Best Paraplanner Podcasts (2025)

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Podcast #124: Paraplanners in the spotlight! Results from The Lang Cat’s 'State of The Advice Nation' report with Steve Nelson 22:29

3d ago22:29

22:29

In the latest episode of IFA Talk, we’re diving into the findings of The Lang Cat’s State of The Advice Nation report with Steve Nelson, Insights Director at The Lang Cat. Co-hosting with our Editor, Sue Whitbread is our very own Senior Financial Journalist, Jenny Hunter, who brings a unique perspective as a part-time Chartered Paraplanner herself.…

1
M&P Podcast #16: Opportunities and Insights for Advisers, with Will Hale (Air) and Adrian Brewer (Access FS) 19:18

5d ago19:18

19:18

In this month’s special Mortgage & Property edition of IFA Talk, Jenny and Meg explore the fast-evolving world of later life lending — a sector which is gaining momentum and rapidly beginning to capture growing interest among advisers and clients alike. As demand grows for more flexible borrowing options in later life, we’ll be unpacking how advise…

1
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis 49:22

5d ago49:22

49:22

In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it. Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, sca…

1
Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn's Amal Jolly and Rohit Vaish 19:52

10d ago19:52

19:52

For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty to unpack – from the potential of AI to streamline processes to the risk of losing that all-important human touch. Joining IFA Magazine’s Senior Financial Journalist Jenny Hunter and Editor Sue Whitbread are two industry ex…

1
All About ISAs 7:40

16d ago7:40

7:40

In this episode of clarityON, Chartered Financial Adviser Vicki Watson and Senior Paraplanner Andrew Kemp unpack everything you need to know about Individual Savings Accounts (ISAs) — one of the UK’s most tax-efficient tools for saving and investing. From the basics of Cash ISAs and Stocks & Shares ISAs to the ins and outs of Lifetime ISAs, Junior …

1
From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP) 48:12

17d ago48:12

48:12

In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning. Discover how SJP’s 2030 vision is being built around: Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs …

1
Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin 13:12

17d ago13:12

13:12

In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at L&G. James discusses how advisers view MPS—whether it’s more of a product, a service, or something in between—and what really matters when it comes to picking the right solution. James explores what makes an MPS relationship wor…

1
20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch 27:45

23d ago27:45

27:45

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business. 47% revenue growth 200+ new hires 7 acquisitions A thriving culture that’s stronger than ever Roger shares what’s d…

1
Podcast #121: The friction and fixes for Letters of Authority, with Flag's Justine Pattullo and Criterion's Nick Green 19:05

24d ago19:05

19:05

Let’s face it—Letters of Authority (LoAs) are one of the biggest pain points in financial services. They should be straightforward, but more often than not, they’re anything but. In this week’s episode of IFA Talk, we’re digging into why that is, and more importantly, what’s being done to make the process better. Joining us for a proper deep-dive i…

1
Podcast #120: Rethinking advice - The behavioural finance advantage with Oxford Risk’s Dr. Greg B. Davies 21:26

1M ago21:26

21:26

In this week’s episode of IFA Talk, we dive into one of the most exciting developments in personalised advice: behavioural finance. We explore why the days of one-size-fits-all advice are numbered — and how understanding how clients feel and behave around money can make all the difference. Joining Matt and Sue to unpack all of this is Dr Greg B. Da…

1
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey 46:56

1M ago46:56

46:56

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…

1
Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti's Bernadine Reese 17:40

1M ago17:40

17:40

In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory developments facing financial advisers and firms today – the FCA’s newly launched strategy for 2025 to 2030. What does the strategy actually say? What does it mean for firms in the short and long term? And how can advisers prepare for wh…

1
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani 44:57

1M ago44:57

44:57

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice. Vikash’s stor…

1
Navigating the New Tax Year 19:49

1M ago19:49

19:49

In this episode of clarityON, CEO Angus Jones is joined by Daniel Smith, Chartered Adviser, to help you make sense of the new tax year. Together, they explore what has changed, what is on the horizon, and how to plan ahead with confidence. Topics include: Key tax year changes to be aware of The latest on pension legislation updates coming in 2027 —…

