Podcasts about Chartered

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 weekLaura 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 AdvanceWhether 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

Louisa Braywood: Women, Wealth and the Power of Human Connection In this episode of BWD In the Know, Ellie Corkill hosts the latest instalment of her mini-series, The Human Side of Wealth Management. Ellie is joined by Louisa Braywood, Investment Manager, for a conversation about financial confidence, authentic relationship-building and making investing feel more accessible to women. Louisa shares her unconventional journey into wealth management, beginning her career at just 18 and learning the industry from the ground up. She reflects on developing her technical knowledge, becoming Chartered and discovering that the client-facing, human side of investment management was where her real passion lay. In this episode, they discuss:Louisa's unconventional route into wealth management, starting her career at 18 and building confidence through experience and professional qualificationsWhy money is never just money, but represents family, freedom, security and the futureThe importance of empathy, emotional intelligence and understanding behavioural biases when supporting clientsHow AI and technology can make investing more accessible without replacing the value of human relationshipsWhy the investment gap is not a capability issue, but often a confidence and exposure issueInvolving both partners in financial conversations and supporting clients through divorce, bereavement and other significant life eventsRemoving unnecessary jargon and making conversations about money and investing easier to understandBuilding visibility through LinkedIn, personal brand and putting yourself outside your comfort zoneApproaching networking authentically and creating more engaging, inclusive professional eventsLouisa's ambition to become the person women recommend when they need support with their finances This is an open and engaging conversation about women and wealth, building genuine relationships and why the most effective investment management goes far beyond portfolios and performance. Whether you work in wealth management, are developing your career in the profession, or want to understand how investing can become more accessible, relatable and human, this episode is well worth a listen. Chapters00:00 Introduction to Louisa and episode overview02:54 Early career, qualifications, and client-facing roles07:05 The importance of technical knowledge and relationship skills10:49 Impact of AI and robo-advice on personalised service15:12 Encouraging women to invest and increasing financial confidence16:59 Changing industry perceptions and making finance accessible18:57 Supporting women through life transitions and emotional moments21:00 The importance of understanding clients' emotional backgrounds23:03 Addressing confidence gaps and social influences on women's investing24:49 The significance of early pension and savings education26:46 Learning from industry mentors and shadowing experiences28:54 Building relationships through in-person and virtual meetings31:02 Networking strategies and leveraging social media33:07 Hosting inclusive events and fostering community35:04 Differentiating oneself in a competitive industry36:55 Advice for less confident networkers and introverts39:11 Industry changes needed to attract more women40:51 Encouraging young women to pursue careers in finance43:02 Louisa's vision of success and personal branding44:57 Final advice to her younger self and closing remarks Hosted on Acast. See acast.com/privacy for more information.

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 AdvanceWhether 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

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 AdvanceWhether 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

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 AdvanceWhether 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

In this episode of the Meaningful Money Podcast, Pete Matthew talks to Chartered financial planner Adam Cockerham about his debut book, Your Money and Your Mind, and the powerful link between our mindset and our money. Adam explains why our financial decisions are shaped far more by how we interpret events than by the events themselves, and how a calmer, more rational mind helps you detach your well-being from your bank balance. Together they cover practical ways to master your money mindset, how to cut through the noise of the UK financial media and finfluencers, and why we so often approach risk emotionally rather than rationally. Essential listening for anyone in the UK who wants to build better money habits, invest with more confidence and plan for a financially secure future. Book: https://amzn.to/4hi5zbB *Affiliate Shownotes: https://meaningfulmoney.tv/session632  Video version of this podcast: https://youtu.be/AMuTXYtCLV0 

Dan Hobbs, CEO at New Leaf Distribution, joins Sam Oakes to talk about what building their own podcast has delivered for an IFA Network. He's joined by his father, Founder & Chairman of New Leaf Distribution, Mark Hobbs, whose own scepticism about podcasting turned around once it started outperforming close to £1,000,000 spent on Google Ads." In this episode, Dan and Mark explain why Mark was initially convinced podcasting was a gimmick, and what it took for Dan to change his mind. They talk about why New Leaf deliberately avoided the well worn topics every other network already covers, choosing instead to focus on what it is actually like to become an adviser and what happens in the silence after qualifying, when the phone stops ringing. The conversation also covers how New Leaf supports advisers through retirement and exit, including a striking story about completing a business sale with no contract in place after an adviser's death, and why New Leaf positions itself as a compliance thought leader rather than buying out its own advisers' client banks.Dan and Mark also share what happened after their very first guest, Kelsey Phillips, went live on the podcast, and why New Leaf's own advisers are now lining up, asking to be featured on the podcast.Key takeaways from this episode:Why most business podcasts fail, and what New Leaf built theirs around insteadHow Mark went from thinking podcasting was a gimmick to backing Dan's idea completelyWhy New Leaf avoids generic advice content in favour of what it is really like to become an adviserHow New Leaf supported an adviser's family through a business sale with no contract in placeWhy New Leaf positions itself as a compliance thought leader rather than buying its own advisers' client banksWhy New Leaf would rather a business stay within its own network than go to an M&A buyerHow Kelsey, New Leaf's first podcast guest, ended up with more development finance leads than she was ready forWhy New Leaf's own advisers are now asking to be featured on the podcastThis is an episode for anyone running a business in financial services, who is weighing up whether a podcast is worth the investment, and for any adviser starting to think about what their own exit from the profession might look like.Learn more about New Leaf at https://newleafdistribution.co.uk/ Financial Planner Life is sponsored by Redmill AdvanceWhether 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

Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent individuals in financial planning. Dan spent a decade as a regulated financial adviser, as well as a bank manager in his early twenties, before founding Neuro Sparks with his mother three years ago. He lives with ADHD, dyslexia and dyscalculia himself, and that experience now shapes every part of how he trains other financial planners.In this conversation, Dan explains what it was like navigating a career in financial services before he had the language for his own neurodivergence, and what changed once he understood it properly. He and David discuss why 15% of the population is neurodivergent, and why so many employers still are not equipped to identify or support that within their own teams. They also walk through Dan's own academic journey, from sitting his CII exams with a short term memory in the bottom 1% of the population, through to completing a level seven postgraduate certificate in neurodiversity at university - something he describes as the first time in his life he felt he could genuinely study.David shares how Redmill Advance builds neurodivergent support directly into training academies of up to 500 delegates at a time, including how trainers are taught to spot when someone is struggling and quietly adjust their approach without singling anyone out. Sam also shares his own ADHD diagnosis in detail, and how it changed the way he runs Financial Planner Life, once he understood his own way of working.Key takeaways from this episode:Why 15% of the population is neurodivergent and what that means for financial planning firms todayHow Dan built Neuro Sparks with his mother after a decade as a regulated financial adviserWhat it was like working in financial planning before Dan was diagnosed with ADHD, dyslexia and dyscalculiaHow Dan sat his CII exams with a bottom 1% memory What employers notice, and what they don't, when it comes to how their people thinkWhat reasonable adjustments actually mean under the Equality Act, and where the limits of "reasonable" sit for employersHow Redmill Advance tailors training for neurodivergent delegates inside academies of up to five hundred peopleWhy Sam decided to share his own ADHD diagnosis on the podcast, and what it changed about how he runs Financial Planner LifeThis is an episode for financial planning firms thinking seriously about how they support neurodivergent staff, for managers who want to spot the signs before someone reaches a crisis point, and for any financial planner who has ever wondered whether their own brain works a little differently to everyone else's.Learn more about Neuro Sparks Business Solutions at www.neurosparksolutions.com and Redmill Advance at www.redmilladvance.com/fpl Financial Planner Life is sponsored by Redmill AdvanceWhether 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

