The Financial Planning Podcast
1) Pete Matthew - Meaningful Money
In this episode of The Financial Planning Podcast, Lewis is joined by Pete Matthew, Chartered Financial Planner, author, and the creator of Meaningful Money, to explore what really separates great pla...Show More
2) Alex Crowther - Timeline
In this episode of The Financial Planning Podcast, Lewis sits down with Alex Crowther from Timeline, one of the fastest-growing DFMs in the UK and a valued collaborator of the Financial Planning Club....Show More
3) Ben Edwards - Albion
In this episode, Lewis is joined by Ben Edwards, Director and Senior Investment Analyst at Albion Strategic Consulting to discuss the power of investment partnerships, simplifying complexity, and buil...Show More
4) Chris Hindle & James Mackay - Frazer James
In this episode, Lewis is joined by Chris Hindle and James Mackey, co-founders of Frazer James, for a candid and inspiring conversation about building a modern, values-led advice business. From bad di...Show More
5) Dennis Harhalakis - The Money Coaching Institute
In this episode, Lewis is joined by Dennis Harhalakis, Certified Money Coach, trainer, and founder of Cambridge Money Coaching, for a powerful conversation on the emotional side of financial advice. W...Show More
6) Mark Livingston - Aspen
In this episode, Lewis is joined by Mark Livingston, COO at Aspen, for a practical, honest conversation about the real operational challenges advice firms face when trying to grow and how the right in...Show More
7) Podcast on Tour! Verve Evolution 2025 - Laurie Jacques
From pulling pints in a Working Men’s Club to leading distribution at one of the fastest-growing platforms in financial services, Laurie Jacques’ journey is packed with grit, perspective, and hard-ear...Show More
8) Podcast on Tour! Verve Evolution 2025 - Nila Mistry
Nila Mistry’s journey into financial planning began in 1992, driven by instinct, resilience, and a desire to defy expectations. In this open and powerful conversation, Nila reflects on a career that’s...Show More
9) David Scholes - FE fundinfo
In this episode, Lewis is joined by David Scholes, Director of Wealth Sales at FE FundInfo, for an in-depth conversation about the tech that's powering better advice. David shares his journey from hel...Show More
10) Podcast on Tour! Verve Evolution 2025 - Tim Gale
With more than two decades in financial services and 14 years running his own business, Tim has built a reputation for helping firms get the most out of their back-office systems, particularly Intelli...Show More