Financial Planner Life Podcast

Sam Oakes
  • 5.0 (1)
  • Careers
  • Updated Weekly

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-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam then worked as the Head of Creative for Hoxton Wealth in Dubai, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm before leaving Hoxton Wealth in 2025 to focus purely on financial planner life podcast and the financial planner life creative studio helping product/service providers and financial planning firms build podcasts and video content into their social marketing strategies. Sam Oakes has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. He sees himself as a partner to the financial planning profession and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.  Please reach out to sam oakes directly on sam@financialplannerlife.com if you would like to be a guest on this podcast or build a strategic advertising partnership.  We welcome product and service providers that want to promote their product, services or tech to financial planners as well as companies who want to attract talent (recruitment ) to their financial planning company. 

  1. 1d ago

    From Financial Planning Degree To Head Of Advice In Dubai

    Rebecca Ellis became a Chartered Fellow in her early twenties, but becoming a financial adviser wasn’t her immediate next step. Today, she is Head of Advice at Titan Wealth International in Dubai, with experience spanning technical financial planning, paraplanning, international advice, operations and leadership. In this episode of the Financial Planner Life Podcast, in partnership with Titan Wealth, Sam Oakes speaks with Rebecca about her career journey and the range of opportunities available within financial planning. Rebecca initially studied accounting and finance at university before switching to a financial planning degree. The course provided exemptions towards her professional qualifications and helped her progress towards Chartered and Fellow status. However, qualifications didn’t automatically make her feel ready to advise clients. Instead, Rebecca built experience through administration, paraplanning and technical financial planning. They discuss the difference between technical knowledge and real-world confidence, the value of developing depth early in a career and whether young professionals feel pressure to progress too quickly. Rebecca also reflects on the importance of female role models. Working alongside a successful female adviser who had progressed through administration and paraplanning helped her see what was possible in a profession where women remain underrepresented. After moving from the UK to Dubai, Rebecca developed a career in international and cross-border financial planning. She explains the complexities of working with internationally mobile clients who may live in one country, hold assets in another and eventually return to the UK, as well as the importance of technical expertise and collaboration across jurisdictions. The conversation also explores Rebecca’s role at Titan Wealth International. Her responsibilities now extend beyond technical advice and supporting financial planners to include operations, business integration, acquisitions and wider group initiatives. Rebecca has participated in Titan Wealth’s Next Generation Leaders programme, and completing an MBA has strengthened her interest in business strategy and leadership. This episode challenges the idea that becoming a financial adviser is the only career destination in financial planning. Opportunities also exist in paraplanning, technical advice, operations, proposition development, leadership, strategy and international planning. In this episode we discuss: • Financial planning degrees and apprenticeships • Becoming Chartered early in your career • Qualifications versus real-world experience • Administration, paraplanning and technical planning careers • Women and female leadership in financial planning • Moving from the UK to Dubai • International and cross-border financial planning • Working with internationally mobile clients • Careers at Titan Wealth International • Titan Wealth’s Next Generation Leaders programme • Moving into business strategy • Career opportunities beyond becoming a financial adviser  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    From Financial Planning Degree To Head Of Advice In Dubai

  2. 4d ago

    From IFA Network To Directly Authorised - One Financial Solutions Next Chapter!