How do you grow a profession? It starts with building meaningful relationships. In this episode of the British Psychological Society Division of Coaching Psychology Podcast, Toy Odiakosa, National Outreach Lead, and Nathalie Lerotić Pavlik, International Outreach Lead, explore how strategic partnerships are helping to shape the future of coaching psychology across the UK and around the world. From collaborating with organisations across the four nations of the UK to developing international relationships with coaching psychology bodies in Europe, Africa, Asia and Australasia, this conversation highlights why outreach is about much more than networking. It is about strengthening professional standards, sharing knowledge, promoting evidence-based practice and creating opportunities for members to learn, collaborate and influence the future of the profession. The discussion also explores the unique challenges of building sustainable partnerships across cultures, time zones and professional landscapes, while reflecting on the exciting opportunities ahead for Coaching Psychology as an increasingly global discipline. In this episode, you'll discover: * Why national and international partnerships matter for Coaching Psychology * How the Division works with organisations across the UK and internationally * The growing global interest in Coaching Psychology and Chartered status * The role of evidence-based practice in strengthening professional recognition * Challenges and opportunities in building long-term collaborations * How members can contribute to the Division's outreach activities and international community Whether you're a Coaching Psychologist, researcher, practitioner or simply interested in how professions grow and evolve, this episode offers a fascinating insight into the relationships helping to shape the future of Coaching Psychology. If you have connections with coaching psychology organisations in the UK or overseas, or would like to become involved in the Division's outreach activities, the team would love to hear from you.

Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the international market, specialising in advising clients with US connections and US assets from his base in Dubai.He holds his UK chartered status alongside the Series 65 qualification, which makes him a registered investment adviser under the SEC, the US regulator. That means he can advise American expats living anywhere in the world, UK pension holders based in the US, and anyone navigating assets across both jurisdictions. It is one of the most technically demanding niches in financial planning, and it is exactly where he chose to specialise.In this episode of Financial Planner Life, Sam Oakes sits down with Matthew in Dubai to find out what that career actually looks like day to day. How he established credibility as a young adviser without years of experience behind him, and why getting your exams done early is the single best thing a young financial planner can do. How Covid changed the way international advice is delivered, making it possible to speak to clients across New York, Texas and San Francisco all in one evening without boarding a single flight. And what the One Titan philosophy actually means in practice, from following clients across borders as their lives change to having specialists in-house for almost every jurisdiction in the world.Titan Wealth International is expanding into the US with advisers on the ground, building the infrastructure to serve clients wherever in the world they end up.This is an episode for UK financial planners thinking about an international career, for anyone curious about what advising US-connected clients actually involves, and for anyone who wants to understand what a genuinely global financial planning business looks like.The episode's key takeaways:Why Matthew combined his UK chartered status with the Series 65 to advise US-connected clients internationallyHow knowledge compensates for lack of experience in client meetings and why young advisers should prioritise their examsHow Covid changed international financial planning delivery and what that means for advisers thinking about going globalWhat a 401k is and why so many sit dormant and unreviewed for international clientsWhat the IRA rollover actually means and why it matters for US clients with UK connectionsWhat One Titan means in practice and why a borderless financial planning business changes everything for internationally mobile clientsWhy Titan Wealth International is expanding into the US and what that means for financial planners considering an international careerIf you are a UK financial planner thinking about taking your career international, this is the episode to listen to.Learn more about Titan Wealth International at www.titanwealthinternational.comFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

In 1914 the British-built and Japanese-owned steamship Komagata Maru left Hong Kong for Vancouver carrying 376 Punjabi migrants. Chartered by railway contractor and purported rubber planter Gurdit Singh, the ship and its passengers were denied entry into Canada and two months later were deported to Calcutta. In Across Oceans of Law: The Komagata Maru and Jurisdiction in the Time of Empire (Duke University Press, 2018) Renisa Mawani retells this well-known story of the Komagata Maru. Drawing on "oceans as method"—a mode of thinking and writing that repositions land and sea—Mawani examines the historical and conceptual stakes of situating histories of Indian migration within maritime worlds. Through close readings of the ship, the manifest, the trial, and the anticolonial writings of Singh and others, Mawani argues that the Komagata Maru's landing raised urgent questions regarding the jurisdictional tensions between the common law and admiralty law, and, ultimately, the legal status of the sea. By following the movements of a single ship and bringing oceans into sharper view, Mawani traces British imperial power through racial, temporal, and legal contests and offers a novel method of writing colonial legal history. The conversation also covers how the book, published in 2018, has shaped the author's more recent work as well as how historical methods and approaches have evolved in the years since publication. Helen Dewar is an historian of the Atlantic World and French colonization in North America in the 17th and 18th centuries. She is a professor of history at the Université de Montréal (Québec, Canada) and the author of Disputing New France: Companies, Sovereignty and Law in the French Atlantic, 1598-1663 (McGill-Queen's University Press, 2022). Helen's institutional website Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

In 1914 the British-built and Japanese-owned steamship Komagata Maru left Hong Kong for Vancouver carrying 376 Punjabi migrants. Chartered by railway contractor and purported rubber planter Gurdit Singh, the ship and its passengers were denied entry into Canada and two months later were deported to Calcutta. In Across Oceans of Law: The Komagata Maru and Jurisdiction in the Time of Empire (Duke University Press, 2018) Renisa Mawani retells this well-known story of the Komagata Maru. Drawing on "oceans as method"—a mode of thinking and writing that repositions land and sea—Mawani examines the historical and conceptual stakes of situating histories of Indian migration within maritime worlds. Through close readings of the ship, the manifest, the trial, and the anticolonial writings of Singh and others, Mawani argues that the Komagata Maru's landing raised urgent questions regarding the jurisdictional tensions between the common law and admiralty law, and, ultimately, the legal status of the sea. By following the movements of a single ship and bringing oceans into sharper view, Mawani traces British imperial power through racial, temporal, and legal contests and offers a novel method of writing colonial legal history. The conversation also covers how the book, published in 2018, has shaped the author's more recent work as well as how historical methods and approaches have evolved in the years since publication. Helen Dewar is an historian of the Atlantic World and French colonization in North America in the 17th and 18th centuries. She is a professor of history at the Université de Montréal (Québec, Canada) and the author of Disputing New France: Companies, Sovereignty and Law in the French Atlantic, 1598-1663 (McGill-Queen's University Press, 2022). Helen's institutional website Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/south-asian-studies

