The Financial Planning Podcast – Details, episodes & analysis

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.

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Mentioned in this episode: Living a Life of Significance by Joe Jordan

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/

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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/

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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/

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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/

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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 

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/

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.

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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.

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Financial Planning Club Website 

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.

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The Financial Planning Club Website