Talk FS

By Talk FS

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Category: Careers

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Episodes: 37

Description

Join us as we dive into the world of financial services, bringing you insightful conversations with industry leaders and key figures. Whether you’re a Financial Adviser, Mortgage Adviser, Paraplanner, or a Financial Services Business Owner, Talk FS is your go-to podcast for uncovering the lessons learned and experiences that have shaped successful careers in the UK financial services sector. Tune in for expert advice, industry trends, and personal stories that will inspire and inform your journey in the financial services world. Subscribe now and never miss an episode!

Episode Date
Nick Lincoln: Lifestyle Financial Planning vs AI (S2, E27)
Aug 05, 2026
Becoming a Self-Employed Paraplanner: Rebecca Hewick's Story | Talk FS (S2, E26)
Jul 22, 2026
Financial Planning Coaching | Adrian Kidd on the Human Side of Financial Advice (S2, E25)
Jul 07, 2026
Women in Financial Advice | Danielle Sissons on Building a More Flexible Financial Planning Career (S2, E24)
Jun 23, 2026
From Investment Banking to Mortgage Advice | Rob Gill on Resilience, Leadership & Building Altura (S2, E23)
Jun 11, 2026
The Future of Mortgage Advice | Sarah Tucker on Building The Mortgage Mum Brand (S2, E22)
May 28, 2026
Protection Insurance Explained: Karla Edwards on Global Treatment & The Protection Parent (S2, E21)
May 13, 2026
From Professional Cricket to Financial Advice | Matt Machan on Building a Financial Planning Business (S2, E20)
Apr 30, 2026
Building a Successful Financial Planning Business | James Woodfall on Clients, Growth & Advice (S2, E19)
Apr 14, 2026
How to Build a Successful Career in Financial Advice | Sam Patterson | Talk FS (S2, E18)
Apr 01, 2026
How Much Do You Need to Retire? | Financial Planning Secrets with Amyr Rocha Lima (S2, E17)
Mar 19, 2026
The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community (S2,E16)
Mar 05, 2026
Why Paraplanning Is a Career — Not a Stepping Stone | Luke Sparkes (S2, E15)
Feb 17, 2026
How Mortgage Brokers Scale Their Business with Clarity, Consistency & Creativity | Ash Borland (S2,E14)
Jan 27, 2026
The Future of Financial Planning: Empathy, SOLLA Accreditation & Client Confidence | Henrietta Grimston (S2, E13)
Jan 08, 2026
Pete Matthew on Content-Led Growth in Wealth Management (S2, E12)
Dec 08, 2025
From Adviser to AI Innovator: How Tech Will Transform Financial Advice with Chanelle Pattinson (S2, E11)
Nov 20, 2025
Why Critical Thinking Will Make You a Better Financial Adviser | Jacqueline Lockie (S2, E10)
Nov 05, 2025
From Employee to Empowered: Claire's Financial Journey (S2, E9)
Oct 23, 2025
The Human Side of Money: Financial Coaching with Simonne Gnessen (S2, E8)
Oct 09, 2025
From Military to Mortgage Broker: Lewis Shaw’s Journey & Lessons for Advisers (S2, E7)
Sep 24, 2025
Chris Budd - Transforming Financial Advice Through Coaching (S2, E6)
Sep 10, 2025
From Employee to Entrepreneur: Marianne's Mortgage Journey (S2,E5)
Aug 27, 2025
How Serena Built a Mortgage Business From Scratch During Lockdown | Self-Employed Success Story (S2, E4)
Aug 13, 2025
As Tech Automates, Deep Emotional Awareness Is Your Secret Weapon — Insights from Jason Butler (S2, E3)
Jul 30, 2025
Why Most Financial Advice Gets It Backwards — Peter McGahan on Human-First Planning (S2, E2)
Jul 16, 2025
From the Bank Floor to the Big Stage: Emmanuel Asuquo on Financial Education (S2, E1)
Jul 02, 2025
IFA Admin to IFA Business Owner: The Journey with George Thomas #9
Dec 11, 2024
Innovating Financial Services: Insights into the FCA with Ravi Bhalla #8
Nov 27, 2024
Understanding the Value of Networks in Financial Services with Julia Smith #7
Nov 20, 2024
2024 Financial Planning Recruitment Summary with Adrian Watson #6
Nov 13, 2024
Demystifying Equity Release: What is Later Life Lending with Elaine Cook #5
Nov 06, 2024
My Journey to becoming a Financial Advisor with Linzi Webb #4
Oct 30, 2024
Effective Business Planning in Financial Services with Nick Hayes #3
Oct 23, 2024
Building a Strong Team in Financial Services with Helen Clague #2
Oct 16, 2024
Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1
Oct 15, 2024
Welcome to Talk FS
Oct 14, 2024