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Financial Planner Life Podcast

Sam Oakes
Financial Planning
Career Development
Mentorship
Foster Denovo
Generative AI
Stakeholder Community
Financial Advice
High Performance Mindset
Recruitment
St James's Place Academy
Innovation
St James's Place
B Corp
Networking
Entrepreneurship
Technology In Financial Services
Altor Wealth Management
Apprenticeships
Motor Neurone Disease
Women Divorcing Ceos

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... more

PublishesWeeklyEpisodes258Founded6 years ago
Number of ListenersCategories
EntrepreneurshipCareersBusiness

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Artwork for Financial Planner Life Podcast

Latest Episodes

In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay ... more

In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford.

We hear how Emma transitioned from redundancy to a qualified f... more

This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Rosie shares her inspiring 26-year journey from her early days in bank management, through corporate em... more

This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client bas... more

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Recent Guests

Tammy Salmon
Financial advisor at Salmon Financial Planning and advocate for female representation in finance.
Salmon Financial Planning
Episode: Life as a Hyper Local Female Financial Planner in Bishop’s Stortford
Rosie Hooper
Chartered Fellow Financial Planner at Quilter Cheviot
Quilter Cheviot
Episode: How to Build a Referral-Driven Financial Planning Business with Rosie Hooper
Kanishk Swarup
Founder of Compound Wealth Planning, former equity derivatives trader
Compound Wealth Planning
Episode: From the Trading Floor To Financial Planner with £70 Million AUM
Andrew Spence
Co-founder of Aspen and advocate for differentiation in wealth management.
Aspen
Episode: Active vs Passive investing: A Pointless Debate for Financial Planners?
Rebecca Bidwell
A current student at the St. James's Place Academy and former lawyer.
Queensbury Financial Advisers
Episode: How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
Gary Paul
Academy Relationship Manager who facilitates group learning.
St. James's Place Academy
Episode: How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
John Smith
Technical Manager at Redmill who helps provide digital learning support.
Redmill Advance
Episode: How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
Lawrence Bearman
Self-employed Chartered Financial Planner
Westminster Wealth Management
Episode: Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
Russell Cook
Senior Partner at Foster Denovo with 20 years of experience in financial planning
Foster Denovo
Episode: “Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special

Host

Sam Oakes
Host of the Financial Planner Life Podcast, passionate about educating and supporting professionals in the financial sector. With over 20 years of experience in financial services, Sam has a background in recruitment and has transitioned to creative roles in content development for financial planning firms.

Reviews

4.7 out of 5 stars from 114 ratings
  • Please sort the sound out

    Sound quality has made this unlistenable

    Apple Podcasts
    1
    patchey1000
    United Kingdoma year ago
  • Great listen!

    Great podcast to listen to and some really brilliant guests so far! Have enjoyed listening to many of the conversations Sam has had with interesting people in the industry.

    Great work Sam and thanks for sharing!

    Apple Podcasts
    5
    M_Holder95
    United Kingdoma year ago
  • Great all round informative podcast

    Covers everything in UK and now offshore financial planning life, from starting out to everyday issues and selling your business to management buy outs.

    Anybody starting out or in the early stages of your career, many pearls of wisdom from people that have done and are doing it.

    Gives you access to what’s working, how successful planners are achieving results and what mistakes they have made along the way. What more could you really want?

    Apple Podcasts
    5
    Julian Baker
    United Kingdoma year ago
  • 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.

    Thank you for a fantastic podcast!

    Apple Podcasts
    5
    Adjoho97
    United Kingdom2 years 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 Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some reviews mention that the podcast provides useful career tips and personal development advice for those new to the financial services industry.
A few critiques have been made regarding the sound quality in earlier episodes, but the overall feedback remains overwhelmingly positive.
The podcast is highly regarded for its honest portrayal of the financial planning profession, with many listeners commenting on the relatability of guests' stories.
Many listeners appreciate the engaging conversations and valuable insights shared by guests, finding the discussions to be both informative and inspiring.
Audience members often highlight the quality of the host's interviewing skills, noting that the conversations feel authentic and engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#15
United Kingdom/Business/Careers
Apple Podcasts
#250
United Kingdom/Business
Apple Podcasts
#237
China/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: What does the future look like for you?
James plans to continue building client relationships and expanding his client bank with the support of Foster Denovo.
He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: What route did you go down in your first entry into financial planning?
James decided to go self-employed to maintain control over his career and client relationships.
He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: So what happened? Did you become one?
James transitioned into financial planning after taking the redundancy and completing his exams.
He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: What was your story?
James shares his journey from working as a cashier to becoming a financial planner after redundancy.
Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time
Q: What motivates you in your life to do the things that you actually do?
Definitely the kids, and that's very cliché. It's because of my mom being a single mom and wanting to give my kids everything.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Financial Planner Life Podcast

What is Financial Planner Life Podcast about and what kind of topics does it cover?

This podcast offers an intimate exploration of the financial planning profession, featuring candid conversations with guests who share their personal and professional journeys. Episodes cover a wide range of topics from mindset and motivation to health, wellbeing, and the importance of diversity and inclusion in the field. The podcast distinguishes itself by hosting individuals at different career stages, including financial planners, business owners, and paraplanners, ensuring a diverse array of insights and experiences that can educate and inspire listeners considering entering the sector. It invites those with an interest in financial advice to learn more about the intricacies of the industry and what a career in this field entails.

Where can I find podcast stats for Financial Planner Life Podcast?

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How many listeners does Financial Planner Life Podcast get?

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What are the audience demographics for Financial Planner Life Podcast?

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How many subscribers and views does Financial Planner Life Podcast have?

To see how many followers or subscribers Financial Planner Life Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Financial Planner Life Podcast?

These podcasts share a similar audience with Financial Planner Life Podcast:

1. TRAP: The Real Adviser Podcast
2. The Meaningful Money Personal Finance Podcast
3. The Money To The Masses Podcast
4. AJ Bell Money & Markets
5. Making Money

How many episodes of Financial Planner Life Podcast are there?

Financial Planner Life Podcast launched 6 years ago and published 258 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Financial Planner Life Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Financial Planner Life Podcast?

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What guests have appeared on Financial Planner Life Podcast?

Recent guests on Financial Planner Life Podcast include:

1. Tammy Salmon
2. Rosie Hooper
3. Kanishk Swarup
4. Andrew Spence
5. Rebecca Bidwell
6. Gary Paul
7. John Smith
8. Lawrence Bearman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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