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Financial Planner Life Podcast

Sam Oakes

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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety e... more

PublishesWeeklyEpisodes172Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusinessCareers

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Artwork for Financial Planner Life Podcast

Latest Episodes

Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. more

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9 days ago

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 se... more

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21 days ago

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 equ... more

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a month ago

Financial Planner Life - Talent Attraction Partnership Special with St Jamess Place Academy - Join Today! more

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a month ago

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Reviews

4.8 out of 5 stars from 90 ratings
  • Brilliant resource for anyone in the profession

    The Financial Planner Life Podcast is an amazing resource for anyone in the profession. I have spent countless hours listening to the various conversations and have picked up loads of valuable tips. more

    Apple Podcasts
    5
    Adjoho97
    United Kingdoma month ago
  • Just brilliant

    If you want a good idea of what it’s like to be in this profession and you’re looking for a wide variety of opinions. This is a must listen. Sam is a superb interviewer, he really draws out the best from the guests and understands the journey

    Apple Podcasts
    5
    Skinnerguk
    United Kingdom3 months ago
  • Great podcast, host and team.

    Great host with a variety of guests with different experiences and views of the industry. As a young person within the industry it has allowed me to consider a range of views and helped me in understand the route I’d like to take. more

    Apple Podcasts
    5
    dillz145
    United Kingdom8 months ago
  • Review

    Thanks for all the work you've put out so far on the podcast. It's probably the go-to for people like me, I haven't come across a better educational source.

    Apple Podcasts
    5
    fufuka234
    United Kingdom9 months ago
  • Must listen for anyone considering joining the financial services industry

    I discovered the FPL podcast in early 2021 whilst looking at joining the financial services industry. The podcast gives honest insights and stories about how the industry works and why it is suitable for all and was a key factor for me accepting my first role. Two years later I am full time Paraplanning and have my Level 4 Diploma, having joined with no experience. more

    Apple Podcasts
    5
    BenAK95
    United Kingdoma year ago

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Financial Planner Life Podcast launched 4 years ago and published 172 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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