    After 13 years inside a financial advice network, Wayne Griffith and One Financial Solutions have become directly authorised by the FCA. But what does it really take to become a directly authorised financial advice firm? How long does FCA authorisation take, what are the risks, and when is the right time to leave a network? Wayne joins Sam Oakes on the Financial Planner Life Podcast to share the full story behind One Financial Solutions becoming directly authorised. The process took around 18 months, including nine months of preparation followed by a demanding nine-month FCA application. Wayne speaks honestly about the interviews, capital adequacy requirements, compliance responsibilities and the steep learning curve that comes with taking full accountability for a financial advice business. He also explains why the FCA was far more supportive than he expected and how compliance consultancy 360 helped prepare the business for direct authorisation. Why did One Financial Solutions become directly authorised? For Wayne, it came down to greater control, accountability and agility. He wanted the freedom to shape the firm’s investment proposition, decide which advisers joined the business, develop future advisers and build a privately owned company capable of creating long-term wealth for its people. This is not an attack on financial advice networks. Wayne explains why networks remain essential, particularly for new advisers and smaller firms that need a “business in a box.” After 13 years of support, One Financial Solutions had simply reached a stage where its ambitions required greater independence. In this episode, we explore: • How to become directly authorised by the FCA • How long the FCA authorisation process can take • The true cost and responsibility of becoming directly authorised • The difference between a directly authorised firm and an appointed representative • Why financial advice networks remain valuable • Capital adequacy, compliance and FCA interviews • Building a centralised investment proposition • Creating generational wealth for financial advisers • One Financial Solutions’ plan to grow to 100 advisers • Training trainee and junior financial planners • Why new advisers should learn marketing and build a niche • Neurodiversity within financial planning firms • How AI could change administration, paraplanning and client service Should your financial advice firm become directly authorised? Wayne’s answer is clear: direct authorisation is not automatically better. It depends on the size, experience, resources and long-term ambitions of the business. A network can provide valuable protection and infrastructure. Direct authorisation provides greater control, but also places far more responsibility on the firm and its leadership team. If you are considering leaving a network, applying for FCA authorisation or joining a growing directly authorised financial advice firm, this episode gives you a refreshingly honest view of what lies ahead. CHAPTERS 00:00 Wayne Griffith’s big announcement 01:10 Why One Financial Solutions became directly authorised 02:19 Working with the FCA and 360 04:40 Why financial advice networks are valuable 06:17 When a network may stop fitting your business 07:50 Control, accountability and generational wealth 12:00 The reality of the FCA application process 14:10 Training the next generation of advisers 20:24 Marketing, lead generation and building a niche 23:55 Neurodiversity in financial planning 30:36 AI, upskilling and serving the mass market 34:24 The future of One Financial Solutions 42:49 The Hundred Club growth plan 48:28 How to contact Wayne Griffith Learn more about One Financial Solutions at www.onefinancialsolutions.co.uk  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    From IFA Network To Directly Authorised - One Financial Solutions Next Chapter!

  3. Aug 20

    The Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis

    Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s newspaper.  The idea dates back to a reference Trevor found from the London Evening Standard, a clock face marking out stages of the economic cycle: recession, recovery, late cycle, slowdown, each paired with the assets that historically perform well there. The problem, he explains, is that confirming exactly where you sit on that clock in real time is nearly impossible. Recessions are usually only confirmed months after they start, by which point markets have already moved on without you. Rather than guessing, Trevor's team at Royal London reads growth and inflation directly to estimate the current position. Falling inflation paired with strengthening growth points to recovery, favouring stocks. A slowdown paired with rising inflation points to stagflation, favouring commodities. This year, that reading has pointed to stagflation, with tensions in the Middle East cited as the driver, and it feeds directly into the team's daily tactical positioning. The conversation also brings in Robin Ellis, Director of Portfolio Management at St. James's Place, who talks through how Saint James's Place selects and vets the fund managers advisers ultimately rely on. He's candid about a trap he fell into earlier in his career, mistaking a confident conference speaker for a genuinely strong investment process, and why SJP now runs a weekly adviser podcast and curates its annual investment conference specifically to avoid that mistake. Trevor also explains why the phrase "passive multi-asset" doesn't really make sense to him, since clients rarely come to an adviser asking for a specific asset class, they come with a savings goal and a risk appetite that needs blending into a portfolio, not a label. Key takeaways from this episode: How the investment clock framework has been used to read markets since the 1930sWhy knowing exactly where you are in the economic cycle in real time is nearly impossibleHow Trevor's team uses growth and inflation indicators instead of guessworkWhy this year's read has pointed to stagflation, and what that means for portfolio positioningWhy Trevor believes "passive multi-asset" is a phrase that doesn't really hold upWhy a great conference speaker isn't always a sign of a great investment teamHow St. James's Place vets and curates the fund managers advisers ultimately rely onWhy SJP runs a weekly adviser podcast alongside its annual investment conferenceThis episode is for financial advisers who want a clearer framework for reading market cycles, and for anyone curious about how professional portfolio managers actually separate a good pitch from a genuinely good process. Learn more about Royal London Asset Management at royallondon.com , and about St. James's Place at sjp.co.uk.  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    The Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis

