Show Notes
In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche Bank to becoming a self-employed IFA and financial planner. Just two years into her financial planning career, Caroline has built £14 million assets under management, while balancing family life and designing a career with genuine flexibility. Caroline shares her full journey from investment banking to financial planning, including how she...
More from Financial Planner Life Podcast
How do you become a financial adviser on a salary, without the financial risk of going self-employed? Jason Howard, Founder & CEO of Insight IFA, and Greg Ryan, Performance Director at Insight IFA, join Sam Oakes on Financial Planner Life to explain how they train, pay and mentor new financial advisers and financial planners, and why 37% of their advisers are under 30. Find out more about Insight IFA Jason started in financial planning in 1989, commission only, and ended up in hospital. W...
Find out more about Aberdeen Adviser: https://fpl.partners/aberdeen-adviser Connect with Derek Smith on LinkedIn: https://www.linkedin.com/in/derek-smith-b687721/ Why does the financial advice process still take seven systems and seven hours? Derek Smith, Chief Product & Technology Officer at Aberdeen Adviser, joins Sam Oakes on Financial Planner Life to explain what is broken for UK financial advisers and financial planners, who is to blame, and how AI could fix it. A financial adviser ...
Learn more about The Openwork Partnership How do you move from employed administrator and paraplanner to self-employed financial adviser, business owner and appointed representative of The Openwork Partnership? In this Financial Planner Life podcast, Sam Oakes speaks with Rose Hawkins, founder of Pebble Rose Wealth, about financial adviser training, self-employment and building a financial planning business within The Openwork Partnership network. Rose joined the first Openwork Partne...
Learn more about the St. James's Place Academy When a financial adviser retires, their clients do not retire with them. Somebody has to be ready to pick up those relationships, and the profession is not currently producing enough people to do it. Sam Oakes welcomes back Gee Foottit, who leads the St James’s Place Academy, the longest running adviser training programme in the profession, to talk through what has changed for 2026. Almost 50% of financial advisers in the UK are over 50, and fewe...
An adviser told Brian McLaughlin he was about to disengage 300 clients because he simply could not service them anymore. He did not want to. He just could not see another option. Brian McLaughlin is the founder of Pillar Client Services, and he has spent 27 years in financial services, from Prudential through to Rathbones and Octopus. Two and a half years of MBA research took him inside around 250 IFA firms, and what he found was a time problem dressed up as a client problem. Firms know they ...