mark Dodds - Compex IT | 21 Jan 2025 | 00:42:23 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Mark Dodds, Co-owner of Compex IT, an IT support and strategy company based in the West Midlands. Since founding the business in 2000 with his business partner, Gary, Mark has been on a mission to deliver high-quality, people-focused IT solutions. With a passion for technology and innovation, Mark has built strong partnerships with businesses, offering tailored IT services that empower companies to maximise the value of their technology. Tune in to hear Mark's journey, his approach to delivering exceptional IT solutions, and the role technology plays in transforming businesses. | |||
| Julie Greenwood - Octopus Money | 18 Feb 2025 | 00:54:57 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Julie Greenwood, Head of Adviser Distribution at Octopus Money. With a wealth of experience at brands like Vitality and Legal & General, Julie is passionate about bridging the advice gap and making financial planning more accessible to everyone. Beyond finance, Julie's dedication to inclusivity extends to her role on the Women in Finance Charter Board. She also channels her passion into animal welfare, volunteering with Rochdale Dog Rescue and dreaming of one day running a farm for rescues. | |||
| Georgia Taylor - Tailored Wealth & Money Matters | 11 Feb 2025 | 00:56:50 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Georgia Taylor, Founder and Independent Financial Adviser at Tailored Wealth and Founder and Money Coach at Money Matters. Based in London, Georgia is passionate about bridging the gap between money and education, empowering people with the financial knowledge they need to take control of their futures. Recognising the lack of financial education in schools, Georgia has created an online course designed to teach the essential finance fundamentals that everyone should know but often aren't taught. Her mission is to make financial education accessible, practical, and engaging. Tune in to hear Georgia's insights on financial planning, education, and how she's working to reshape the way people learn about money. | |||
| eParaplan - Michelle Wilson-Stimson & Shaunagh Wilson | 11 Mar 2025 | 01:00:34 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Michelle Wilson-Stimson, CEO and Founder of eParaplan, and Shaunagh Wilson, COO. This dynamic mother-daughter duo is redefining adviser support with a fresh, modern approach to outsourced paraplanning. Michelle founded eParaplan to build the solution she wished existed, while Shaunagh brings a sharp focus on efficiency and operations, helping advisers scale their businesses seamlessly. Their innovative leadership is transforming the way financial professionals access high-quality support. Outside of work, Michelle enjoys travelling the world with her husband, while Shaunagh is busy kitting out a campervan for her next big adventure with her family. Tune in to hear their inspiring journey, the evolution of eParaplan, and how outsourcing can help advisers grow. Connect with Michelle Wilson - Stimson | |||
| Nathan Blackmore - WAY Trustees | 04 Mar 2025 | 00:53:08 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Nathan Blackmore, CEO at WAY Trustees. With nearly two decades in financial services, Nathan brings a unique perspective from his experience as both a financial adviser and a specialist provider. Since rejoining WAY in 2022, he has been leading the team in estate planning, helping clients navigate the complexities of wealth preservation. Based in Kent, Nathan is a devoted father, school governor, and outdoor enthusiast who enjoys spending time with his wife and dogs. Tune in to hear Nathan's insights on estate planning, his journey through financial services, and his approach to leadership in the industry. | |||
| Kate Phillips - Timeline | 25 Feb 2025 | 00:44:55 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Kate Phillips, Regional Director at Timeline. Kate is passionate about transforming the way financial advisers use technology to deliver expert advice. With over four years at Timeline, she works closely with advisers to help them lower costs, manage risks, and achieve the best possible outcomes for their clients. Previously specialising in corporate pensions, Kate is now focused on driving change in financial technology and helping firms adapt to an evolving landscape. Outside of work, Kate is a keen runner, travel enthusiast, and Chair of her son's school. Tune in to hear Kate's insights on financial technology, the future of advice, and how innovation is shaping the industry. | |||
