
Financial Planner Life Podcast
by Sam Oakes
Is this your podcast?Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 4 chart positions in 4 markets.
By chart position
- 🇬🇧GB · Careers#19300K to 1M
- 🇸🇪SE · Careers#8610K to 30K
- 🇸🇬SG · Careers#127500 to 3K
- 🇮🇪IE · Careers#132500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
156K to 518K🎙 ~2x weekly·270 episodes·Last published 2d ago - Monthly Reach
Unique listeners across all episodes (30 days)
311K to 1.0M🇬🇧97%🇸🇪3%+2 more - Active Followers
Loyal subscribers who consistently listen
93K to 311K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 26 epsHost
Recent guests
Recent episodes
She Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner
Aug 31, 2026
45m 39s
From Financial Planning Degree To Head Of Advice In Dubai
Aug 27, 2026
37m 17s
From IFA Network To Directly Authorised - One Financial Solutions Next Chapter!
Aug 24, 2026
49m 36s
The Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis
Aug 20, 2026
52m 34s
This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance
Aug 17, 2026
32m 33s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 8/31/26 | She Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner | Towards the end of her ten years in law, Imogen worked out that fifteen hour days for three and a half months would get her to the billable hours she needed for her bonus. She did it, hit the number, and then handed in her notice. Sam Oakes speaks to Imogen Winfield, Paraplanner and soon to be qualified financial planner at City Gate Financial Planning, about the five month career break that became a complete change of profession. Imogen spent a decade at a US law firm, ... | 45m 39s | ||||||
| 8/27/26 | From Financial Planning Degree To Head Of Advice In Dubai | Rebecca Ellis became a Chartered Fellow in her early twenties, but becoming a financial adviser wasn’t her immediate next step. Today, she is Head of Advice at Titan Wealth International in Dubai, with experience spanning technical financial planning, paraplanning, international advice, operations and leadership. In this episode of the Financial Planner Life Podcast, in partnership with Titan Wealth, Sam Oakes speaks with Rebecca about her career journey and the range of opportunities avail... | 37m 17s | ||||||
| 8/24/26 | From IFA Network To Directly Authorised - One Financial Solutions Next Chapter! | After 13 years inside a financial advice network, Wayne Griffith and One Financial Solutions have become directly authorised by the FCA. But what does it really take to become a directly authorised financial advice firm? How long does FCA authorisation take, what are the risks, and when is the right time to leave a network? Wayne joins Sam Oakes on the Financial Planner Life Podcast to share the full story behind One Financial Solutions becoming directly authorised. The process took around 18... | 49m 36s | ||||||
| 8/20/26 | The Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis | Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s newspaper. The idea dates back to a reference Trevor found from the London Evening Standard, a clock face marking out stages of the economic cycle: recession, recovery, late cycle, slowdown, each paired with the assets that historically perform well there. The problem, he explains, is that confirming exactly where you sit on that clock in real time ... | 52m 34s | ||||||
| 8/17/26 | This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance | Think about it like Netflix, but for CPD. That's how David Tait, of Redmill Advance, describes the platform he's built for financial advisers, back on this week’s episode to talk through it. Rather than static articles followed by a handful of multiple-choice questions, the platform's content is genuinely interactive: cards to flip, embedded videos you have to engage with, and many tests to work through along the way, specifically so advisers actually retain what they've studied rather ... | 32m 33s | ||||||
| 8/13/26 | You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed | Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job entirely alone, while her client bank was still small. She lays out exactly what that year looked like in conversation with Sam Oakes this week Laura Fordham's route into financial planning wasn't planned. She started out on maternity cover in an admin role at Barclays Wealth, and it was proximity to the financial planning job , printing client packs and ... | 46m 39s | ||||||
| 8/6/26 | From Level 4 To Chartered Financial Planner - Is It Worth It? | Lewis Prosser has spent years myth-busting what it takes to go chartered. He is joined this week by David Tait of Redmill Advance. Lewis runs the St. James's Place programme supporting advisers from Level 4 through to Chartered status, and one of the most common myths he encounters is the assumption that becoming a Chartered Financial Adviser requires five years of experience, specifically as a financial adviser. Interestingly, Lewis has never advised a client himself, yet he’s ch... | 59m 32s | ||||||