1
Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza 20:39

2M ago20:39

20:39

This week on IFA Talk, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs. With markets on edge and economic forecasts shifting rapidly, we’re joined by Nicolò Bragazza, Associate Portfolio Manager on Morningstar Wealth’s multi-asset team, to break down what financial advisers…

1
I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London 22:32

2M ago22:32

22:32

In this month's special 'Insurance & Protection' episode of IFA Talk, Matt and Sue are diving into a topic that sits at the core of great financial planning; value in the protection space. We hear the word 'value' all the time, but what does it actually mean? Is it just about price? Or is it about the true worth and benefits protection brings to cl…

1
How Financial Planners Can Win with Marketing in 2025 | Samantha Russell 42:02

2M ago42:02

42:02

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US. She shared insight after insight. Here’s one that really stuck with me: “Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up…

1
Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott 22:34

2M ago22:34

22:34

In this week’s episode of IFA Talk, Jenny and Sue are diving into the world of US investing—at a time when markets feel more jittery than ever. With recent volatility shaking investor confidence and big headlines dominating the financial news, it’s never been more important for advisers to help clients keep calm and stay focused. That’s why we have…

1
M&P Podcast #15: Bridging the mortgage gap with Chris Blewitt, Darlington Building Society 19:45

2M ago19:45

19:45

In this special Mortgage and Property edition of IFA Talk, hosts Sue and Matt explore how financial advisers can better support clients with more complex borrowing needs. They’re joined by Chris Blewitt, Head of Mortgage Distribution at Darlington Building Society, an organisation known for its flexible and personal approach to lending. Together, t…

1
Podcast #116: A Decade of Pension Freedoms - Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International 22:00

2M ago22:00

22:00

In this week’s episode of IFA Talk, we mark a major milestone in retirement planning: ten years since the introduction of Pension Freedoms. Jenny Hunter and Sue Whitbread are joined by Ed Monk, Associate Director at Fidelity International, to reflect on how this seismic shift has shaped the retirement landscape – and what advisers need to consider …

1
Paul Jackson from Invesco on Investment Strategy & Career Lessons 1:11:14

2M ago1:11:14

1:11:14

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership. Paul shares his honest reflections on a non-linear care…

1
Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook 22:54

2M ago22:54

22:54

In this episode of IFA Talk, we’re tackling some of the biggest questions in today’s global stock markets. US stockmarket indices have recently dipped to their lowest levels since last September, as concerns over tariffs, inflation, and even a potential US recession weigh on investors’ minds. Is this just a short-term correction, or the start of so…

1
GBI Podcast #4: The evolving VCT landscape: opportunities, challenges, and key growth sectors with James D’Mello, Fuel Ventures 14:30

2M ago14:30

14:30

Welcome to another special episode of IFA Talk in partnership with GBI Magazine. This time, we look at the ever-evolving VCT landscape and the opportunities it brings. IFA Magazine’s Senior Financial Journalist, Jenny Hunter, and GBI’s Content Editor, Matt Williams, are joined by James D’Mello, the Head of IFA Distribution at Fuel Ventures. With 15…

1
Can You Be a Financial Planner with ADHD & Dyslexia? 1:01:18

2M ago1:01:18

1:01:18

This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckland, a financial planner who has ADHD, dyslexia, and dyscalculia. Dan’s story is one of self-doubt, resilience, and transformation. Growing up, he was told by teachers he’d “never amount to anything.” …

1
Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell's Laura Suter 18:30

2M ago18:30

18:30

In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping clients move beyond the security of cash savings and towards long-term investment growth. This discussion highlights why so many savers still default to Cash ISAs, despite decades of evidence showing that investment returns have sig…

1
I&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat 18:45

3M ago18:45

18:45

The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April 2027. This shift has sparked big questions for advisers, especially around balancing pension strategies with protection planning. In this episode, we dive into: How the IHT changes impact pension planning — especiall…