In 1914 the British-built and Japanese-owned steamship Komagata Maru left Hong Kong for Vancouver carrying 376 Punjabi migrants. Chartered by railway contractor and purported rubber planter Gurdit Singh, the ship and its passengers were denied entry into Canada and two months later were deported to Calcutta. In Across Oceans of Law: The Komagata Maru and Jurisdiction in the Time of Empire (Duke University Press, 2018) Renisa Mawani retells this well-known story of the Komagata Maru. Drawing on "oceans as method"—a mode of thinking and writing that repositions land and sea—Mawani examines the historical and conceptual stakes of situating histories of Indian migration within maritime worlds. Through close readings of the ship, the manifest, the trial, and the anticolonial writings of Singh and others, Mawani argues that the Komagata Maru's landing raised urgent questions regarding the jurisdictional tensions between the common law and admiralty law, and, ultimately, the legal status of the sea. By following the movements of a single ship and bringing oceans into sharper view, Mawani traces British imperial power through racial, temporal, and legal contests and offers a novel method of writing colonial legal history. The conversation also covers how the book, published in 2018, has shaped the author's more recent work as well as how historical methods and approaches have evolved in the years since publication. Helen Dewar is an historian of the Atlantic World and French colonization in North America in the 17th and 18th centuries. She is a professor of history at the Université de Montréal (Québec, Canada) and the author of Disputing New France: Companies, Sovereignty and Law in the French Atlantic, 1598-1663 (McGill-Queen's University Press, 2022). Helen's institutional website Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/law

In 1914 the British-built and Japanese-owned steamship Komagata Maru left Hong Kong for Vancouver carrying 376 Punjabi migrants. Chartered by railway contractor and purported rubber planter Gurdit Singh, the ship and its passengers were denied entry into Canada and two months later were deported to Calcutta. In Across Oceans of Law: The Komagata Maru and Jurisdiction in the Time of Empire (Duke University Press, 2018) Renisa Mawani retells this well-known story of the Komagata Maru. Drawing on "oceans as method"—a mode of thinking and writing that repositions land and sea—Mawani examines the historical and conceptual stakes of situating histories of Indian migration within maritime worlds. Through close readings of the ship, the manifest, the trial, and the anticolonial writings of Singh and others, Mawani argues that the Komagata Maru's landing raised urgent questions regarding the jurisdictional tensions between the common law and admiralty law, and, ultimately, the legal status of the sea. By following the movements of a single ship and bringing oceans into sharper view, Mawani traces British imperial power through racial, temporal, and legal contests and offers a novel method of writing colonial legal history. The conversation also covers how the book, published in 2018, has shaped the author's more recent work as well as how historical methods and approaches have evolved in the years since publication. Helen Dewar is an historian of the Atlantic World and French colonization in North America in the 17th and 18th centuries. She is a professor of history at the Université de Montréal (Québec, Canada) and the author of Disputing New France: Companies, Sovereignty and Law in the French Atlantic, 1598-1663 (McGill-Queen's University Press, 2022). Helen's institutional website Learn more about your ad choices. Visit megaphone.fm/adchoices

In 1914 the British-built and Japanese-owned steamship Komagata Maru left Hong Kong for Vancouver carrying 376 Punjabi migrants. Chartered by railway contractor and purported rubber planter Gurdit Singh, the ship and its passengers were denied entry into Canada and two months later were deported to Calcutta. In Across Oceans of Law: The Komagata Maru and Jurisdiction in the Time of Empire (Duke University Press, 2018) Renisa Mawani retells this well-known story of the Komagata Maru. Drawing on "oceans as method"—a mode of thinking and writing that repositions land and sea—Mawani examines the historical and conceptual stakes of situating histories of Indian migration within maritime worlds. Through close readings of the ship, the manifest, the trial, and the anticolonial writings of Singh and others, Mawani argues that the Komagata Maru's landing raised urgent questions regarding the jurisdictional tensions between the common law and admiralty law, and, ultimately, the legal status of the sea. By following the movements of a single ship and bringing oceans into sharper view, Mawani traces British imperial power through racial, temporal, and legal contests and offers a novel method of writing colonial legal history. The conversation also covers how the book, published in 2018, has shaped the author's more recent work as well as how historical methods and approaches have evolved in the years since publication. Helen Dewar is an historian of the Atlantic World and French colonization in North America in the 17th and 18th centuries. She is a professor of history at the Université de Montréal (Québec, Canada) and the author of Disputing New France: Companies, Sovereignty and Law in the French Atlantic, 1598-1663 (McGill-Queen's University Press, 2022). Helen's institutional website Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/british-studies

What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years?In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Samantha Wood, founder of Wood Mitchell Financial Planning and a Partner at St. James's Place.Samantha's career began in the British Army, where she progressed from soldier to officer and developed the discipline, leadership and adaptability that would later shape her career in financial services.After leaving the military, Samantha moved into investment management, completed her Chartered Wealth Manager qualifications and spent almost a decade working with high-net-worth private clients. She later made the decision to leave employment, become a self-employed financial planner and build her own business from the ground up.Samantha shares how she started with zero clients, built trusted relationships with accountants and professional introducers, developed a niche working with business owners and grew her practice to nearly £40 million in assets under management.The conversation also explores why financial planning is about more than investment performance. Samantha explains how strong financial planning can reduce anxiety, improve financial well-being and give clients greater confidence about their future.This episode is essential listening for aspiring financial planners, investment managers considering a career change, military professionals exploring financial services and advisers who want to build a sustainable financial planning business.Subscribe to Financial Planner Life for more honest conversations about careers, leadership, business growth and opportunities within financial planning and financial services.In this episode, you will learn:00:00 From Zero to Nearly £40m Under Management00:40 Samantha Wood's Financial Planning Career Story01:40 Joining the British Army at 1603:29 Transferable Military Skills for Financial Services04:26 Leadership, Communication and Leading from the Front05:33 Discipline, Well-Being and High Performance06:34 Leaving the Military and Exploring New Careers10:50 Breaking into Investment Management13:11 Working with High-Net-Worth Private Clients15:40 Why Client Relationships Matter More Than Technical Knowledge17:27 Becoming a Chartered Wealth Manager19:44 Investment Management vs Financial Planning22:11 How Investment Experience Adds Value for Clients23:54 Financial Planning, Anxiety and Financial Well-Being27:47 Communicating with Clients During Market Volatility32:14 Why Samantha Chose a Career in Financial Planning34:00 Leaving Employment to Build a Financial Advice Business35:10 Why She Chose St. James's Place36:44 Making the Leap into Self-Employment39:31 Planning Your First Year as a Self-Employed Adviser41:02 How Long Does It Take to Earn Consistent Income?44:22 Building a Financial Planning Practice to Nearly £40m45:43 Finding a Financial Planning Niche47:09 Helping Business Owners Plan Beyond Their Business48:28 Building a Referral Network with Accountants50:13 Systems, Technology and Your First 12 Months52:12 Taking Smart Risks and Aiming Higher54:37 Autonomy, Family Life and Running Your Own Practice57:50 The Reality of Being a Financial Planner and Business OwnerTo find out more about Samantha's work at St. James's Place, visit www.sjp.co.ukFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