| Guy Skinner - Citygate Financial Planning | 25 Mar 2025 | 01:16:04 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Guy Skinner, Director and Financial Planner at Citygate Financial Planning. With 17 years of experience in financial services, Guy specialises in helping lawyers and business owners achieve financial freedom through pensions, investments, tax planning, and cashflow modelling. His passion lies in guiding business owners through exit strategies, helping them determine their 'number' for a smooth and confident transition. Guy's straightforward and honest approach ensures that his clients gain clarity on their financial future, empowering them to make informed decisions. | |||
| Ian Dempsey - The Moneyman | 18 Mar 2025 | 01:05:35 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Ian Dempsey, Independent Financial Planner and Coach at The Moneyman. Ian is known for his no-nonsense, jargon-free approach to financial advice, making it simple, accessible, and easy to understand. With a straight-talking style (and a love of Midget Gems), Ian helps people take control of their finances without the overwhelm—breaking down complex topics into real conversations that actually make sense. Tune in for Ian's refreshing take on financial planning, practical advice, and why keeping things simple is the key to financial confidence. Follow The Financial Planning Club The Financial Planning Club Website
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| Lucy Tarrant - Cognitive Law | 01 Apr 2025 | 00:32:17 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Lucy Tarrant, Solicitor and Managing Director of Cognitive Law. With over 30 years of legal experience, Lucy specialises in commercial law, helping businesses navigate complex legal challenges with a client-first approach. Her career has been defined by innovation, ensuring that businesses receive the legal support they need to thrive. Beyond her legal expertise, Lucy enjoys staying active, spending time with loved ones, and appreciating good food and wine. | |||
| Lisa Conway-Hughes - LCH/Wealth | 07 Apr 2025 | 00:40:07 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Lisa Conway-Hughes, Founder of LCH/WEALTH and Chartered Financial Adviser. Lisa is on a mission to help high-earners design the lives they truly deserve. With a passion for making finance feel approachable and personal, she's not just about the numbers—she's in the dream-making business. Throughout her career, Lisa has guided clients through life's biggest milestones, helping them build financial roadmaps that lead to real freedom and clarity. Her human-first approach brings balance between smart planning and real-life priorities. Connect with Lisa Conway-Hughes | |||
| Six Degrees - Oliver Saiman & Katherine Waller | 14 Apr 2025 | 01:06:44 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Oliver and Katherine from Six Degrees. With strong foundations in wealth management, Katherine brings honesty, empathy, and a strategic mindset to her work - focusing on building deep, meaningful relationships with clients. Oliver blends financial expertise with a keen understanding of human behaviour, offering a refreshing, human-centric approach to wealth advice. Together, they're redefining what financial planning looks like - connecting wealth with purpose through innovation, transparency, and a relentless client-first philosophy. Tune in to explore how Six Degrees is reshaping the financial planning experience and why aligning money with meaning is the future of the profession. | |||
| Anna Butcher - Sound Financial Planning | 21 Apr 2025 | 01:01:01 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Anna Butcher, Managing Director at Sound Financial Planning. Anna is a dynamic leader who's passionate about building inclusive, high-performing teams. With a strong focus on creating an environment where people thrive, she ensures her team delivers exceptional client outcomes while growing together. Outside of the office, Anna is an adventurer at heart—wakeboarding, snowboarding, and surfing across the UK and beyond. Tune in to hear Anna's leadership journey, her vision for the future of financial planning, and how purpose and passion drive both her work and life. | |||
| Kate Shaw - Financial Life Planning | 28 Apr 2025 | 00:52:16 | |
Kate Shaw, Chartered Financial Planner and founder of Financial Life Planning, joins Lewis for a candid conversation about growing a firm on your own terms. With over 27 years in the industry, Kate shares how she prioritised operations before hiring, built a culture of trust, and leaned into organic, referral-led growth. From direct authorisation to managing burnout, this episode is full of sharp insights for owner-managers ready to scale with intention - not stress. Expect real stories, practical takeaways, and a refreshing perspective on what growth actually looks like. | |||