1
Our Client Portal - clarityONLINE 7:14

3M ago7:14

7:14

In this episode of clarityON, we’re taking a deep dive into clarityONLINE, our secure, all-in-one digital portal designed to give you a complete view of your financial world. Host Leila Photiou, Digital Marketing Manager, is joined by Gordon Jones, clarity’s Chief Technology Officer, to explore how clarityONLINE empowers clients to track investment…

1
Podcast #113: The gender gap in finance - Jenny Segal addresses the barriers, solutions, and the business case for equity 24:52

3M ago24:52

24:52

In this episode of IFA Talk, we’re tackling one of the biggest issues in financial services today: the gender gap. While progress has been made, women in finance still face significant barriers to leadership, a persistent gender pay gap, and a workplace culture that often overlooks their contributions. But this isn’t just a matter of fairness—it’s …

1
Joining The St. James’s Place Financial Adviser Academy - A Success Story 39:53

3M ago39:53

39:53

Will Salmon, BTS Candidate Support and Business Development Adviser sits down with James Locke DipPFS from Chartered Edge Financial Planning, to ask about James' recent experience of being a delegate on the St. James's Place Financial Adviser Academy. James used BTS materials during his R0 exams and speaks about how they helped him through his Dipl…

1
Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm 51:30

3M ago51:30

51:30

Hiring Missionaries, Not Mercenaries with Guy Skinner In this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial Planning, to discuss what it really takes to build a sustainable, mission-driven financial planning firm. Key Takeaways: 🔹 Why ‘Missionaries, Not Mercenaries’ Is the Hiring Philosophy That Works…

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Podcast #112 | Mind the gap: empowering women investors with Barclays' Clare Francis for #IWD2025 20:17

3M ago20:17

20:17

In honour of last Saturday’s International Women's Day, IFA Magazine is excited to share this special edition of our weekly podcast, IFA Talk, focusing on strategies to bridge the gender investing gap. Recent data from Barclays Smart Investor indicates that women are disproportionately at risk of falling through the "advice gap" when it comes to in…

1
Podcast #111: #IWD25 special with The Apprentice winner Yasmina Siadatan (Dynamic Planner) 24:09

3M ago24:09

24:09

In celebration of International Women’s Day, we’re bringing you a special episode of IFA Talk, the weekly podcast from IFA Magazine. This time, we’re shining a well-deserved spotlight on the incredible contributions of women in financial services. Join Jenny Hunter and Sue Whitbread as they sit down with Yasmina Siadatan, Chief Revenue Officer at D…

1
Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown 35:44

3M ago35:44

35:44

🚀 How Do We Attract and Develop the Next Generation of Financial Planners? In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today. 🎯 We cover: ✅ The PFS Prof…

1
M&P Podcast #14: Are you up to date with later life lending options? Featuring Sanjay Gadhia, Standard Life Home Finance 18:09

3M ago18:09

18:09

Later life lending is evolving rapidly, with new products, changing regulations, and growing opportunities for advisers and their clients. In this special Mortgage and Property edition of IFA Talk, we’re joined by Sanjay Gadhia, Head of Sales at Standard Life Home Finance, who brings his expertise and passion for supporting advisers in this importa…

1
Chris Ball: Hoxton Wealth’s Big Plans for 2025 59:22

3M ago59:22

59:22

Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’s coming in 2025. From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not…

1
Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with M&G's Mark Devlin 16:29

3M ago16:29

16:29

In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers and their clients. With tax and pension changes following the 2024 Autumn Budget, it’s more important than ever for advisers to stay informed on the latest trends and opportunities in financial planning. To discuss these develo…

1
Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 — with BNY Investments’ Richard Parkin 18:43

3M ago18:43

18:43

Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income advice review sparking big conversations last year, 2025 brings even more focus from the regulator on ensuring firms deliver the best outcomes for clients. The regulator is watching closely, so it’s essential to sta…

