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This week on The Financial Planning Podcast, host Lewis Byford is joined by Julie Greenwood, Head of Adviser Distribution at Octopus Money. With a wealth of experience at brands like Vitality and Legal & General, Julie is passionate about bridging the advice gap and making financial planning more accessible to everyone.
Beyond finance, Julie’s dedication to inclusivity extends to her role on the Women in Finance Charter Board. She also channels her passion into animal welfare, volunteering with Rochdale Dog Rescue and dreaming of one day running a farm for rescues.
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This week on The Financial Planning Podcast, host Lewis Byford welcomes Georgia Taylor, Founder and Independent Financial Adviser at Tailored Wealth and Founder and Money Coach at Money Matters. Based in London, Georgia is passionate about bridging the gap between money and education, empowering people with the financial knowledge they need to take control of their futures.
Recognising the lack of financial education in schools, Georgia has created an online course designed to teach the essential finance fundamentals that everyone should know but often aren’t taught. Her mission is to make financial education accessible, practical, and engaging.
Tune in to hear Georgia’s insights on financial planning, education, and how she’s working to reshape the way people learn about money.
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This week on The Financial Planning Podcast, host Lewis Byford is joined by Isha Bhatt, Operations Director at 8 Financial Planning. Isha seamlessly manages a diverse range of responsibilities, including marketing, compliance, client engagement, financial operations, and HR, ensuring the firm runs like clockwork. With a background at HSBC and as a Chartered Surveyor, Isha brings extensive project management and financial expertise to her role, delivering a smooth and efficient client experience.
Outside of work, Isha is a proud mum of three who enjoys wellness, baking, and quality time with family and friends.
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This week on The Financial Planning Podcast, host Lewis Byford is joined by Daniel Olley, Managing Director at DSL Digital. With 25 years of experience in professional, regulated markets, Daniel has helped hundreds of financial advice firms generate and onboard new clients at scale. His expertise in refining client journeys and fostering strong relationships has made him a trusted advisor in the industry.
Outside of work, Daniel channels his passion into food and motorsport, blending creativity and speed in both his personal and professional life.
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This week on The Financial Planning Podcast, host Lewis Byford is joined by Mark Dodds, Co-owner of Compex IT, an IT support and strategy company based in the West Midlands. Since founding the business in 2000 with his business partner, Gary, Mark has been on a mission to deliver high-quality, people-focused IT solutions.
With a passion for technology and innovation, Mark has built strong partnerships with businesses, offering tailored IT services that empower companies to maximise the value of their technology.
Tune in to hear Mark’s journey, his approach to delivering exceptional IT solutions, and the role technology plays in transforming businesses.
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This week, host Lewis Byford is joined by Caroline Stuart, Founder of Sparrow Solutions and a trailblazer in financial services. With over 23 years of experience, including senior roles like Head of Technical, Caroline is passionate about empowering paraplanners and financial planners through training, mentoring, and development support. As the first Paraplanner President of the Personal Finance Society, she has been a strong advocate for the profession.
Outside of work, Caroline enjoys knitting, baking, and the occasional jog, bringing creativity and balance to her busy life.
Tune in to hear Caroline’s insights on financial planning, her journey in the industry, and her mission to help others achieve financial security.
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This week on The Financial Planning Podcast, host Lewis Byford is joined by Chris Baigent-Reed, founder and Managing Director of Jigsaw Tree. With over 29 years of experience in financial services, Chris is passionate about driving positive client outcomes and leading transformative business change.
At Jigsaw Tree, Chris has built a team focused on delivering honest, fair, and tailored solutions that help businesses thrive in an ever-evolving industry.
Tune in for insights into Chris’s journey, the values that drive Jigsaw Tree’s success, and how tailored solutions can empower financial planning businesses.
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It’s the most wonderful time of the year, and this week on The Financial Planning Podcast, we’re bringing you something a little different! Host Lewis Byford is joined by his fellow co-founders and Directors of The Financial Planning Club, Lee Old and Amanda Ford, for a festive Christmas special.