  4. Aug 17

    This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance

    Think about it like Netflix, but for CPD. That's how David Tait, of Redmill Advance, describes the platform he's built for financial advisers, back on this week’s episode to talk through it.  Rather than static articles followed by a handful of multiple-choice questions, the platform's content is genuinely interactive: cards to flip, embedded videos you have to engage with, and many tests to work through along the way, specifically so advisers actually retain what they've studied rather than just logging hours. Firms can also automate the rollout of mandatory training across the year, spreading modules like AML, TCF, and whistleblowing training out on a schedule rather than leaving it to individual advisers to remember, a separate but equally practical piece of what the platform handles. Most advisers treat their annual CPD hours as a box to tick, something to squeeze in whenever there's time, often right before the deadline. David Tait sees that as backwards. His actual advice is to commit to three or four hours a month, every month, aiming each session at whatever gap in your knowledge is most relevant to the clients you're currently working with, rather than treating all 35 hours as one undifferentiated pile to clear at the last minute. David also talks through who actually uses the platform, a genuinely wide range, from four or five person practices right through to some of the largest financial services organisations in the UK, including SJP, Quilter, and Openwork. Larger firms tend to take the fully white-labelled version, everything branded in their own name, while smaller firms typically use the Redmill-branded platform instead, with the same content and reporting tools underneath either way. Key takeaways from this episode: Why David compares his platform to Netflix, and what that actually means in practiceWhy Redmill Advance's content is built to be interactive rather than a standard read-and-answer formatHow firms can automate the rollout of mandatory training like AML and TCF across the yearWhy David tells advisers never to cram their CPD hours at the end of the yearWhat a good monthly CPD strategy actually looks likeWhy the true purpose of CPD is staying sharp for clients, not just hitting a number of hoursWhat size firms actually use the Redmill Advance platform, from small practices to major UK namesThe difference between the white-labelled and Redmill-branded versions of the platformThis episode is for financial advisers who treat CPD as an annual scramble, and for firm owners and compliance leads evaluating whether their current training setup is actually working. Learn more about Redmill Advance at redmilladvance.com.  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance

  5. Aug 13

    You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed

    Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job entirely alone, while her client bank was still small. She lays out exactly what that year looked like in conversation with Sam Oakes this week Laura Fordham's route into financial planning wasn't planned. She started out on maternity cover in an admin role at Barclays Wealth, and it was proximity to the financial planning job , printing client packs and greeting people in the office, that first got her curious about the profession. From there she trained through the St. James's Place Academy, deliberately choosing to stay client-facing rather than build a partner practice of her own, and later moved into an independent firm,  before they were eventually acquired by  Titan Wealth. Laura is candid about how tough the early years actually were. Building a client bank from scratch inside a heavily regulated industry took what she describes as an "eat what you kill" mentality: real drive, real setbacks and small wins that made the whole thing worth it.  She's just as direct about what came later: leaving St. James's Place for independence, learning how to build professional connections with accountants and solicitors without ever resorting to a hard sell, and the responsibility of inheriting clients through acquisition who never chose her as their adviser in the first place. The conversation closes on a wider industry issue.  Only around 16% of financial planners are women, and Laura shares her own view on why more women should consider the career, along with what she's doing within her own client base to encourage more engagement from  the female clients in the couples that she looks after. Key takeaways from this episode: How an admin role at Barclays Wealth led Laura into financial planning, almost by chanceWhat building a client bank from nothing demandsWhy Laura chose to stay client-facing rather than build her own businessHow to build professional referral connections without a hard sellWhat it takes to win over clients who arrive through acquisition rather than their choiceOnly around 16% of financial planners are women and what Laura believes needs to changeLearn more about Titan Wealth at www.titanwealth.com. Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed

  6. Aug 6

    From Level 4 To Chartered Financial Planner - Is It Worth It?

