This week on the Adviser Gap podcast we are joined by the ever-passionate Catherine Morgan, Founder of The Money Panel. Listen in to hear Catherine’s journey and evolution to one of the upcoming stars within the profession. Hear how her own experiences created a focus on helping women to have a greater understanding of money, control their emotions around money and most importantly provide them with lasting confidence and lifelong skill for managing their finances...

This week on the Adviser Gap podcast we are joined by the energetic Anthony Villis, Managing Director of London based First Wealth. Listen in to hear how Anthony and First Wealth are planning to create a wave of positive change to improve the public’s perception of financial planning. There are great insights into how we can all play a part in this and how this can improve a budding financial planners progression. Tune in as Anthony offers great advice around the Adviser Gap too.

This week on the Adviser Gap podcast we are joined by the determined and passionate Neil Moles, CEO of The Progeny Group. Listen in as Neil talks us through his journey and how his values and principles are behind driving the profession forwards... As always there are loads of great advice and guidance offered for any budding financial planner; definitely a show not to be missed! Useful links: https://theprogenygroup.com/ https://theprogenygroup.com/blog/adviser-academy-investing-in-tomorrow/

This week on the Adviser Gap podcast we are joined by the legend that is Carl Richards, Certified Financial Planner, author of Behavior Gap, creator of the Sketch Guy column, keynote speaker and founder of The Society of Real Financial Advisors. ... Please get in touch with us if you would like a copy of the core chapters of the Behavior Gap.

Elizabeth Bradshaw is a Chartered Wealth Manager, Certified Financial Planner and Fellow of the PFS. Having joined Fiscal Engineers in 2009 as a financial planning technician after a spell with the RAF, Elizabeth has taken her career journey by the horns to become a highly skilled and qualified Financial Planner for one of the country’s most reputable financial planning businesses.

This week on the Adviser Gap Podcast we are joined by Jenny Madhoo, Chartered Financial Planner at the multi-award winning Acumen Financial Planning. Jenny has experienced the ups and downs of the financial services sector, but has always looked to take the positive from all of her experiences. Having studied her passion of art history at the University of Warwick, she was attracted to the bright lights of London and then a life changing opportunity led to a move to the Scottish Highlands.

We are joined from the other side of the English Channel in The Netherlands by ex-professional sportsman, best-selling author, TEDx speaker and Financial Adviser coach Michiel Van Vugt. Michiel has spent more than a decade helping financial advisers in The Netherlands create and deliver a better service for their clients. His life mantra, is making sure you are “living the life that you want”.

This week on the Adviser Gap podcast we are joined by 2 advisers from forward-thinking financial planning firm First Wealth. Rob Schwarz & Scott Millar are both young, ambitious financial planners who have fast-tracked their careers to representing one of the most innovative lifestyle financial planning businesses in the country. We are sure you will appreciate their no-nonsense approach to career progression.

This week on the Adviser Gap podcast we are joined by Jo Little, Director and Chartered Financial Planner at Hertfordshire based Emery Little. Jo is the third generation of ‘Littles’ in Emery Little, following in her Dad and Grandad’s footsteps. She is a Chartered Financial Planner and became a Fellow of the Personal Finance Society at just 27. Not satisfied with that, she then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP).

This week on the Adviser Gap podcast we are joined by Justin King, Managing Director of MFP Wealth Management, a Christchurch based financial planning firm specialising in retirement planning. He has a fascinating story to tell and is one of the most interesting characters in the world of financial planning today. We’re sure there will be lots to take away and implement for listeners to this conversation

Pushing the Profession Forwards with Alasdair Walker This week on the Adviser Gap podcast, we are delighted to be joined by Alasdair Walker, Director of Leicestershire based financial planning firm, Handford, Aitkenhead & Walker. Listen in as he shares his story on how persistence and hard work have seen him rise from mortgage underwriter to Chartered Financial Planner and Director of a business he is proud to represent.

This week we are joined by Jeannie Boyle, Executive Director and Chartered Financial Planner at EQ Investors. Listen in as Jeannie shares her journey from fresh faced entrant to technical whizz to Executive Director. During the show she talks about her passions for Impact Investing and how this was driven by a personal desire to give up smoking and make the world a better place.