In this lighthearted episode, packed with laughter, holiday cheer, and maybe even a surprise or two, the trio reflects on their journey so far, shares personal stories, and gives you an inside look at the team behind The Financial Planning Club. It’s the perfect opportunity to settle in with a warm drink, relax, and enjoy some holiday vibes with us.
Tune in for festive fun, a celebration of community, and a closer connection to the people driving The Financial Planning Club forward.
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This week on The Financial Planning Podcast, host Lewis Byford is joined by Karl Dines, Principal at Open Door Policy and a valued collaborator of The Financial Planning Club. With decades of experience in financial services, Karl founded Open Door Policy to support IFAs, compliance functions, and software adoption across the UK Financial Services sector. His deep passion for compliance and regulatory insights has been a driving force since his early days in the industry.
Outside of work, Karl is a lifelong guitar enthusiast and a devoted cat owner, sharing his home with three quirky and entertaining cats.
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In this episode of The Financial Planning Podcast, host Lewis Byford welcomes Chris Drew, an Independent Financial Adviser at Endeavour Financial Planning. With ten years in financial services, including seven as an Operations Manager at the UK's largest bank, Chris has a wealth of experience in creating holistic financial plans tailored to his clients' needs. Currently working towards Chartered status, Chris is committed to continually enhancing his expertise and client offerings.
Outside of work, Chris is a devoted husband, father, and sports enthusiast who values quality family time.
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This week on The Financial Planning Podcast, host Lewis Byford sits down with Robert Caplan, Director of First Wealth and an experienced Chartered Financial Planner. After the financial crisis, Robert co-founded First Wealth with a mission to help business owners, professionals, and retirees feel more confident and in control of their financial futures. Known for his passion for simplifying complex financial matters, Robert provides his clients with clarity and focus to help them achieve their goals.
Outside of his professional life, Robert is a proud dad of three, enjoys lifting weights, and loves spending time at Soho Farmhouse and in Ibiza.
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This week on The Financial Planning Podcast, host Lewis Byford welcomes Emmelia Powell, a multi-award-winning Financial Planner at Premier Wealth Solutions. Emmelia made the transition from a leading UK bank to financial planning, qualifying as an adviser in early 2022. She has since been instrumental in launching Premier Wealth Solution's Sports Professionals brand, leveraging her industry expertise to address the unique financial needs of clients in the sporting world.
Outside of her professional life, Emmelia is a dedicated mum of three who enjoys socialising, walking, and music.
Tune in to hear Emmelia’s journey from banking to financial planning, and how she supports clients facing specialised challenges in sports.
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In this episode of The Financial Planning Podcast, host Lewis Byford is joined by Nathan Mead-Wellings, founding Managing Director and Chartered Financial Planner at Finura. Nathan co-founded Finura with a mission to reshape the way people approach financial planning. His philosophy goes beyond asset management—Nathan empowers his clients to understand their choices, biases, and how their financial decisions impact their life goals.
Outside of his work, Nathan enjoys staying active with his two young children, practicing yoga, and pursuing his love for tennis, golf, and skiing.
Tune in to hear Nathan’s unique approach to financial planning and his insights into empowering clients to take charge of their financial journeys.
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In this episode of The Financial Planning Podcast, host Lewis Byford is joined by Charlie Chami, Director and Independent Financial Adviser at Glamis IFA. With over 15 years of experience in financial services, Charlie’s expertise spans Fixed Income, Commercial Real Estate, and Asset Management. His impressive background includes a BA in Business/Economics and several financial qualifications, and in 2016, he was recognised in Citywire’s ‘Top 35 Advisers under 35.’
Charlie brings a wealth of knowledge to this episode, offering insights into navigating complex financial markets and delivering exceptional client service.
