The Financial Planning Podcast – Details, episodes & analysis

In this episode, Lewis is joined by Ben Edwards, Director and Senior Investment Analyst at Albion Strategic Consulting to discuss the power of investment partnerships, simplifying complexity, and building scalable advice firms.

They dive into the realities of wearing too many hats, the benefits of outsourcing to trusted partners, and why clarity and confidence in your investment approach are key to scaling with control.

From "Innovation Fridays" to the importance of values, this episode is packed with insight for firm owners who want to grow without losing what matters most.

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In this episode, Lewis is joined by Chris Hindle and James Mackey, co-founders of Frazer James, for a candid and inspiring conversation about building a modern, values-led advice business.

From bad dinners and good ideas to clear vision and even clearer communication, Chris and James share how they built a 100% remote firm that's now managing over £100m in assets. They talk openly about the reality of partnership, why defining roles early matters, and how tools like Traction helped them turn chaos into clarity.

They also discuss the small but powerful routines that keep their team connected, including a weekly motivational check-in that helps maintain focus, accountability, and morale across a fully remote business.

This episode is packed with insight for anyone growing a financial planning firm, from startup founders to seasoned business owners looking to scale sustainably.

If you believe great businesses start with great partnerships, this one's for you.

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In this episode, we dive into one of the most frustrating blockers in financial planning: the letter of authority process. Nick Green, from data integration specialists Criterion, joins us to explain how his team is tackling this long-standing issue and why collaboration is the key to moving forward.

Nick shares his perspective on:

• How technology is evolving to serve advisers more efficiently

• Why LOA processes are still so broken (and what's finally changing)

• The growing pressure to deliver cost-efficient advice in a hybrid, API-driven world

An insightful chat with someone working behind the scenes to drive real progress in the profession.

This one's for the planners who want admin to work smarter, not harder.

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After two decades helping financial planning firms scale, evolve and thrive, Keith Hare is now walking the talk. In this Podcast on Tour episode, we catch up with Keith as he prepares to launch Cadence Financial Planning, a new, AI-enabled advice firm rooted in purpose, clarity, and control.

Keith shares what it's like to go from consultancy to co-founder, why he's focused on building a business that empowers both clients and advisers, and the thinking behind everything from his recruitment strategy to his tech stack.

If you're thinking about what a modern, human-first firm looks like, or how to create a values-led business with true direction of travel, this conversation is packed with insight.

This one's for the planners who want to build with intention.

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In this episode, we sit down with Keith Boyes, Director and Financial Planner at Spentwell, to explore the realities of launching and growing a purpose-led financial planning firm. From his early days in Edinburgh (and a stint in Hong Kong) to building a business around clarity, community, and creativity, Keith shares the lessons he's learned over six years in business.

We dive into:

• The power of community when you're going solo

• Why niching is often something that finds you

• How sport shaped Keith's approach to building a strong team

• The strategy behind his award-nominated masterclasses

If you're thinking about going solo, scaling smart, or simply building a firm that feels like you, this one's packed with insight.

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In this Podcast on Tour episode, we chat with Fred, founder of her own financial planning firm, fresh off her first year in business. She opens up about the reality of launching a practice while raising a family, the lessons she's learned, and the support systems that helped her get there (spoiler: community is everything).

From the highs and lows of year one, to what it's really like navigating growth, hiring decisions, and charging reviews, this is an honest, thoughtful, and empowering listen for any planner building something of their own.

If you're in year one, or reflecting on your own journey, this one's for you.

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In this Podcast on Tour episode, we sit down with Chris Miles from SM Advice, a marketing and operational support firm built exclusively for financial advisers. Chris shares how their innovative use of BSL content and social scheduling is helping advice firms stay visible, inclusive, and connected to their audience, without burning out.

From mindset shifts and letting go of control to building a business that doesn't run you, this is a brilliant chat about scalable marketing, smart delegation and unlocking more time to focus on the bits you actually enjoy.

A must-listen for any advice firm owner who knows they should be doing more on social, but doesn't know where to start.

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In this episode, Lewis is joined by Gabriella Peters from the partnerships team at Saturn AI. With a background in science, Big Four experience, and a sharp eye on the future of advice, Gabby shares how Saturn is transforming financial planning firms from the inside out, helping to reduce admin, embed compliance, and free up time to focus on what really matters.

From her personal career journey to actionable insight for ops directors and owner-managed firms, this one's full of practical takeaways for firms navigating growth, AI and the future of advice. Oh and a healthy dose of padel vs. paddle debate thrown in.

If you're wondering what real AI integration can look like in your firm, start here.

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In this episode of The Financial Planning Club Podcast, Lewis is joined by Mark Wintle, Business Development Manager at WAY Trustees, award-winning estate planner, and former IFA with over 30 years in the profession.

Mark shares how advisers can naturally bring trusts into the conversation, what makes WAY's approach different, and why trust planning isn't just for the ultra-wealthy.

With a unique perspective from both sides of the advice process, Mark explains how smart estate planning drives better client outcomes, across generations.

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In this Podcast on Tour episode, we sit down with Steven Rowe, Director and IFA at Lucent Financial Planning, for a conversation that goes well beyond the technical side of advice. Steven shares how he's built a business around connection, from community events for retirees to building a team of 15 and stepping back from doing it all himself. With warmth, wit, and a dose of real talk, he opens up about the realities of growing a firm, managing stress, hiring too late, and what he'd do differently if he had to start again.

Down-to-earth, insightful, and quietly full of gold, this one's for every adviser who's building something that matters.

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