Explore every episode of the podcast The Financial Planning Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Ben Edwards - Albion | 18 Nov 2025 | 00:45:43 | |
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. | |||
| Chris Hindle & James Mackay - Frazer James | 11 Nov 2025 | 01:08:57 | |
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. | |||
| Podcast on Tour! Verve Evolution 2025 - Nick Green | 08 Oct 2025 | 00:14:18 | |
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:
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.
| |||
| Podcast on Tour! Verve Evolution 2025 - Keith Hare | 08 Oct 2025 | 00:13:33 | |
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.
| |||
| Podcast on Tour! Verve Evolution 2025 - Keith Boyes | 08 Oct 2025 | 00:14:43 | |
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:
If you're thinking about going solo, scaling smart, or simply building a firm that feels like you, this one's packed with insight. | |||
| Podcast on Tour! Verve Evolution 2025 - Frederika Clay | 08 Oct 2025 | 00:11:44 | |
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. | |||
| Podcast on Tour! Verve Evolution 2025 - Chris Miles | 08 Oct 2025 | 00:13:28 | |
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. | |||
| Gabriella Peters - Saturn AI | 06 Oct 2025 | 00:47:52 | |
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. | |||
| Mark Wintle - WAY Trustees | 29 Sep 2025 | 00:43:41 | |
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. | |||
| Podcast on Tour! Verve Evolution 2025 - Steven Rowe | 26 Sep 2025 | 00:15:24 | |
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.
| |||
| Podcast on Tour! Verve Evolution 2025 - Ryan Milne | 26 Sep 2025 | 00:14:29 | |
In this Podcast on Tour episode, we chat with Ryan Milne, Senior Partner at Kate Bailey Financial Planning, about what it really looks like to build a long-term career in financial advice starting from the age of 16. Ryan shares his journey from an apprenticeship at Prudential to becoming a partner in an established firm, how he's overcome self-doubt, and why he's passionate about making financial planning more visible and accessible in his local community. It's a powerful reminder that the next generation of planners are already here and they're shaping the future. A brilliant listen for anyone building a career, a client base, or a business they want to be proud of. | |||
| Podcast on Tour! Verve Evolution 2025 - Kate Phillips | 26 Sep 2025 | 00:13:08 | |
In this Podcast on Tour episode, we're joined by Kate Phillips, Head of Sales at Timeline, for an open, upbeat conversation on what's really going on inside advice firms today. Kate shares her journey into the profession, why she's passionate about making financial planning more inclusive, and the work she's doing to support women across the sector. From information overload to the power of finding your tribe, this chat goes beyond product talk and gets to the heart of what helps advisers thrive, both in business and in life. Packed with energy, honesty and ideas, this one's well worth a listen. | |||
| Dennis Harhalakis - The Money Coaching Institute | 27 Oct 2025 | 00:48:02 | |
In this episode, Lewis is joined by Dennis Harhalakis, Certified Money Coach, trainer, and founder of Cambridge Money Coaching, for a powerful conversation on the emotional side of financial advice. With over 30 years of experience in financial services, Dennis now helps professionals and clients understand the deep-rooted beliefs that drive money behaviour. From childhood messaging to emotional blocks, Dennis reveals why even the most experienced advisors can struggle to connect with clients on a deeper level and what to do about it. They explore how money coaching builds better conversations, strengthens relationships, and helps advisors finally feel confident asking for fees, guiding transitions, and supporting real change. | |||
| Podcast on Tour! Verve Evolution 2025 - Justine Randall | 26 Sep 2025 | 00:19:10 | |
In this Podcast on Tour episode, we sit down with Justine Randall, Chief Commercial Officer at Tatton Investment Management, for an inspiring conversation on careers, culture, and creating meaningful change in financial services. Justine shares her journey from medical school dropout to industry leader, why she believes financial planning needs more transferable talent, and how Tatton is helping planners thrive without compromising their independence. From grassroots mentoring to AI innovation, this is a masterclass in doing business with purpose. One for anyone who loves this profession and wants to leave it better than they found it.