1
Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields 46:25

3M ago46:25

46:25

🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥 In this episode of The Financial Planner Life Podcast, I sit down with Tony Fields, a former chartered financial planner turned performance coach, to discuss how high achievers in financial planning—and beyond—can break free from burnout, find clarity, and reach their ful…

1
I&P Podcast #10: What is driving increased demand and strong growth in Income Protection? With Shelley Read of Royal London 16:41

3M ago16:41

16:41

In this episode of IFA Talk, we explore the rising demand for income protection and what is driving its strong growth over the past 12 months. To help us unpack this topic, we are joined by Shelley Read, Senior Protection Technical Manager at Royal London. Shelley shares her expert insights into the factors influencing this increase, how advisers c…

1
Tax Year End Planning 2024/25 5:56

3M ago5:56

5:56

With the tax year-end fast approaching, now is the time to make the most of your allowances and tax-efficient strategies. In this episode of the clarityON Podcast, Francisca (Kika) Ferreira is joined by Naomi Kewell, a Chartered Financial Adviser at clarity, to break down everything you need to know before the Tax Year End, April 5th deadline. Key …

1
GBI Podcast #3: 30 years of VCTs - The past, present and future 14:54

3M ago14:54

14:54

Welcome to a special episode of IFA Talk in partnership with GBI Magazine. In this discussion, we take a deep dive into Venture Capital Trusts (VCTs) as they mark their 30th anniversary. How have they evolved since their inception? Why do they remain relevant in today’s investment landscape? And what does the future hold? To answer these questions,…

1
Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney 14:53

4M ago14:53

14:53

Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different. Can technology help? If so, how? What are the key obstacles, and how can advisers overcome them? In this episode, we dive into these pressing questions with Symon Stickney, Founder and CEO of C…

1
Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko 32:23

4M ago32:23

32:23

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future? To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, priv…

1
Podcast #107: The evolving role of Paraplanners - Mentorship, motivation and success strategies with Sam Patterson 31:46

4M ago31:46

31:46

We’re excited to bring you another insightful conversation from the world of financial services. Hosted by Sue Whitbread, editor of IFA Magazine, and senior financial journalist, Jenny Hunter, this week’s episode shines a spotlight on key topics from within the paraplanner profession.By IFA Magazine

1
Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler 32:18

4M ago32:18

32:18

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career within the company is a testament to the firm’s culture of innovation, career development, and commitment to diversity. We explore Joanna’s journey from marketing to operations, how Foster De…

1
Podcast #106: Investing in 2025 - What to look out for with Morningstar’s Dan Kemp 21:04

4M ago21:04

21:04

This week, Jenny and Brandon are diving into what lies ahead for investing in 2025. After the rollercoaster of 2024, the year ahead might look calmer, but it’s still packed with important questions and opportunities for advisers and their clients. We are joined this week by Dan Kemp, Chief Research and Investment Officer at Morningstar. Dan shares …

1
Podcast #105: Financial Services in an AI Era with Stuart Breyer from Mallowstreet 18:03

4M ago18:03

18:03

In our latest IFA Talk podcast, hosts Jenny and Brandon sit down with Stuart Breyer, CEO of Mallowstreet, to talk all things AI and its growing role in financial services. Stu shares how Mallowstreet is using AI, especially their SOFI tool, to make things run smoother and drive innovation. They chat about how AI can work alongside advisers to boost…

1
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession 48:02

4M ago48:02

48:02

Would you trust a financial planner under 30? There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge. After sitt…

1
M&P Podcast #13: Supporting first-time buyers in a challenging market. With Buckinghamshire Building Soc’s Claire Askham 15:52

4M ago15:52

15:52

A thriving property market relies on a strong foundation of first-time buyers. But with rising concerns about prolonged higher interest rates and the changes to those temporary stamp duty reliefs coming in from 1st April, the landscape is changing—and not in their favour. These shifts will impact everyone looking to move, but first-time buyers face…

1
Behind the Headlines: Neil Woodford Reflects on His Career 1:30:16

4M ago1:30:16

1:30:16

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services. Neil’s career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother’s floor to managing billions o…

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