What does it mean to become a Chartered Coaching Psychologist, and is the Professional Recognition Route (PRR) the right pathway for you? In this episode of the British Psychological Society Division of Coaching Psychology Podcast, Dr Shirley Large, Portfolio Advisor, and Alison Cole, Chief Assessor, explore the Professional Recognition Route (PRR) and explain how experienced, psychologically informed coaching practitioners can achieve Chartered Coaching Psychologist status through this Level 8 (doctoral-level) professional award. Together, they discuss what chartership represents, why professional recognition matters, and how the PRR enables practitioners to demonstrate the knowledge, skills, behaviours and reflective practice expected of a Chartered Coaching Psychologist. The conversation also provides practical guidance on developing a portfolio, the importance of supervision, the support available throughout the process, and how the Division is continuing to shape the future of coaching psychology. In this episode, you'll discover: * What it means to be a Chartered Coaching Psychologist * Why the Professional Recognition Route was developed * How the PRR differs from a training programme * The purpose of the professional portfolio and Level 8 assessment * The role of supervision, critical reflection and professional identity * Workshops, Q&A sessions and support available to applicants * The future of Chartered Coaching Psychology and the growing profession Whether you're an experienced coaching practitioner, a psychologist considering chartership, or simply curious about the future of Coaching Psychology, this episode offers valuable insight into one of the profession's most respected pathways for professional recognition. Find out more Visit the BPS Division of Coaching Psychology pages to explore the Professional Recognition Route, eligibility requirements, upcoming Q&A sessions and additional guidance for prospective applicants.

Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 she had built a £10 million financial planning business. But the journey between those two moments nearly broke her.In this episode of Financial Planner Life, Sam Oakes sits down with Romany to hear the full story. How she grew up going to client meetings with her dad from the age of 11. How she dropped out of college at 16 and qualified as a mortgage adviser before most of her peers had finished their A-levels. How Quilter Financial Adviser School made a one-year exception to let her in early. And how, after becoming the UK's youngest financial adviser, she spent two to three years being told she would never succeed because she was a woman and nearly walked away from the profession entirely.The turning point came at a women in business networking event she almost cancelled. Six women around a table. One conversation. And the moment she realised it was not just her who did not fit into the industry. There was a whole community of people being left out of it. She went home that night and set up The Finance Woman.This is an episode for anyone early in their financial planning career who feels like they do not belong. For anyone who has been told they are not what the industry is looking for. And for anyone who wants to understand what it actually takes to build a financial planning business from scratch.The episode's key takeaways:How Romany dropped out of college at 16 and qualified as the UK's youngest financial adviser at 18What it was like growing up watching her dad build a mortgage business from his bedroomWhy Quilter Financial Adviser School made a one-year exception to let her in earlyThe comments she received from other advisers about being a woman in financial planningWhy trying to change her accent, wardrobe and language to fit in made things worseThe networking event she nearly cancelled that changed the direction of everythingHow one conversation with six women led to The Finance Woman being bornHow she built a £10 million financial planning business before the age of 24If you are building a financial planning career and feeling like you do not fit in, this is the episode to listen to.If you would like to find out more about Romany's work or get in touch, visit www.thefinancewoman.co.ukFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the decision to sell her business and hand her clients over to Titan Wealth.In this episode of Financial Planner Life, Sam Oakes sits down with Aycan to find out what that journey actually looked like. How she moved to Qatar in 2013 with a seven-year-old daughter and no existing client base. How she built trust from scratch using a referral-first approach that eventually became the foundation of a business worth selling. What it meant to be one of the few female chartered financial planners working in the international expat space. And what the emotional and practical reality of exiting a financial planning business actually looks like.Aycan also speaks openly about the misconceptions most people have about working and living in the Middle East as a woman, and why almost every concern she had before she moved turned out to be wrong. She talks about the "One Titan" philosophy and why Titan Wealth's presence across multiple countries was a key factor in her decision to sell her book to them rather than anyone else.This is an episode for women thinking about taking their financial planning career international, for advisers in the expat space wondering how to exit their business on their own terms, and for anyone who wants to understand what a long, respected international financial planning career actually looks like.The episode's key takeaways:What it was really like to move to Qatar in 2013 as a female financial planner with a young familyHow Aycan built a client base from scratch with no existing relationships in a new marketWhy almost every preconception about working and living in the Middle East as a woman turned out to be wrongWhat it means to be a female adviser in a profession where only 16% of UK advisers are womenWhy Aycan chose Titan Wealth to take over her clients and what the transition process looks likeWhat the "One Titan" philosophy means in practice for clients moving between countriesThe emotional reality of exiting a business you have spent years buildingWhy women considering international financial planning should reach out to Aycan directly on LinkedInIf you are a financial adviser thinking about going international or planning your exit, this is the episode to listen to.Learn more about Titan Wealth at www.titanwealthinternational.comFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

Welcome to the official podcast of the British Psychological Society Division of Coaching Psychology. In this introductory episode, Dr Lizana Oberholzer, Chair of the Division, shares the vision behind the newly refreshed podcast and explains how it will become a platform for members to share ideas, research, experiences and professional conversations from across the coaching psychology community. Lizana also provides an overview of the Division's work, highlighting the initiatives, partnerships and opportunities available to members. From research communities and mentoring programmes to free CPD events, peer practice groups, international collaborations and climate-conscious coaching, this episode offers a comprehensive introduction to the vibrant and growing Coaching Psychology community. In this episode: The vision for the Division of Coaching Psychology Podcast How the Division supports coaching psychologists throughout their careers Research communities, mentoring and peer practice groups Free CPD opportunities and professional development Equality, Diversity and Inclusion initiatives International partnerships and collaborative research Publishing opportunities through the Division's journals How members can shape the future of coaching psychology Whether you're an established Coaching Psychologist, working towards Chartered status, a researcher, or considering joining the Division for the first time, this episode provides an excellent introduction to the opportunities, support and community available through the Division of Coaching Psychology. If you'd like to become more involved, explore one of the Division's sub-committees, contribute to research, attend CPD events or connect with fellow members, we encourage you to get involved and help shape the future of coaching psychology.