| |||
| Podcast on Tour! Verve Evolution 2025 - Freddie Winter | 26 Sep 2025 | 00:15:10 | |
In this episode of our Podcast on Tour series, we catch up with Freddie Winter, Director and Chartered Financial Adviser at Gratitude Financial Planning. Freddie shares what it's really like to go from adviser to business owner, from wearing every hat in the early days to learning how (and when) to outsource. He opens up about the challenges of staying visible on social media, the reality of hiring, and why building a lifestyle business around his young family is the goal right now. Real, relatable, and packed with lessons for any adviser running their own firm. It's a brilliant listen for anyone juggling growth and balance in their advice business. | |||
| Podcast on Tour! Verve Evolution 2025 - Paul Ravenscroft | 26 Sep 2025 | 00:13:01 | |
In this episode of our Podcast on Tour series, we sit down with Paul Raventscroft, Strategic Business Development Specialist at Intelliflo, to unpack what digital transformation really means for advice firms today. Paul shares his perspective on where tech can help (without getting in the way), why data quality is now crucial under the FCA's evolving expectations, and how firm owners can future-proof their operations without compromising their identity. This one's for anyone trying to make sense of systems, CRMs, AI and how to take the next step without the overwhelm. A calm, grounded voice in the noise of the tech revolution. Well worth a listen. | |||
| Podcast on Tour! Verve Evolution 2025 - Jonathan Newell | 26 Sep 2025 | 00:11:36 | |
In this episode of our Podcast on Tour series, we're joined by Jonathan Newell, Founder and CEO of BareRock, the business rewriting the rulebook on PI insurance. Jonathan talks about moving the sector out of the dark ages, why governance and culture matter more than product types, and how BareRock rewards great firms with practical, tailored support. He also shares the realities of launching a disruptive business, what he's learned from years in commercial insurance, and why surrounding yourself with the right people is non-negotiable. If you've ever dreaded PI renewal, this one might just change your mindset. | |||
| Podcast on Tour! Verve Evolution 2025 - Greg Moss | 26 Sep 2025 | 00:14:04 | |
In this episode of our Podcast on Tour series, we sit down with Greg Moss, Chartered Financial Planner and founder of his own advice practice, to talk about what happens when you shift from chasing new business to focusing on deep, meaningful client relationships. Greg shares the moment he realised the traditional employed route was no longer serving him and how he's designed a business around his version of success. From managing pressure to scale, to mentoring the next generation of planners, this conversation is all about defining success on your own terms. A must-listen for any adviser wondering if "bigger" really means "better." | |||
| Podcast on Tour! Verve Evolution 2025 - Cathi Harrison | 24 Sep 2025 | 00:15:28 | |
In this first episode of our Podcast on Tour mini-series, we're live at the Verve Evolution Conference in London, kicking things off with none other than Cathi Harrison, CEO of Verve. In this energetic chat, Cathi shares what it really takes to build a business that grows without grinding you down. From the power of delegation to the mindset shift from adviser to business owner, this one's packed with insight for firm owners ready to scale. If you're still wearing every hat in your firm, Cathy's advice might be exactly what you need to hear. Listen now and get inspired to do things differently. | |||
| Allen Johnson Coaching - National Fitness day special | 22 Sep 2025 | 00:40:55 | |
In this special episode of The Financial Planning Podcast, Lewis sits down with Allen Johnson — coach, speaker, and founder of Allen Johnson Coaching, to talk fitness, mindset, and the power of small changes. AJ helps career-driven parents and business owners ditch the dad bod, boost their energy, and lead by example, without giving up wine, chocolate, or a social life. | |||
| Nick Ryan - Pilot | 15 Sep 2025 | 00:51:40 | |
In this episode, Lewis is joined by Nick Ryan, IFA, business owner, and Co-Founder of Pilot, for a real-world conversation about tech, time, and the systems holding advice firms back. Nick shares the journey behind building Pilot, a new all-in-one CRM designed by advisors, for advisors. But this isn't just a tech story, it's about what happens when you stop firefighting and start thinking like a business owner. From scaling without over-hiring, to simplifying client journeys, Nick offers practical insight for any advice firm owner looking to reclaim their time and run a smoother, leaner business. He also reflects on how running two businesses (and being a parent) forced him to get ruthless about focus, systems and mindset. If you've ever felt buried in platforms, tasks or to-do lists, this one's for you. | |||
| Justine Randall - Tatton Investment Management | 08 Sep 2025 | 01:04:46 | |
In this episode, Lewis is joined by Justine Randall, Chief Commercial Officer at Tatton Investment Management, for a practical and inspiring conversation about how financial planning firms can scale without burning out. Justine shares her journey through financial services and explores what it really takes to grow a lean, profitable advice business. From the importance of outsourcing investment management, to the hidden cost of trying to do it all yourself, this episode is packed with perspective for advice firm owners. She also opens up about work-life rhythm, leadership, and how Tatton supports over 1,100 financial planning firms across the UK through collaborative, advisor-led partnerships. If you're serious about building a future-ready advice business, this one's for you. | |||
| 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
| |||
| Mark Livingston - Aspen | 20 Oct 2025 | 00:48:13 | |
In this episode, Lewis is joined by Mark Livingston, COO at Aspen, for a practical, honest conversation about the real operational challenges advice firms face when trying to grow and how the right investment partnership can help solve them. Mark shares his journey from asset management to the boardroom, how his process-first mindset shaped Aspen's offering, and why planners deserve more from their CIP providers. From scalable investment solutions to standout service, this is a deep dive into what great collaboration really looks like in 2025. If you're building a more efficient, client-focused advice business, this one's for you. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| Podcast on Tour! Verve Evolution 2025 - Laurie Jacques | 15 Oct 2025 | 00:13:52 | |
From pulling pints in a Working Men's Club to leading distribution at one of the fastest-growing platforms in financial services, Laurie Jacques' journey is packed with grit, perspective, and hard-earned lessons. In this episode, Laurie shares how he got his start, the leadership principles that have shaped his career, and why visibility and communication matter most especially when things go wrong. We talk about scaling Fundment from a team of 8 to over 60, the role of influencers in early growth, and how tech can and should replace complexity, not just digitise it. Laurie also shares sharp advice for both new and established advice firms: be honest, enjoy what you do, and stop settling for legacy systems just because they're familiar. A refreshingly grounded take on leadership, culture, and the future of platforms. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| 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. | |||
| 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 | |||
| 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. | |||
| 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
| |||
| 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. | |||
| Podcast on Tour! Verve Evolution 2025 - Nila Mistry | 15 Oct 2025 | 00:14:15 | |
Nila Mistry's journey into financial planning began in 1992, driven by instinct, resilience, and a desire to defy expectations. In this open and powerful conversation, Nila reflects on a career that's included working for Barclays Life, founding two businesses, navigating personal loss, and ultimately rediscovering her purpose through life planning. She shares what it really means to build a business around your life, why deep listening is the cornerstone of good financial planning, and how growth often begins with learning to ask for help. From family and mindset to tech stacks and trusting your intuition, this is a heartfelt and inspiring story of rebuilding and rising with clarity and courage. For anyone rethinking success or navigating growth, this one is not to be missed. | |||
| 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. | |||
| 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. | |||
| 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. | |||