This week on the Adviser Gap podcast, we are joined by Lee Robertson, CEO and founder at Octo Members Group; a dynamic content app for financial services professionals, by financial services professionals. In this episode, Lee takes us through his journey from what he learned during his armed forces days, to setting up, running and eventually selling his wealth management business Investment Quorum to his employees and now with his new start-up venture, Octo Members....

Tom Morris – Director & Chartered Financial Planner, Ovation Finance Ltd This week, we are joined by Tom Morris, AKA Tight-ass Tommo, Director and Chartered Financial Planner at Ovation Finance Ltd.  Hear how Tom’s journey from a Sport Science degree and the courtship of his now wife led him to first moving to the bright lights of London, and then to Bristol. Which is where he crossed paths with former guest and friend of the show Chris Budd. Listen in to Tom’s side of the infamous...

This week we are joined by Nji Lorimer, Director and Chartered Financial Planner at London & Capital. Listen in as Nji shares some brilliant insights from her journey so far, from balancing her career ambition and professional development with her life as a mum of two, to transitioning from her role as a technical Paraplanner to a confident and capable Financial Planner...

This week, the hosts welcome Chris Budd to the Adviser Gap podcast. Chris is perhaps best known as the Founder and Chairman of Bristol based financial planning firm, Ovation Finance. As well as his continuing work with Ovation, Chris also chairs the Initiative for Financial Wellbeing and is founder of the Eternal Business Consultancy. He is also the author of several novels as well as The Financial Wellbeing book and host of The Financial Wellbeing podcast...

This week we welcome Laura Thursfield to the Adviser Gap podcast. Laura is a Financial Planner at Mazars UK and winner of both the Birmingham Young Professional of the Year and Women in Finance Awards in 2018. Laura is also a Founding Member of Mazars ‘Speakeasy’ Network, responsible for championing the acceptance of disability in the workplace, with commitment to changing the way the organisation sees and reacts to physical and mental health concerns. Listen in as Laura shares her experiences!

We live in strange times. Unprecedented, unique times. It is fair to say that nobody in the financial planning profession today has lived and worked through a period such as that we are facing now... ... In this special episode, we are delighted to be joined by; Amyr Rocha-Lima of Holland Hahn & Wills, James Beck of Fiscal Engineers, Natalie Wright of Mazars, Josh Butten of Boosst Financial and Daniel Martin of MDM Wealth.

This week, we are delighted to kick off series 2 of the Adviser Gap podcast with none other than Tommy Watson @tommywatsonFPFS - Chartered Financial Planner with award-winning financial planning firm, Paradigm Norton. A Business Finance graduate from Durham University, Tommy has over 10 years’ experience working in financial services, both in the UK and Singapore before joining The Red House in 2014, who have since merged with Paradigm Norton. Tommy was named in New Model Adviser’s Top 35 UK...

An introduction to the long awaited Series 2 of The Adviser Gap outlining what we have in store for you over the coming shows. So, strap yourselves in and let us continue supporting you on your journey

Part 2 of our series 1 highlights, featuring more fascinating insights and guidance from our esteemed guests, once again helping you bridge the gap to becoming a first class financial planning professional. Enjoy.

This week, as we gear up to bring you the eagerly anticipated series 2 of the Adviser Gap podcast, we are delighted release a highlight reel featuring some of our favourite insights from the excellent guests who have joined us so far. As there was so much shared throughout the series, we will be splitting this into a two-parter, making sure not to miss any pearls of wisdom from some of the leading lights of the financial planning profession...

In this episode, we are delighted to offer a bonus interview with none other than Mr Nick Lincoln, Director of Radlett based Lifestyle Financial Planning firm, Values to Vision. As well as his day job delivering a first class financial planning experience to a select group of client families, Nick is also an accomplished writer, speaker and coach to other financial planning professionals...

Joel Adams – Life Financial This week on the Adviser Gap podcast, we are delighted to be joined by Joel Adams, Founder and Chartered Financial Planner at Lift Financial Group, possibly one of the most successful and progressive financial planning firms in the country, who specialise in working with leading financial services professionals...