    Lewis Prosser has spent years myth-busting what it takes to go chartered. He is joined this week by David Tait of Redmill Advance. Lewis runs the St. James's Place programme supporting advisers from Level 4 through to Chartered status, and one of the most common myths he encounters is the assumption that becoming a Chartered Financial Adviser requires five years of experience, specifically as a financial adviser.  Interestingly, Lewis has  never advised a client himself, yet he’s chartered, a fellow across three professional bodies, and holds a master's degree in finance. In this conversation, alongside David, he unpacks the real data behind whether becoming Chartered is worth pursuing at all, including a 2025 market survey showing chartered financial planners earn 31% more income than Level 4 advisers (around £30,000 a year in real terms), and an average 50% increase in business linked to going chartered. Lewis also reveals that he actually found becoming a Fellow easier to achieve than Chartered and thinks that's wrong, arguing the Fellowship should demand more from candidates, not less. Beyond the numbers, Lewis walks through the credit system behind becoming chartered, his own hacks for getting there faster, and why the process requires three years of recorded CPD. He shares how a study text would switch him off after a couple of pages, how he leaned on audio and video learning instead, and how a realistic two-to-three-year plan with mentors got him through it: sacrifices, rugby, and all.  David also shares how Redmill Advance is using AI avatars to keep training current and scalable for a growing population of advisers working towards Chartered. Key takeaways from this episode: Why the five-year experience requirement for Chartered doesn't have to be as a financial adviserWhy chartered financial planners earn 31% more income than Level 4 advisers, according to a 2025 market surveyWhy becoming chartered is linked to a 50% increase in business on averageWhat actually changes between Level 4 and Level 6 qualificationsThe credit system behind Chartered, and Lewis's sequencing hacks for getting there fasterWhy Lewis found Fellow easier to achieve than Chartered, and why he thinks that's backwardsHow the SJP and University of Gloucestershire master's programme works for chartered advisersHow Redmill Advance is using AI avatars to help scale training for advisers working towards CharteredThis episode is for financial advisers weighing up whether to pursue Chartered or Fellow status, and for training providers and firms thinking about how to structure long-term professional development. Learn more about St. James's Place at www.sjp.co.uk, and about Redmill Advance at www.redmilladvance.com. Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    From Level 4 To Chartered Financial Planner - Is It Worth It?

  7. Aug 3

    Why Financial Advisers Shouldn’t Sign Long-Term AI Contracts - Hardy Michel From Marloo

    Hardy Michel is the founder of Marloo, an AI tool for financial advisers, and one of the most unusual things you'll hear him say as a tech founder, is that he'd rather you didn't sign a long-term contract for AI - even though it works against him commercially! Spending years working behind the scenes at retail investing platforms, Hardy Michel watched the same pattern play out again and again: people wanting to do the right thing with their money, then panicking and getting it wrong the moment markets got volatile. That observation, more than any grand plan, is what eventually led him to found and build "Shares" in New Zealand, which grew to over 20% of the country's population as users and 250 employees, and later Lightyear, launched across 22 European countries. Rather than build another consumer-facing platform, Hardy chose to focus on advisers directly.  He and his co-founder spent six months embedded inside advice firms across the UK and Australia researching the profession before building Marloo, shadowing every role from managing director to paraplanner to understand exactly where time and energy were being lost. What that research surfaced was a profession where a single one-hour client meeting can generate ten hours of follow-up work. Hardy says Marloo can cut an annual review report from 3 hours down to 20 minutes. The conversation also covers a candid warning: Hardy tells advisers not to lock into long-term AI contracts, even though it works against Marloo's own commercial interest, because he's seen firms overpromised and under-delivered by competitors who don't keep pace. He also addresses how Marloo handles client data differently to advisers using ChatGPT or Claude directly, and where he sees AI fitting alongside, rather than replacing, a firm's CRM. Key takeaways from this episode: Why Hardy believes the real gap in financial advice is access, not qualityHow a one-hour client review meeting can generate ten hours of follow-up adminWhy Hardy says Marloo can cut an annual review report from three hours down to 20 minutesWhy Hardy and his co-founder spent six months researching inside advice firms before building MarlooWhy Hardy advises against long-term AI contracts, even though Marloo only offers monthly onesHow Marloo's data handling differs from advisers using ChatGPT or Claude directlyWhy Hardy sees AI as a complement to a firm's CRM, not a replacement for itThis episode is for financial advisers and firm owners weighing up whether an AI tool is worth adopting, and for anyone curious about the research that goes into building software for a profession this heavily regulated. Visit https://www.marloo.com/us  to try Marloo. Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    Why Financial Advisers Shouldn’t Sign Long-Term AI Contracts - Hardy Michel From Marloo