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working.Free LinkedIn Webinar - book here -  http://www.leadgenfs.co.uk/fpl    It's not the content. It's not the consistency. It's who they're connected to, what they're saying in messages, and whether they've ever stopped to define exactly who they're trying to reach. Get those three things wrong and LinkedIn produces nothing. Get them right and, as Louis Adkins puts it, consistent inputs get consistent outputs.In this episode of Financial Planner Life, Sam Oakes sits down with Louis Adkins, Founder of LeadGenFS, who started building his LinkedIn system at 19 during his second year of university. He was studying geography, had no marketing background, and no clients. His first break came through a friend's dad. By his third year he had a waiting list of 27 clients, built entirely from LinkedIn. He graduated and went straight into the business full time.In the last 12 months alone, LeadGenFS has worked with over 100 financial advisers, helping them generate 3 to 5 qualified appointments a week from LinkedIn. One adviser added £12 million in AUM in 12 months. Another booked 47 calls in 90 days. A third sent 20 messages, went for a shower, came back seven minutes later and had an interested reply waiting.Louis breaks down the full system in this episode. How to niche down so your message actually lands with the right people. Why automated outreach destroys trust and gets accounts banned. How to build content that speaks to clients rather than other advisers. How to generate ideas consistently from your own conversations. And how to use direct messages to convert your audience into booked appointments without opening with a pitch.He also covers why referrals, as good as they are, will never give you control over your own growth, and what to build instead as your primary source of new clients.The episode's key takeaways:Why referrals are a bonus, not a primary strategy, and what to build alongside themWhy 95% of financial advisers' LinkedIn connections are other advisers, not potential clientsWhy automated outreach gets accounts banned and never builds the trust needed to convertHow to niche down so your content and messages cut through to the right peopleWhy asking for business in the first message is like proposing on a first dateThe three legs of the LinkedIn system: connecting, content, and direct messagingHow to generate consistent content ideas from your own client conversationsThe three parts of every LinkedIn post: hook, value, and actionThe message priority ladder: who to contact first and in what orderWhy LinkedIn leads convert at around 30% versus 75% for referrals, and why that still makes LinkedIn the better primary sourceIf you are a financial adviser who wants to stop relying on referrals and start generating clients consistently, this is the episode to listen to.Louis has also put together a free resource for Financial Planner Life listeners: five of the best performing post templates from LeadGenFS, available athttp://www.leadgenfs.co.uk/fpl Want to build your personal brand and generate better client leads on LinkedIn? Sam Oakes and Louis Adkins are hosting a free webinar. Register here

Whether you're already a member of the British Psychological Society (BPS) or considering joining the Division of Coaching Psychology (DOCP), this episode explores the real value of membership and the practical benefits available to coaching psychologists at every stage of their career. Natalie and Toye take you through eight key benefits of BPS and DOCP membership, from discounted professional indemnity insurance and tax relief to access to world-class journals, research resources and exclusive publishing discounts. They also highlight the vibrant professional community available through networking opportunities, peer practice groups and the Division's renowned CPD events. You'll also discover the additional benefits exclusive to DOCP members, including access to The Coaching Psychologist and the International Coaching Psychology Review, professional learning conversations, journal clubs, workshops, annual conferences and support for independent research through ethics review and research methodology webinars. Whether you're training, building your practice or working towards Chartered status, this episode explains how BPS and DOCP membership can support your professional development, expand your network and provide valuable resources throughout your coaching psychology career. In this episode you'll discover: The financial benefits of BPS membership Professional indemnity insurance and tax relief Access to leading psychology journals and research resources Publishing discounts and academic support Networking opportunities across the psychology profession DOCP-exclusive CPD events and annual conference Peer practice groups and coaching psychology podcasts Research support and ethics guidance for practitioners If you're thinking about joining the Division of Coaching Psychology - or simply want to make the most of your membership - this episode provides an excellent overview of what's available and why membership continues to be such a valuable investment in your professional development.

Why 30 to 39 Is the Best Age to Become a Financial Adviser Is 30 too old to start a career in financial planning?A lot of people would say yes. The reality is the opposite.The 30 to 39 age group is the fastest growing cohort entering financial planning right now, up 13% according to fresh FCA data. And the average age of a financial adviser in the UK isn't 56, like most people assume. It's 48.In this episode, Sam sits down with John Somerville, Director of Financial Services at the London Institute of Banking and Finance (LIBF), and David Tait, Founder and Managing Director of Redmill Advance, to dig into why this is the perfect window to start, what the LIBF Level 4 qualification actually involves, and what firms need to do right now to attract the next generation.They also go deep on the qualification itself. How it works, how it differs from the CII and CISI, why exams can be taken at home with no booking required, and why the case study approach is changing how advisers learn and qualify.If you're between 30 and 39 and considering a switch into financial planning, studying for your Level 4, or trying to bring younger talent into your firm, this is the episode for you.What we cover in this episode:Why the 30 to 39 age group is the fastest growing cohort entering financial planning, up 13%Why the average age of a financial adviser is 48, not 56, and what the FCA data actually showsWhy fewer than 150 practicing IFAs in the UK are under the age of 25How the LIBF Level 4 qualification works and how it differs from the CII and CISIWhy LIBF exams are split into two parts and can be retaken without sitting the whole paper againHow the six-week case study replaces the traditional written examWhat the new LIBF Chartered Member status means and who it is forWhy not starting an academy is a missed opportunity for financial planning firmsWhat AI means for the future of financial advice and why relationship management is the answerFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

What's the best age to become a financial planner?Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap'. Victoria Cable started at 23, convinced nobody would trust someone her age with their finances. Together they've built a practice worth £2.8 million in three years, and Victoria's own business is already valued at £400,000 after just a year and a half.This week on Financial Planner Life, Sam is joined by an extraordinary mother-and-daughter duo from Advanced Wealth Management at St James's Place to share exactly how they got here, what they've learned, and why the age question that puts so many people off financial planning is completely irrelevant.From Adele's career in corporate sales at Xerox and HP, to Victoria starting as a bag carrier watching her mum in client meetings, to becoming the top 0.01% of advisers at SJP for protection advice, this is a story about what happens when you back yourself, find the right environment, and build something that genuinely changes people's lives.This one is for anyone who thinks they're too old, too young, or too inexperienced to make the move into financial planning.The episode's takeaways

Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversation far too late.Click here for the KareHero Website In this episode, Sam sits down with Stephanie Leung, founder and CEO of KareHero, a UK-based service helping families navigate the care system and access funding they did not know existed. Stephanie has been a carer since the age of 14. She left a C-suite career at Uber managing 20 countries across Europe, and built KareHero after her father became seriously ill during Covid. She knows this world from both sides, and she pulls no punches.If you have clients approaching later life, this is not a niche topic. 1 in 5 people in the UK are currently caring for someone. By age 50, there is a 50% chance your client is either a carer or being cared for. This is already your clients' reality. The question is whether you are ready for it.What we cover in this episode:Why care can cost up to £100,000 a year and why 1 in 4 families sell  their home to fund itThe three types of care funding available and who qualifies for eachWhy the care conversation should happen at the IHT planning stage, not in a crisisHow power of attorney works, what happens without it, and why it takes 8 to 10 weeks to processWhat reverse parenting is and the emotional reality of caring for a parent with dementiaHow KareHero has accessed £12.3 million in funding for families told there was nothing availableThe role financial planners can play in signposting clients before care becomes a crisisWhy this conversation is the key to building relationships with the next generation of clientsFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

