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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This week, host Lewis Byford speaks with Ciaran Stark, Operations Manager at Begley Brown Financial Solutions. Ciaran’s passion for numbers led him to a BA (Hons) in Finance, Investment & Risk and a career that blends financial planning with operational innovation.

At Begley Brown, Ciaran focuses on enhancing client experiences through technology, drawing on his experience as both a financial planner and operations manager. Outside of work, he’s a rugby referee and recent father.

Tune in for Ciaran’s insights on the intersection of finance, operations, and technology.

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