  8. Jul 30

    How A Mortgage Adviser Built A Predictable Income As A Financial Planner

    Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in funds under management in 18 months, without ever fully stepping away from the mortgage business she'd run for 15 years. In this episode, Natalie explains why a transactional mortgage career, however loyal her 1,200-client bank was, left her wanting something more predictable, and what it actually took to build financial planning on top of it rather than instead of it. Natalie talks through passing the CII Investment Advice Diploma in under a year while still running that mortgage business solo, and training through the St. James's Place Academy while continuing to submit mortgage applications in the evenings and on breaks. She describes the support that got her through those first months as a new financial planner, including a business development manager she'd sometimes speak to daily and an administrative specialist who had her submitting business from day one, and how she methodically worked back through her existing client bank and added mortgage-introducer partnerships to grow from £40,000 to £6 million in funds under management through organic growth alone. She also talks about the moment a client realises they can retire years earlier than they thought, what it took to keep building a business through a genuinely hard period in her own life, and what winning the Mike Wilson Award meant to her after 18 months of work. Key takeaways from this episode: Why Natalie kept her mortgage business running while training as a financial plannerHow she passed the CII Investment Advice Diploma in under a year while running that business soloWhat day-to-day support from a St. James's Place business development manager and administrative specialist looked likeHow she rebuilt momentum with her existing 1,200-client mortgage bankHow a mortgage-introducer partnership became a steady source of new businessHow she grew from £40,000 to £6 million in funds under management in 18 monthsWhat winning the Mike Wilson Award meant to her, and the resilience behind itThis is an episode for mortgage advisors weighing up whether financial planning is the right next move for them, and for newer financial planners looking for a practical blueprint on client conversion and introducer relationships. Learn more about St. James's Place at www.sjp.co.uk  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Want to appear on the Financial Planner Life podcast? Reach out to ceri@financialplannerlife.com Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

    How A Mortgage Adviser Built A Predictable Income As A Financial Planner
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About

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-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam then worked as the Head of Creative for Hoxton Wealth in Dubai, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm before leaving Hoxton Wealth in 2025 to focus purely on financial planner life podcast and the financial planner life creative studio helping product/service providers and financial planning firms build podcasts and video content into their social marketing strategies. Sam Oakes has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. He sees himself as a partner to the financial planning profession and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.  Please reach out to sam oakes directly on sam@financialplannerlife.com if you would like to be a guest on this podcast or build a strategic advertising partnership.  We welcome product and service providers that want to promote their product, services or tech to financial planners as well as companies who want to attract talent (recruitment ) to their financial planning company. 

Information

  • Creator
    Sam Oakes
  • Years Active
    2020 - 2026
  • Episodes
    298
  • Rating
    Explicit
  • Copyright
    © 2026 Financial Planner Life Podcast
  • Show Website
    Financial Planner Life Podcast

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