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Sam Oakes
The Financial Planner Life Podcast
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them...
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Ratings & Reviews
4.9 stars from 43 ratings
The Financial Planner Life Podcast is an amazing resource for anyone in the profession. I have spent countless hours listening to the various conversations and have picked up loads of valuable tips. Thank you for a fantastic podcast!
Adjoho97 via Apple Podcasts · Great Britain · 03/07/24
Just brilliant
If you want a good idea of what it’s like to be in this profession and you’re looking for a wide variety of opinions. This is a must listen. Sam is a superb interviewer, he really draws out the best from the guests and understands the journey
Skinnerguk via Apple Podcasts · Great Britain · 01/31/24
Great podcast, host and team.
Great host with a variety of guests with different experiences and views of the industry. As a young person within the industry it has allowed me to consider a range of views and helped me in understand the route I’d like to take. Guests are also willing to chat if you connect and reach out to...Read full review »
dillz145 via Apple Podcasts · Great Britain · 08/10/23
Recent Episodes
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy?  - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a...
Published 04/09/24
Published 04/09/24
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo.  Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story,...
Published 04/09/24
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