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.
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Total monthly reach
Estimated from 3 chart positions in 3 markets.
By chart position
- 🇬🇧GB · Careers#21100K to 300K
- 🇳🇿NZ · Careers#933K to 10K
- 🇸🇬SG · Careers#177500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
52K to 157K🎙 ~2x weekly·270 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
104K to 313K🇬🇧96%🇳🇿3%🇸🇬1% - Active Followers
Loyal subscribers who consistently listen
41K to 125K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 12 epsHost
Recent guests
Recent episodes
How Financial Planners and Investment Managers Serve Wealthy Families
May 15, 2026
55m 17s
I left St James's Place for an IFA and Instantly Regretted it!
May 7, 2026
46m 07s
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!
Apr 30, 2026
1h 13m 46s
The Truth About Selling an International Financial Planning Business
Apr 23, 2026
58m 44s
Are These AI Agents for Financial Planners the best in 2026?
Apr 16, 2026
1h 10m 21s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/15/26 | How Financial Planners and Investment Managers Serve Wealthy Families | Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experience regardless of who's in the room or where the client happens to be. In this episode of Financial Planner Life, Sam sits down with George Davey (Financial Planner) and Matt Beddall (Regional Managing Partner) from Titan Private Wealth, to discuss what that kind of part... | 55m 17s | ||||||
| 5/7/26 | I left St James's Place for an IFA and Instantly Regretted it!✨ | financial planningcareer transition+3 | Alwyn Van Staden | St. James's PlaceFinancial Planner Life+1 | — | financial planningcareer path+3 | — | 46m 07s | |
| 4/30/26 | Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!✨ | financial planningjob market+3 | James Mackay | Frazer James | — | financial planningbest paid jobs+3 | — | 1h 13m 46s | |
| 4/23/26 | The Truth About Selling an International Financial Planning Business✨ | selling a businessfinancial planning+4 | Dan Dickinson | Financial Planner Life | — | financial advicebusiness sale+4 | — | 58m 44s | |
| 4/16/26 | Are These AI Agents for Financial Planners the best in 2026?✨ | AI in financefinancial advising+3 | Alan Gurung | AI agentsAdvisoryAI | — | financial plannersAI technology+3 | — | 1h 10m 21s | |
| 4/9/26 | Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice✨ | financial planningconsolidation+3 | James KaberryAndrew Fearon | Titan WealthUK | — | financial adviceconsolidation+3 | — | 44m 32s | |
| 4/2/26 | Building a Financial Planning Career in Public: Lessons, Risks & Opportunities✨ | financial planningdebt management+3 | Hannah Wooldridge | — | £10,000 | financial planningdebt-free+3 | — | 37m 20s | |
| 3/26/26 | From Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change✨ | career transitionfinancial planning+3 | Ethan Waller | Titan Wealth | — | financial advisercareer change+5 | — | 48m 48s | |
| 3/19/26 | Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership✨ | financial planningprofessional development+3 | Helen LonglandDavid Tait | OpenworkRedmill Advance | — | financial planneracademy+5 | — | 1h 02m 44s | |
| 3/13/26 | A Financial Adviser Built AI That Replaced His Job for £149 a Month✨ | artificial intelligencefinancial advising+3 | Max Anderson | Wealth Space | — | financial adviserAI+3 | — | 50m 02s | |
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| 3/5/26 | Investment Banker to Self Employed IFA - Caroline Laudren✨ | career transitionfinancial planning+3 | Caroline Laudren-Quillet | Deutsche Bank | — | investment bankingfinancial planner+3 | — | 59m 54s | |
| 2/19/26 | Building An International Financial Advice Powerhouse - Titan Wealth International✨ | International Financial PlanningCareer Development+3 | Tyla PhillipsWilliam Burrows | Titan Wealth International | Dubai | financial planningTitan Wealth International+3 | — | 56m 59s | |
| 2/5/26 | How A Paraplanner Became A Financial Planner At Titan Wealth✨ | career changefinancial planning+3 | Azela | Titan WealthFinancial Planner Life Podcast+1 | — | financial advisercareer change+3 | — | 40m 21s | |
| 1/23/26 | Redmill Advance: Raising Standards in Financial Planning Education & Qualifications | In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advance, our official training and development sponsor for 2026. David shares the inspiring growth journey of Redmill Advance and how they are transforming training and development in the financial planning profession through accessible qualifications, CPD, and behavioural support. From self-study learners to large-scale corporate academies, David explains how... | 47m 38s | ||||||
| 1/14/26 | 42-Year Legacy, Startup Energy: Reinventing a Family Advice Firm | This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick, co-owner of MLP Wealth Management, a financial planning firm based on the high street in Surrey with a powerful story: a 42-year legacy that's now being run with the mindset and energy of a startup. Sean and his brother have taken the reins from their father, infusing the business with a culture built on innovation, career development, and deep local community ties. From installing a defibrillator on their offic... | 44m 56s | ||||||
| 1/8/26 | How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice | In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment. 🔥 Key Takeaways: A Non-Traditional Start: Heather began her career in retail and ran a furniture busi... | 45m 31s | ||||||
| 12/17/25 | From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm | Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management. Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, wi... | 51m 06s | ||||||
| 12/11/25 | How A 20% Pay Cut Became A Career Breakthrough In Wealth Management | In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay cut for growth as a trainee Financial Planner, and ultimately choosing a role that lets him help build a business rather than just sustain one. Neil shares: How his early roles in banking taught him core skills (customer service, fact‑finding, rel... | 57m 14s | ||||||
| 11/26/25 | Life as a Hyper Local Female Financial Planner in Bishop’s Stortford | In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford. We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentorship. Tammy shares her 20-year journey in financial services and why creating a flexible, values-led business was essential for her success and her... | 56m 17s | ||||||
| 11/19/25 | How to Build a Referral-Driven Financial Planning Business with Rosie Hooper | This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Rosie shares her inspiring 26-year journey from her early days in bank management, through corporate employee benefits, to becoming a highly respected private client planner. Rosie talks candidly about how growing up in a household where money was tight shaped her relationship with finances and fuelled her passion for planning. She opens up about t... | 45m 02s | ||||||
| 11/12/25 | He Built 40 Clients in a Library. Now He Manages £58M AUM | This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch. After 22 years working in a building society, James made the leap into self-employment. With no client book and no lead funnel, he turned to his local community for opportunity. His strategy? Show up in person, build trust and off... | 36m 31s | ||||||
| 11/7/25 | From the Trading Floor To Financial Planner with £70 Million AUM | In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan. Kanishk opens up about growing up in a small to... | 46m 41s | ||||||
| 10/29/25 | Active vs Passive investing: A Pointless Debate for Financial Planners? | In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic... | 55m 50s | ||||||
| 10/8/25 | From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice | Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs. In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM without relying on social media or paid marketing. Instead, she focused on referrals and long-term, values-led growth. You’ll learn: How to transitio... | 38m 27s | ||||||
| 10/3/25 | Can 105 Financial Advisers Be Wrong? Find Out! | Is This the Best IFA Network? Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: reach out to new leaf - click here Welcome back to the Financial Planner Life Podcast, where we explore what it really takes to build a meaningful and rewarding career in financial planning. This week, host Sam Oakes speaks with Sam Wallis, Managing Director of New Leaf Distribution, to unpack how this IFA network is giving self-employed advisers true branding freedom, community support,... | 34m 32s | ||||||
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Chart Positions
3 placements across 3 markets.
Chart Positions
3 placements across 3 markets.