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In this episode of The Financial Planning Podcast, host Lewis Byford sits down with Andrew Spence, founder and Chief Executive of Aspen and a valued partner of The Financial Planning Club. With a career that spans wealth management roles in both Edinburgh and London, Andrew combines deep industry knowledge with innovative thinking. A Newcastle University graduate with a first-class degree in Marine Engineering, he leads Aspen in developing next-generation managed portfolios.
Aspen’s services include multi-asset portfolios and the Portfolio Discovery tool, a resource designed to empower financial advisers with intuitive technology and streamlined portfolio solutions.
Join us as Andrew shares insights on Aspen’s mission to support financial advisers and the future of managed portfolios.
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This week on The Financial Planning Podcast, host Lewis Byford welcomes Lee Waters, Chief Executive and Financial Planner at Barwells Wealth. With over two decades of experience, Lee is a leading expert in pensions, investments, and later-life care. Known for his depth of knowledge and client-focused approach, Lee shares his thoughts on the importance of measuring success against yourself rather than comparing yourself to others in the industry.
Outside of work, Lee enjoys spending time with his family, captaining his local cricket team, and staying active through running and cycling. He’s also a passionate Tottenham Hotspur fan and appreciates a good glass of red wine.
Tune in for Lee’s advice on personal growth in the financial planning world and beyond.
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In this week’s episode of The Financial Planning Podcast, host Lewis Byford speaks with Antony Barton, Director and Independent Financial Adviser at Robertson Baxter. With over 15 years of experience, Antony specialises in helping business owners, senior employees, and retirees manage and grow their wealth. He’s a top-rated adviser, known for his positive approach, and has been shortlisted for multiple industry awards.
In this episode, Antony shares his thoughts on the power of simplicity and the importance of maintaining a positive attitude toward work and clients. He explains how a positive approach can not only improve client relationships but also brighten someone’s day.
Outside of work, Antony enjoys playing basketball, watching boxsets with a glass of red wine, and planning his next holiday.
Tune in for Antony’s insights on the impact of positivity in financial planning and beyond.
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This week on The Financial Planning Podcast, host Lewis Byford welcomes Scott Millar, Founder and Chartered Financial Planner at Finova Money. Scott is passionate about building strong relationships with his clients and is constantly learning, both in his business and about the unique needs of those he serves. He’s also dedicated to mentoring new entrants into the financial planning profession.
In this episode, Scott talks about the importance of humility in the industry and how having the ability to pivot when needed is crucial for long-term success. Outside of work, Scott enjoys spending time with family and friends, playing golf, and discovering new places to eat.
Tune in for valuable insights on staying adaptable and relationship-focused in financial planning.
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This week on The Financial Planning Podcast, host Lewis Byford is joined by Gretchen Betts, Managing Director and multi-award-winning Certified Financial Planner at Magenta Financial Planning. Gretchen is dedicated to empowering women to take control of their finances, and she views financial planning as a way to unlock new possibilities.
In this episode, Gretchen shares how outsourcing has elevated her business in recent years, allowing her to focus on delivering exceptional service to her clients. Beyond her professional life, Gretchen is a creative soul who loves to travel, and she’s been recognised as a gold-awarded LGBT champion by the LGBT Foundation.
Tune in for an inspiring conversation about growing a business through smart strategies and fostering financial empowerment.
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This week on The Financial Planning Podcast, host Lewis Byford welcomes Jo Wall, Founder and Chartered Financial Planner at Joyful Wealth. Jo is passionate about helping people live richer lives while staying true to what they love, and she created Joyful Wealth to make financial advice both accessible and empowering.
In this episode, Jo shares her perspective on how financial planning is about much more than just numbers and spreadsheets—it's about people, their dreams, and the achievements that truly matter. As a Chartered Financial Planner and Fellow of the PFS, Jo helps her clients build financial plans that excite and inspire them.
Tune in for an insightful conversation about the human side of financial planning and how to create a life you love.
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- Visa fler