In this episode, I speak with Terri Moloney, Chartered Director, about leading & advising in complex environments. Terri is a seasoned business leader with over 3 decades of international experience across private and public sectors, currently serving as an Independent Non-Executive Director at RTÉ and Enterprise Ireland. Hear how important values are to an organisation, what good HR really looks like, what leaders need to be focusing on in a period of transformation, how to step into a board position, and what leaders can improve on today. Connect with Shirley at ShirleyKavanagh.com and on LinkedIn. To learn more about Terri's work, connect with her on LinkedIn

In this episode of The Jess Larsen Show on Innovation & Leadership, Jess sits down with Michael Winn of Chartered Wealth for the first installment in a new mini-series on one of the biggest questions founders face: why do so many exits fail? Michael breaks down the surprising statistic that 75% of founder exits are unsuccessful, and explains why selling a company is not just a transaction, but a deeply personal, financial, and strategic process. Michael shares the three areas every founder must align before an exit: business readiness, financial readiness, and personal readiness. While most owners focus on whether the business is valuable and transferable, Michael explains why the emotional side is often the most overlooked and the most dangerous, especially when founders lose their identity, purpose, and daily adrenaline after the wire hits. Jess and Michael also explore real client stories, including founders who walked away from $300M+ deals, struggled after $120M exits, or discovered that their “magic number” was not what they thought. The conversation dives into estate planning, wealth gap analysis, tax mitigation, spouse alignment, and the importance of preparing for life after the sale long before the deal closes. Whether you're actively preparing to sell, years away from an exit, or building a business you may never sell, this episode is a practical and eye-opening guide to avoiding founder regret and creating an exit on your terms, not the buyer's. Learn more about your ad choices. Visit megaphone.fm/adchoices

Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook, and the career it's given him is unlike anything available in the UK.In this episode of Financial Planner Life, Sam sits down with Andreas Hollas, chartered financial planner and technical advice director at Titan Wealth International, to explore what international financial planning actually looks like, the clients, the cases, the complexity, and the career opportunity most UK advisers don't even know exists.Andreas came straight out of university into financial services, built the largest client book at HHR, and now supports 80 advisers across Titan Wealth International with the most complex cross-border cases in the business. His clients span from the Dominican Republic to the Republic of Korea. His cases have no rulebook. His answers come entirely from experience.The result? A career at the front edge of a growing market that is desperately short of advisers genuinely equipped to serve it.If you're a UK financial planner curious about the international space, already working overseas and wondering what's next, or simply looking for a career path that rewards deep specialisation, then this is the episode for you.What we cover in this episode:What international financial planning actually means and who the clients really areWhy cross-border advice has no textbook and why that's the entire opportunityHow Andreas built the largest client book in his firm without being the busiest adviserThe supply and demand gap in the international market and what it means for career progressionWhat the One Titan philosophy means in practice for globally mobile clientsThe two routes into Titan Wealth International for UK advisers considering the moveWhy moving internationally doesn't mean losing your existing UK client relationshipsWhat the Denmark/Dubai case study reveals about what 13 years of experience actually buys youHow Titan Wealth's Next Generation Leaders programme is developing the next generation of international advisersWhy the international market rewards specialisation faster than almost anywhere in the UK profession

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Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time.In this episode, Sam sits down with Hannah for the second update in an ongoing series following her path from a complete beginner to a qualified financial planner. She's one exam down, five to go, and already doing things most trainees don't think about until they're qualified.They dig into what it actually felt like to sit her R01 after 11 years away from exams, what she's learning by shadowing real client meetings, and why she's already thinking seriously about the business she hasn't launched yet. Most importantly, Hannah makes the case, without even realising it, for why waiting until you're ready isn't the way to building success.This one's for anyone who's thinking about becoming a financial planner, currently in the middle of their exams, or wondering what the path to self-employment actually looks like from the very beginning.The key takeaways

For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning roles.But not Tim. His route stands out as unconventional, but it's far from hindering his professional success. Law school. A year in Swansea chasing training contracts that never materialised. A sales recruitment firm. And then, a client engagement role at a financial planning firm in Cheltenham, a job he recruited for without really knowing the industry. On day one, his main question was: What exactly is financial planning?In this episode of Financial Planner Life, Sam sits down with Tim Brienza, a self-employed financial planner with Montpelier Asset Management, to trace the full arc of his career, from that accidental entry point to managing close to £50 million in assets under management as a chartered fellow in his mid-thirties.Tim talks with Sam about how the unique first role that gave him a bird's-eye view of the profession, before he ever gave a piece of advice, how he leapt into advice and got chartered within 12 months of his first client meeting, but most importantly, his deliberate approach to networking that built his client base over a decade without him ever chasing the wrong people in the wrong rooms.He also breaks down the reality of going self-employed and what it's like to help build a firm from scratch. He shares the tips and ambitious approach he's adopted to propel him into a career as a financial adviser, now managing £50AUM. Tim also explains his voluntary role with the Personal Finance Society and how their inaugural New Gen programme aims to bring more young people into a profession he believes is one of the best-kept career secrets going.The episode's key takeaways

Chartered accountant and Principal at of Hatcher Advisory Gary Brown tells James Willis how Aussies buying and selling small businesses will be far worse off under the new proposed tax arrangements. See omnystudio.com/listener for privacy information.

75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation.Ben Mason form Kinvault did something about that. In this episode of Financial Planner Life, Sam sits down with Ben Mason, the founder of Kinvault, to discuss the technology he built to address one of the most overlooked risks in financial planning: intergenerational wealth transfer. Ben explains why AUM walks out the door on death, why families are being failed at their most vulnerable moments, and how a simple, white-labelled platform is changing both of those things at once.They get into the real numbers, why 25% of beneficiaries don't even know they can stay with the existing adviser, why only 4% of Gen X clients retain the family's financial adviser after inheriting, and why 90% of widows who do switch move to a female adviser. They also discuss what KinVault does for clients while they're still alive, why Ben believes this kind of solution will be a baseline industry expectation within five years, and the story of the adviser who lost £2.6 million over Christmas and called Ben in January to say he should have done it sooner.At £10 per household per year, the maths speak for themselves.Whether you manage a book of 200 clients or 2,000, if you haven't thought seriously about what happens to your AUM when your clients die, this is the episode to start with.In this episode, we discuss…Why 75% of AUM leaves on client death, and the three reasons behind itHow Kinvault builds a relationship with the next generation before it's ever neededWhat the platform does for clients during their lifetime, not just at the point of deathThe generational retention gap that should concern every adviser Why women are being left out of the financial planning process, and what that costs at the point of transferCost, implementation, and why this won't become shelfwareThe story of the adviser who lost £2.6 million over Christmas and signed up in JanuaryFinancial Planner Life is sponsored by Redmill AdvanceWhether 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

Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experience regardless of who's in the room or where the client happens to be.In this episode of Financial Planner Life, Sam sits down with George Davey (Financial Planner) and Matt Beddall (Regional Managing Partner) from Titan Private Wealth, to discuss what that kind of partnership looks like in practice and why it makes such a difference for the clients they work with.George manages over £100 million in client assets and specialises in repatriation work for clients returning to the UK from the Middle East. Matt spent 25 years at some of the UK's largest investment management firms before joining Titan to help build something different. Together, they argue that the relationship between a financial planner and an investment manager is among the most undervalued in the profession.George and Matt discuss what a genuine house view means for client outcomes, how their roles complement each other during client meetings, and why service will always matter more than performance when building long-term trust.They also get into the One Titan philosophy, what it means for clients who move abroad, come back to the UK, or have financial lives that span more than one country, and why very few firms can follow a client through those transitions the way Titan can.The episode's key takeaways

Chartered accountant and property investor, Munzurul Khan, will take us on his journey from working in the corporate world to setting up his own flourishing business. Find out why the opportunity cost of missing out on a great property often outweighs the financial cost and learn from Khan why it's so important to take action.The principal of Keshab Chartered Accountant will discuss where the influence to get into property came from, why $2,000 doesn't matter in the grand scheme of things and why Khan's mum thinks he's crazy! Hosted on Acast. See acast.com/privacy for more information.

Chartered work and coaching psychologist, Leisha Redmond McGrath, joins Brendan to discuss the psychological importance of holidays. She talks about the impact of bringing your work laptop away with you, and why it helps to do nice things for yourself.

Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on entering financial planning from a technical background.In this episode of Financial Planner Life, we chat to Alwyn about his strategic career path from investment management to financial advice. Despite having deep technical knowledge and years of experience at major firms, Alwyn made a choice to join St. James's Place as an employed adviser instead of going independent immediately.The result? He's now managing over £150 million in client assets as an independent adviser with Pinnacle Wealth Management.Alwyn shares his perspective on why employment first worked better than jumping straight into freelance life, how technical skills transfer to client success, and why building confidence matters more than rushing into independence.Sam and Alwyn discuss the real pressures of starting a financial planning career, the benefits of structured training programmes, and how employment can actually be more liberating than restrictive for career changers.The episode's key takeaways

X: @simonedegale @americasrt1776 @ileaderssummit @NatashaSrdoc @JoelAnandUSA @supertalk @JTitMVirginia Join America's Roundtable radio co-hosts Natasha Srdoc and Joel Anand Samy with a guest from London, Great Britain - Simone de Gale, a Chartered Architect who qualified at the Architectural Association in Bedford Square, London. She has served on the Royal Institute of British Architects board as Honorary Treasurer and board trustee. Simone also engages with the Britain's Royal Family as her affiliation with organizations in the field of urban planning and architecture are connected to Kensington Palace, a royal residence situated within Kensington Gardens in the Royal Borough of Kensington and Chelsea in London, England. She is the driving force behind SGA's Westminster based organization, an Award Winning Architecture Practice which operates in UK and internationally. Simone is shaping innovative architecture throughout London and Internationally. She has won many awards and accolades including the Winner 'Architect of the Year' Women in Construction. The conversation is focused on America and Britain's challenges and opportunities in the housing sector as a new generation and first home buyers face skyrocketing prices and fewer choices. We are also looking for solutions and best practices in the areas of urban planning, infrastructure and long-term growth. In April 2026 via AP: WASHINGTON (AP) — White House economists estimate the United States has a shortage of 10 million houses, according to a new report — and say regulatory cuts could lead to more construction to stabilize prices, increase home ownership and fuel faster economic growth. From a UK think tank: New analysis by the Centre for Policy Studies reveals that the UK has a shortage of 6.5 million homes when compared to similar European countries. Britain has just 446 homes per 1,000 people, the second worst rate in Europe. This compares to 560 in France, 516 in Germany, and a European average of 542. americasrt.com https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 X: @simonedegale @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk @JTitMVirginia America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable radio program focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 68 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Tune into WTON in Central Virginia on Sunday mornings at 9:30 A.M. (ET). Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm

Frazer James aren't looking for every candidate. They're looking for A++ people.Check out the jobs and book a meeting with James Mackay today!!And if that's you, or if you're also interested in attracting some of the industry's best talent, then this episode was made for you.In this week's episode of Financial Planner Life, Sam Oakes is joined by James Mackay, co-founder of Frazer James, to find out what a firm that's serious about attracting exceptional talent actually looks like from the inside.James and Chris Hindle built Frazer James from scratch, with no clients or referrals, and today it's growing at 40% year on year. The reason? A founding philosophy that is rarely brought to fruition: build the business you'd actually want to work for.He breaks down exactly what that means in practice. Explaining the five-stage career framework inside every role. The benefits package, which includes a four-month paid sabbatical, a 5% personal growth allowance and up to three months working abroad. Plus, the associate financial planner pathway, a carefully designed development programme that actually delivers on what most firms only promise.The episode's key takeaways

Tonight, on Trackside with Curt Cavin and Kevin Lee, they preview tomorrow and Wednesday’s Indy 500 open test. They also talk about Katherine Legge officially rounding out the entry list for the 110th Indianapolis 500. Legge will drive the #11 e.l.f. Cosmetics Chevrolet with A.J. Foyt Racing and HMD Motorsports. They also talk about the logistics of not having bumping this year and how it could’ve gone if there was bumping. They later talk about Ryan Hunter-Reay and Arrow McLaren getting assistance from Jimmie Johnson and Legacy Motor Club for the 500. They also talk about Dreyer & Reinbold Racing having a technical alliance with Rinus VeeKay and Juncos Hollinger Racing along with a Wedbush sponsor for VeeKay at the 500. They later talk about the reports of non-charted teams not being allowed to compete in events other than the Indy 500 for 2027. In the second segment, Curt and Kevin talk about the one-off Indy 500 entries this year consisting of Katherine Legge, Conor Daly, Jack Harvey, Ryan Hunter-Reay, Ed Carpenter, Jacob Abel, Takuma Sato, and Helio Castroneves. They also talk about the rookies competing in the Indy 500 this year consisting of Caio Collet, Dennis Hauger, Mick Schumacher, and Abel. To wrap up another edition of the show, Kevin talks about Linus Lundqvist returning to European racing.See omnystudio.com/listener for privacy information.

