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 profession.
Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! 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 stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.
We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.
The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam then worked as the Head of Creative for Hoxton Wealth in Dubai, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm before leaving Hoxton Wealth in 2025 to focus purely on financial planner life podcast and the financial planner life creative studio helping product/service providers and financial planning firms build podcasts and video content into their social marketing strategies.
Sam Oakes has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.
He sees himself as a partner to the financial planning profession and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.
Please reach out to sam oakes directly on sam@financialplannerlife.com if you would like to be a guest on this podcast or build a strategic advertising partnership. We welcome product and service providers that want to promote their product, services or tech to financial planners as well as companies who want to attract talent (recruitment ) to their financial planning company.
Financial Planner Life Podcast
Latest Episodes
I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!
What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years?In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Sama...
.jpg)
How the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell
Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 she had built a £10 million financial planning business. But the journey between those two momen...
.jpg)
Aycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth
Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the decision to sell her business and hand her clients over to Titan Wealth.In this epi...
.jpg)
.jpg)
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
