In this episode of ScaleUp Radio, we're joined by Matthew Naylor, the founder of Whitestone Financial Planning, an independent financial advisory firm that's built around one core value – personal connection.

Matthew shares the fascinating journey of launching his own advisory firm just three years ago, following a career that began not in finance, but in law. After realising his passion for working directly with clients and demystifying the world of finance, Matthew stepped into entrepreneurship – and never looked back.

We explore how Whitestone stands apart by prioritising genuine conversations over automation, and why taking time to understand each client's life and goals forms the backbone of their success.

🔍 In This Episode, We Cover:

• The origin story of Whitestone Financial Planning – and why Matthew chose to go independent after a major acquisition changed the culture of his previous firm
• The biggest hurdles of starting a financial advisory business, including navigating compliance and building credibility from scratch
• How referrals, relationships, and calm reassurance during market uncertainty have fuelled Whitestone's growth
• Why trying to "time the market" is never the answer, and the long-term investment philosophy that guides their advice
• The realities of building recurring revenue in a client-focused business model – and planning for future succession
• Insights on marketing as a financial advisor, including the power of networking and learning when to outsource

Throughout the episode, Matthew also reflects on the value of continuous learning, his use of external support to deliver better client communications, and how staying true to his ethos has helped him build trust and loyalty with his clients.

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For now, continue listening for the full story from Matthew.

Scaling up your business isn't easy, and can be a little daunting. Let ScaleUp Radio make it a little easier for you. With guests who have been where you are now, and can offer their thoughts and advice on several aspects of business. ScaleUp Radio is the business podcast you've been waiting for.

If you would like to be a guest on ScaleUp Radio, please click here:

https://bizsmarts.co.uk/scaleupradio/kevin

You can get in touch with Kevin here:

[email protected]

Kevin's Latest Book Is Available!

Drawing on BizSmart's own research and experiences of working with hundreds of owner-managers, Kevin Brent explores the key reasons why most organisations do not scale and how the challenges change as they reach different milestones on the ScaleUp Journey. He then details a practical step by step guide to successfully navigate between the milestones in the form of ESUS - a proven system for entrepreneurs to scale up.

More on the Book HERE - https://www.esusgroup.co.uk/

Matthew can be found here:

https://www.whitestonefp.com/

[email protected]

https://www.linkedin.com/in/matthew-naylor-fpfs/

Resources:

Outlook - https://outlook.live.com/mail/about/index_en.html