show episodes
 
A podcast series exploring new approaches to primary care, public health and public service delivery, supporting the 19 Hills Wellbeing Centre and community activities in Ringland, a small area in the east of Newport in south east Wales. We talk to colleagues and partners around the UK and beyond on how shifting to prevention, prioritising action on the Social Determinants of health and community-owned models of service delivery could change lives - and give staff a better job and purpose.
  continue reading
 
Artwork

1
The Mindful Banker

Wellbeing Capital Partners

Unsubscribe
Unsubscribe
Bulanan
 
We interview people in financial services who balance being successful in their careers and looking after their wellbeing. The purpose is to promote positive role models who challenge the stereotype of long hours, high stress, being aggressive and living a life of excess. You'll hear examples of how people manage their time, sleep, exercise, relationships and management style. The show is presented by performance coach Andy Hix.
  continue reading
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
  continue reading
 
Welcome to You, Me & CPG, the podcast brought to you by Haines McGregor, a brand strategy and innovation partner to some of the biggest and coolest brands in the world. Your host, Jamie Holtum, will take you beyond the label to uncover the brilliant minds behind your favourite products. This pod is about the personal as much as the professional - how do certain people in the industry rise so quickly? Make such creative impact? Do things with brands that we can just sit back and admire? We'll ...
  continue reading
 
Loading …
show series
 
Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…
  continue reading
 
Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …
  continue reading
 
Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
  continue reading
 
It takes years to make an overnight success, and when that success is sparked by your ‘first and only good idea’, you can’t help but think it’s something truly special. Moth Drinks boldly leads its category, flying the flag for the RTD market. At its helm, Co-Founder Rob Wallis has a laser focus on doing one thing well - and they do it so unbelieva…
  continue reading
 
Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
  continue reading
 
Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
  continue reading
 
Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
  continue reading
 
Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…
  continue reading
 
Let us know what you think of the show In this episode we speak with Pippa Britton OBE, Vice Chair of the Board of Aneurin Bevan University Health Board, Vice Chair of Sport Wales and double Paralympian for Great Britain. Pippa speaks about what integration of services could mean at a neighbourhood level and what effects this might have on experien…
  continue reading
 
Send us a text Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the benefits an…
  continue reading
 
Send us a text And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his motivations…
  continue reading
 
Send us a text Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and understandin…
  continue reading
 
Paul Thomas’ honesty is an unstoppable force; his truth might make for uncomfortable listening, but it’s the only way he knows. He’s amassed experience with Asahi, Guinness, Peroni and currently resides with Suntory, and has walked both sides of the client-agency line - so rare is it to hold so many insights within a single human brain… Paul joins …
  continue reading
 
Send us a text Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the p…
  continue reading
 
Send us a text Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry lands…
  continue reading
 
Send us a text Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its…
  continue reading
 
Send us a text Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about changing ca…
  continue reading
 
Send us a text Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including…
  continue reading
 
Send us a text Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, e…
  continue reading
 
Let us know what you think of the show In this episode we speak with Dr Matt Harris, Clinical Senior Lecturer in Public Health at Imperial College London, on how working overseas in low- and middle-income countries changed his perspective and practice and how such experiences, including in a partnership arrangement, could share learning, improve se…
  continue reading
 
Send us a text This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the…
  continue reading
 
Send us a text What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence …
  continue reading
 
Send us a text What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teac…
  continue reading
 
The more that creativity makes people feel, the more that they’ll buy, give, vote and do. That’s the sharp insight that can only be attributed to a powerhouse like John Kearon, a creative catalyst with a grip on the industry that few among us can comprehend. He joins us on a fascinating episode of You, Me & CPG, as we look at how decisions follow e…
  continue reading
 
Let us know what you think of the show In this episode we speak with Professor Jennie Popay, Professor of Sociology and Public Health at Lancaster University on why and how communities of interest or of place can, and should, be involved in the planning and evaluation of health services. Jennie leads us on a path of understanding the history of pub…
  continue reading
 
Send us a text What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares he…
  continue reading
 
Send us a text Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employ…
  continue reading
 
Send us a text We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already w…
  continue reading
 
Send us a text This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorci…
  continue reading
 
Send us a text Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a…
  continue reading
 
Send us a text When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so cruc…
  continue reading
 
Let us know what you think of the show In this 4th podcast episode of the series we interview Austin O'Carroll, an inner city GP in Dublin since 1997, founder of Safety Net Ireland, a charity working to improve healthcare access for people who are homeless, and co-founder of the North Dublin City GP Training programme aiming to recruit and train GP…
  continue reading
 
Send us a text Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure tro…
  continue reading
 
No industry is static, nor can it stand on its own - the coalescence of beauty with health proves just as much. Jess Glover remains on the forefront of such a movement, an aspirational marketer with roles formerly in Reckitt, L’Oreal, Coty and Haleon. Now continuing to forge her path with Biomel, she shares the key to why consumers want the best of…
  continue reading
 
Send us a text Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-pac…
  continue reading
 
There’s seldom a more admirable sight in FMCG than a relentless desire for the best; it’s a trait worth its weight in gold. James Dashwood Chase is an entrepreneur with pedigree, and his CV speaks volumes - Co-Founding Chase Distillery, Willys Apple Cider Vinegar, and Founder now of men’s health brand Baz & Co. Joining Jamie Holtum this week on You…
  continue reading
 
Send us a text St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner…
  continue reading
 
Send us a Text Message. Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative …
  continue reading
 
Tequila is among the fastest growing and most vibrant categories, with endorsements from famous faces pervading the space. It takes a keen eye, love of the spirit, guts and an equally bold Co-Founder to find a gap in the market just as Jack Vereker has with El Rayo Tequila. The brand has sprung into life to a stale space - Jack joins us to share ju…
  continue reading
 
Send us a text Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoe…
  continue reading
 
Let us know what you think of the show In our 3rd episode of the series we interview Dave Horton, former Co-Director of ACE (Action in Caerau and Ely - www.aceplace.org) on the story of how a small community-based organisation in the west of Cardiff has grown in size and impact through its application of an Asset-Based Community Development approac…
  continue reading
 
Entering the Dragon’s Den is often a real sink or swim moment, and under the pressure and watchful eyes of the nation, we saw Jasmine Wicks-Stephens shine. Exiting the infamous entrepreneurial amphitheatre with three Dragons’ backing, it’s their praise of Jasmine’s character that should draw your attention to the Founder of two fantastic brands, Fa…
  continue reading
 
Send us a text Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions,…
  continue reading
 
Send us a text Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his tran…
  continue reading
 
Send us a text Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession,…
  continue reading
 
Send us a text Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but b…
  continue reading
 
Let us know what you think of the show This 2nd episode of the Community, Health and Capital series interviews Mark Carter, a former social worker now Assistant Director for Children's Services at Barnardos covering south east Wales. Mark describes Baby and Me - a collaboration between local services and the third sector in Newport supporting paren…
  continue reading
 
Send us a text Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draw…
  continue reading
 
Since You, Me & CPG’s inception we’ve played host to some incredible guests with insights from the very top of the industry. Where better to collate the very best than in one very special episode… Episode 11 looks back on the masterful approaches to branding, leadership and career progression coming from the sector’s most prolific figures, from Dia…
  continue reading
 
Send us a text When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a co…
  continue reading
 
Loading …

Panduan Rujukan Pantas

Podcast Teratas