| Hayley Rabbets - The Verve Foundation | 02 Jun 2025 | 00:42:06 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Hayley Rabbets, Head of the Verve Foundation. Hayley has been at the forefront of driving meaningful change in financial services, making the industry more inclusive, accessible, and genuinely human. Since starting her career in 2007, she's worked her way through nearly every role—from reception to senior management—giving her a rare and valuable perspective on the real challenges the profession faces. Now at the helm of the Verve Foundation, Hayley is on a mission to break down barriers, change perceptions, and create a more diverse future for finance. When she's not leading industry change, you'll find her at a live gig, out walking her dog, or getting her hands dirty in the garden. Tune in to hear Hayley's journey, her passion for progress, and how the Verve Foundation is reshaping the future of financial services. | |||
| Liz Beavis - Financial Management Bureau | 09 Jun 2025 | 00:53:40 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Liz Beavis, Managing Director and Financial Planner at Financial Management Bureau. Since joining the business in 1999, Liz has climbed the ranks to MD while qualifying as a financial adviser, bringing decades of hands-on experience and a deep understanding of client needs. She's passionate about helping people navigate life's financial decisions with clarity and confidence. Liz's leadership is rooted in real-world experience and a commitment to putting clients first. Outside the office, she finds joy in fell walking in the Lake District and upcycling furniture, balancing strategic thinking with creativity and calm. Tune in to hear Liz's inspiring journey, her approach to financial planning, and what it takes to lead a firm with purpose and longevity. | |||
| Gareth Shears - Sanctuary Financial Planning | 23 Jun 2025 | 01:03:13 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Gareth Shears, Co-Founder and Chartered Financial Planner at Sanctuary Financial Planning. With over 20 years in the profession, Gareth blends technical expertise with a refreshingly human approach to financial planning. As the ideas guy at Sanctuary, he's passionate about enhancing the client journey and helping people turn their goals into reality, whether that's growing a business, building wealth, or simply living life on their terms. From profit coaching to personal discovery, Gareth's work is rooted in understanding what truly matters to his clients. Away from the spreadsheets, Gareth is a proud dad, self-declared foodie, and currently on a fitness reboot. Tune in to hear his perspective on modern financial planning, how to elevate the client experience, and why meaningful conversations are at the heart of lasting financial success. | |||
| Kate Daly - Amicable | 16 Jun 2025 | 00:54:23 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Kate Daly, Co-founder of amicable and host of The Divorce Podcast. A leading voice in modernising divorce, Kate helps couples and parents navigate separation with empathy and collaboration. With a background in psychology and divorce coaching, she co-founded amicable after seeing firsthand how the traditional legal system often fails families. Kate has since become a passionate advocate for no-fault divorce and greater access to fair, family-focused solutions. Her work is transforming the way people experience separation—making it kinder, clearer, and more constructive. Tune in to hear Kate's journey, her mission to reshape divorce, and why financial planners play a vital role in supporting clients through major life transitions. | |||
| Ed Stubbs - Xentum Financial Planning | 30 Jun 2025 | 00:48:50 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Ed Stubbs, Financial Planner at Xentum. With over a decade of experience, Ed helps business owners and executives navigate key transitions, especially around business exits. Coming from an entrepreneurial family, he understands what makes business owners tick and brings a calm, strategic approach to planning. Outside of work, Ed's an adventurer, sailing the Adriatic or storm-chasing in the American Midwest. Tune in for insights on purposeful planning and supporting clients through life's pivotal moments. | |||
| Ashley Townsend - Prosperity IFA | 07 Jul 2025 | 01:09:03 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Ashley Townsend, Co-Owner and Independent Financial Planner at Prosperity IFA. Ashley brings real-world entrepreneurial experience to his advice, helping business owners and executives align their financial plans with both business and life goals. His advice is clear, unbiased, and always tailored to the individual. Tune in to hear how Ashley combines practical insight with personalised planning to support clients at every stage of their journey. | |||