English sports psychologist Dr Josie Perry delves into the mental challenges that often hold sportspeople back from success. From the role of our own mental threats to the traits that are present in successful athletes. Perry offers a fascinating insight into the psychology of performance. The team also delve into the prevalence of ADHD in top-performing sportspeople, why mental toughness may not be a good thing, how training can help us overcome mental blocks and the role of techniques like visualisation and mantras. Perry is a chartered psychologist working with top performers in sport, on stage, and in business. Perry has a background in communications and behaviour change, having worked for many years in journalism, marketing, public relations and crisis communications across private corporations and government. She has an MSc in Communications, an MSc in Psychology and an MSc in Sport and Exercise Psychology. She also has a PhD in Political Communications.She is a Chartered member of the British Psychological Society (BPS) and a member of the Association of Applied Sports Psychologists (AASP). She is registered with the Health Care Professions Council. She writes features for sports magazines and websites and is regularly quoted in the media on how athletes and other performers can use applied sports psychology to enhance their performance.Check out more on Dr Perry HERE Hosted on Acast. See acast.com/privacy for more information.

What actually determines whether a financial advice firm can be successfully sold?In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most advisers are thinking about exit in the wrong way.From the outside, exit often looks like a financial event.Valuations, deal structures, and timing.But as Dan shares, the real pressure points sit elsewhere: in culture, in structure, and in whether a business can truly operate without its founder.He talks through his own journey of exploring multiple offers before joining Titan Wealth, and why many deals fell through despite strong financial terms.Because when conditions start affecting client outcomes or how a business operates day to day, the decision becomes far more complex.This episode also explores what happens beyond the deal:

What if financial advisers could spend 70%… or even 100% of their time with clients?Book a demo - here In this episode of Financial Planner Life, we sit down with Alan Gurung, founder of AdvisoryAI, to explore how AI is reshaping the way advice firms operate.From disconnected tech stacks and time-heavy admin, to compliance bottlenecks and the growing advice gap, this conversation gets to the core of what's really holding advisers back.Alan shares how AI agents like Colin, Evie and Atlas are already helping firms reduce admin, improve compliance oversight, and uncover insights hidden across multiple systems.But this isn't just about technology: It's about time.Because if advisers can spend more of it with clients, everything changes: capacity, growth, and the ability to serve more people.If you're thinking about the future of financial advice or how to scale without burning out, this episode is for you.⏱️ Timestamps00:00 – Introducing AdvisoryAI & the vision01:55 – From financial planner to AI builder03:17 – Why financial advice doesn't scale06:12 – The advice gap explained09:47 – The biggest bottlenecks in advice firms12:40 – Introducing Atlas: connecting the tech stack14:18 – Real-world AI use cases for advisers18:24 – The future of AI in financial planning28:05 – Meet the AI agents: Evie, Emma & Colin43:05 – Rethinking compliance with AI48:58 – Increasing capacity & serving more clients

Genesee Country Village & Museum is the largest and most comprehensive living history museum in New York State – and the third-largest in the United States. Chartered as an educational institution by the NYS Board of Regents, the Museum offers opportunities to see, smell, taste, touch, explore, and experience our 68 historic buildings; more than 20,000 artifacts; wildlife paintings, drawings, and sculptures spanning centuries; the living collections in our gardens, on our working farm and at our Nature Center; and the gorgeous landscape that first brought settlers to this region. Cheers to Genesee Country Village & Museum for the 50th anniversary season on May 2! Check them out at www.gcv.org!

Sylvia Cronin is a highly experienced Chairperson and Independent Non-Executive Director (INED) with an exceptional leadership career spanning financial services, insurance, governance, and regulation. She also currently holds a number of major board roles, including Chairperson of Mercer Global Investments Europe and AIB Life, and Senior Independent Director of FBD Insurance and Canada Life. Hear her advice for board members of tech companies, how a board role differs from an executive leadership role, how to prepare leaders to lead through crises, whether organizations are maximizing their use of AI, and where we're at in terms of diversity of thought at the board level. Connect with Shirley at ShirleyKavanagh.com and on LinkedIn, and Sylvia on LinkedIn

Chartered psychologist Allison Keating explains the psychology behind love languages, how they shape our relationships, and why understanding them can transform how we connect with others.

On this episode of Mind the Gap, Tom Sherrington and Emma Turner are joined by Sarah Cottinghatt and Adam Kohlbeck to explore the craft and complexity of instructional coaching, drawing on their widely shared Coaching Cuts series on Substack. The conversation unpacks how coaching can move beyond surface-level feedback to focus on teacher decision-making and mental models, and why the most powerful coaching conversations centre on surfacing goals, comparing versions of events, and working collaboratively towards better outcomes for pupils. Through concrete examples, they illustrate how shifts in language and mindset can transform the quality of coaching dialogue. Along the way, they tackle bigger questions about scaling coaching across schools, the balance between whole-school professional development and one-to-one work, and the importance of a shared understanding of how learning happens as the foundation for any meaningful improvement.Sarah Cottinghatt is Research Lead at Steplab. She is a former English teacher, teacher educator, and Associate Dean at Ambition Institute. Sarah has an MA in Educational Neuroscience and writes books for teachers and coaches, including Ausubel's Meaningful Learning in Action, as well as co-authoring Coaching Cuts and Coaching for Adaptive Expertise with Adam Kohlbeck. Find her on Substack @https://substack.com/@cognitivecoachAdam Kohlbeck is the Director of Teacher Quality at Chiltern Learning Trust. He has been teaching and leading in schools for 17 years and has an undimmed love for teaching. Adam was a finalist in the 2025 National Teaching Awards and is the author of three education books, including co-authoring Coaching for Adaptive expertise. He also holds Chartered teacher status and is a qualified executive and instructional coach.Tom Sherrington has worked in schools as a teacher and leader for 30 years and is now a consultant specialising in teacher development and curriculum & assessment planning. He regularly contributes to conferences and CPD sessions locally and nationally and is busy working in schools and colleges across the UK and around the world. Follow Tom on X ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@teacherhead⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Emma Turner FCCT is a school improvement advisor, education consultant, trainer and author. She has almost three decades of primary teaching, headship and leadership experience across the sector, working and leading in both MATs and LAs. She works nationally and internationally on school improvement including at single school level and at scale. She has a particular interest in research informed practice in the primary phase, early career development, and CPD design. Follow Emma on X ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@emma_turner75⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This podcast is sponsored by Teaching WalkThrus and produced in association with Haringey Education Partnership. Find out more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://walkthrus.co.uk/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://haringeyeducationpartnership.co.uk/⁠

A round-up of the main headlines in Sweden on March 6th 2026. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/Producer: Kris Boswell.

“C” is for Columbia College. Chartered in 1854 by the South Carolina Methodist Conference, Columbia College, was the eleventh-oldest women's college in the United States.

James I, American Colonies, and Tobacco Revenue: Colleague Clare Jackson discusses James I's oversight of American colonies like Jamestown, using chartered companies for deniability against Spanish claims, noting his initial opposition to tobacco before accepting its revenue and describing his fluctuating relationship with Parliament regarding funding and military action. MAY 1952