• The Financial Planning Podcast

  • 著者： Lewis Byford
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The Financial Planning Podcast

著者： Lewis Byford
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  • Hosted by Lewis Byford, the Co-founder of Antony George and the Financial Planning Club, The Financial Planning Podcast brings you inspiring stories and invaluable insights from Operations Managers, Directors, and Owners of successful financial planning businesses. In each episode, Lewis sits down with industry leaders to uncover their top tips and strategies for growing and driving business success. But it’s not just about the numbers – we also delve into the personal journeys of these professionals, exploring how they built their careers and businesses to what they are today. Whether you're looking to expand your financial planning business or seeking inspiration from the best in the industry, this podcast offers a unique blend of professional advice and personal stories that will motivate and educate. Tune in and learn from the experts on The Financial Planning Podcast – where financial success meets personal growth.
    2024
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あらすじ・解説

Hosted by Lewis Byford, the Co-founder of Antony George and the Financial Planning Club, The Financial Planning Podcast brings you inspiring stories and invaluable insights from Operations Managers, Directors, and Owners of successful financial planning businesses. In each episode, Lewis sits down with industry leaders to uncover their top tips and strategies for growing and driving business success. But it’s not just about the numbers – we also delve into the personal journeys of these professionals, exploring how they built their careers and businesses to what they are today. Whether you're looking to expand your financial planning business or seeking inspiration from the best in the industry, this podcast offers a unique blend of professional advice and personal stories that will motivate and educate. Tune in and learn from the experts on The Financial Planning Podcast – where financial success meets personal growth.
2024
リーダーシップ 就職活動 経済学
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エピソード
  • Charlie Chami - Glamis IFA

    Charlie Chami - Glamis IFA
    2024/11/12

    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.

    Connect with Lewis Byford

    Connect with Charlie Chami

    Follow The Financial Planning Club

    The Financial Planning Club Website

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    58 分
  • Andrew Spence - Aspen

    Andrew Spence - Aspen
    2024/11/05

    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.

    Connect with Lewis Byford

    Connect with Andrew Spence

    Follow The Financial Planning Club

    The Financial Planning Club Website

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    47 分
  • Lee Waters - Barwells Wealth

    Lee Waters - Barwells Wealth
    2024/10/29

    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.

    Connect with Lewis Byford

    Connect with Lee Waters

    Follow The Financial Planning Club

    The Financial Planning Club Website

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    53 分

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