| 8/3/26 | Why Financial Advisers Shouldn’t Sign Long-Term AI Contracts - Hardy Michel From Marloo | Hardy Michel is the founder of Marloo, an AI tool for financial advisers, and one of the most unusual things you'll hear him say as a tech founder, is that he'd rather you didn't sign a long-term contract for AI - even though it works against him commercially! Spending years working behind the scenes at retail investing platforms, Hardy Michel watched the same pattern play out again and again: people wanting to do the right thing with their money, then panicking and getting it wrong the momen... | 49m 26s | ||||||
| 7/30/26 | How A Mortgage Adviser Built A Predictable Income As A Financial Planner | Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in funds under management in 18 months, without ever fully stepping away from the mortgage business she'd run for 15 years. In this episode, Natalie explains why a transactional mortgage career, however loyal her 1,200-client bank was, left her wanting something more predictable, and what it actually took to build financial planning on top of it rather than i... | 48m 50s | ||||||
| 7/27/26 | How a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution | Dan Hobbs, CEO at New Leaf Distribution, joins Sam Oakes to talk about what building their own podcast has delivered for an IFA Network. He's joined by his father, Founder & Chairman of New Leaf Distribution, Mark Hobbs, whose own scepticism about podcasting turned around once it started outperforming close to £1,000,000 spent on Google Ads." In this episode, Dan and Mark explain why Mark was initially convinced podcasting was a gimmick, and what it took for Dan to change his mind. They t... | 54m 16s | ||||||
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| 7/23/26 | ADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks | Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent individuals in financial planning. Dan spent a decade as a regulated financial adviser, as well as a bank manager in his early twenties, before founding Neuro Sparks with his mother three years ago. He lives with ADHD, dyslexia and dyscalculia himself, and that experience now shapes every part of how he trains other financial planners. In this conversation, D... | 53m 57s | ||||||
| 7/20/26 | financial planningUS assets+3 | Matthew Samuel | Titan Wealth International | UKUS+1 | financial plannerUS assets+3 | — | 38m 19s | ||
| 7/16/26 | financial planningcareer transition+3 | Samantha Wood | Wood Mitchell Financial PlanningSt. James’s Place | British Army | financial planningself-employed+3 | — | 1h 01m 17s | ||
| 7/13/26 | financial advisingentrepreneurship+3 | Romany Youell | The Finance Woman | UK | financial adviserentrepreneur+3 | — | 58m 20s | ||
| 7/9/26 | financial planningcareer development+3 | Aycan Richards | Titan Wealth | QatarDubai | financial planningcareer+5 | — | 41m 15s | ||
| 7/6/26 | LinkedIn marketingclient acquisition+3 | Louis Adkins | LinkedInLeadGenFS | — | financial advisersLinkedIn+3 | — | 54m 30s | ||
| 7/2/26 | financial planningcareer development+3 | John Somerville | FCA | UK | financial advisercareer change+3 | — | 1h 01m 33s | ||
| 6/29/26 | financial planningcareer change+3 | Adele CableVictoria Cable | Advanced Wealth | — | financial plannercareer change+3 | — | 1h 08m 33s | ||
| 6/25/26 | care costsfinancial planning+3 | Stephanie Leung | KareHero | UKUber | care costsfinancial planners+5 | — | 42m 08s | ||
| 6/18/26 | international financial planningcareer advice+4 | Andreas Hollas | Titan Wealth | UKDubai | financial plannerinternational advice+5 | — | 48m 52s | ||
| 6/11/26 | trust in financial servicesclient relationships+3 | Chris Larkin | Big Rock | UK | financial plannerstrust+3 | — | 1h 14m 47s | ||
| 6/4/26 | financial planningtraining+3 | Hannah Wooldridge | — | — | financial plannertraining+3 | — | 44m 10s | ||
| 5/28/26 | financial planningcareer paths+3 | Tim Brienza | financial planning firm | SwanseaCheltenham | financial plannerclient base+3 | — | 1h 05m 59s | ||
| 5/21/26 | wealth transferfinancial planning+3 | Ben Mason | Kinvault | — | financial advisersAUM+3 | — | 35m 58s | ||
| 5/15/26 | financial planninginvestment management+3 | George DaveyMatt Beddall | Titan Private Wealth | — | financial plannersinvestment managers+3 | — | 55m 17s | ||
Showing 25 of 299
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Chart history for Financial Planner Life Podcast
Peaked at #19 in United Kingdom, currently #19 in United Kingdom.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United Kingdom | — | #19 | #19 | — |
| Sweden | — | #86 | #86 | — |
| SG | — | #127 | #127 | — |
| Ireland | — | #132 | #132 | — |
Chart Positions
4 placements across 4 markets.
Chart Positions
4 placements across 4 markets.