| Victor Sacks - VS Associates | 04 Aug 2025 | 01:05:01 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Victor Sacks, Director of VS Associates and one of the industry's straightest talkers. Victor opens up about the reality of building a firm from scratch, the setbacks, the slow starts, and the mindset shifts that helped him turn things around. From cold calls in industrial estates to running a business on his own terms, Victor shares the unfiltered truth about what it really takes. If you're an adviser who never set out to be a business owner, this one's for you. 🎧 Expect insight on resilience, referrals, personal branding, and how to stay human in a fast-paced profession. | |||
| Leticia Fonseca - Master Your Finances | 28 Jul 2025 | 00:36:58 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Leticia Fonseca, Independent Financial Adviser and Founder of Master Your Finances. Leticia's journey from Brazil to becoming a UK-qualified adviser is as inspiring as her mission, making financial education accessible to all. With a background in tech marketing and a passion for helping others, she empowers people to build better money habits through workshops, mentoring, and bilingual courses. Outside of work, she's a proud mum, lifelong learner, and advocate for personal growth. Tune in to hear how Leticia is breaking down barriers and helping people master their finances with confidence. | |||
| Gareth Higton - Finli (FLP) | 21 Jul 2025 | 01:14:22 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Gareth Higton, Director and Independent Financial Planner at Finli. Gareth brings a fresh and commercial approach to financial planning, blending deep advice expertise with experience in growth, acquisitions, and partnerships across financial services. He's passionate about helping clients achieve real financial freedom and building businesses that deliver meaningful results. Tune in to hear how Gareth supports both people and firms in getting the most out of life and planning. | |||
| Robert Isherwood - Arcus Wealth | 14 Jul 2025 | 01:02:29 | |
This week on The Financial Planning Podcast, host Lewis Byford welcomes Rob Isherwood, Independent Financial Adviser at Arcus Wealth. With 17 years of experience, Rob specialises in retirement planning, tax-efficient investing, and care fees advice, with a particular focus on ethical investing. Known for his calm, informal style, Rob builds trusted, long-term relationships with his clients. Tune in to hear Rob's approach to simplifying complex financial issues and why values-based advice matters more than ever. | |||
| Sarah Steele - Yellowtail Financial Planning | 18 Aug 2025 | 00:58:54 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Sarah Steele, Operations Director at Yellowtail Financial Planning. With 20+ years in financial services, Sarah shares her refreshingly honest view of what it really takes to build a high-performing team, deliver an outstanding client experience, and lead a values-driven firm. In this conversation, she opens up about her journey from private banking at Coots to operations leadership in Devon, including how she re-entered the workforce after five years at home, the shift from culture activities to a culture of consistency, and what she's learned from reshaping the Yellowtail team for growth. From DIY to leadership, tech overwhelm to team kindness, this episode is packed with practical takeaways for owner-managers serious about building a better business. 🎧 A must-listen for anyone navigating change, culture, or team growth in a modern advice firm. Follow The Financial Planning Club The Financial Planning Club Website
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| Nick Hutchings - Rock Wealth | 11 Aug 2025 | 00:57:23 | |
This week on The Financial Planning Podcast, host Lewis Byford is joined by Nick Hutchings, Chartered Financial Planner and founder of The Retirement Lounge. Nick didn't set out to run his own firm, but after years of cultural misalignment and compromise, he decided to create a business that fits his life and values. In this episode, he shares how he found his niche in later life advice, why outsourcing is key to his model, and how being authentic has transformed the way he works. From school struggles to SOLLA accreditation, this is a refreshingly honest take on lifestyle firms, freedom, and designing work around the life you actually want. 🎧 Whether you're DA, AR, or just rethinking the way you run your business this one will resonate. | |||