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Future Fit Financial Planning: In Conversation with James McPartland
The Adviser Who Walked Away
In conversation with James McPartland
In this episode, James is joined by James McPartland to explore the story behind building and ultimately walking away from a £400m financial planning business.
Built from scratch under the St. James’s Place model, James and his partners grew a highly successful firm before making the decision to leave and start again. In this candid conversation, he shares what pushed them to that point, what they got wrong along the way, and what they would do differently if they had their time again.
In this episode, they discuss:
- Building an advice business from scratch in your twenties
- Growing organically to £400m of client assets
- The realities of operating within a large advice model
- The frustrations that led to the decision to leave
- What happens when you resign from your own business
- The risks, pressure and personal impact of starting again
- Lessons learned — and what they would do differently
- Why client relationships matter more than brand names
This episode offers a candid and practical look at one of the biggest decisions an adviser can make, and what it really takes to start again.
If you’re a financial planner, adviser or business owner thinking about the future of your firm, this episode is for you.
Chapters
00:00 Introduction
02:20 How James Fell Into Financial Planning
07:00 Starting Out With Just a Phone
12:00 Building an Advice Business in Your Twenties
18:00 Joining St. James’s Place
24:00 Growing the Business to £400m
32:00 When Things Started to Feel Misaligned
40:00 The Frustrations That Built Over Time
48:00 Deciding to Leave the Business
57:00 The Risks of Walking Away
01:05:00 Stress, Family and the Reality of the Decision
01:12:00 Planning the Exit Strategy
01:20:00 Rebuilding the Business From Scratch
01:28:00 Technology, Platforms and the New Proposition
01:36:00 What Other Advisers Should Know
01:44:00 Final Thoughts
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By BWDThe Adviser Who Walked Away
In conversation with James McPartland
In this episode, James is joined by James McPartland to explore the story behind building and ultimately walking away from a £400m financial planning business.
Built from scratch under the St. James’s Place model, James and his partners grew a highly successful firm before making the decision to leave and start again. In this candid conversation, he shares what pushed them to that point, what they got wrong along the way, and what they would do differently if they had their time again.
In this episode, they discuss:
- Building an advice business from scratch in your twenties
- Growing organically to £400m of client assets
- The realities of operating within a large advice model
- The frustrations that led to the decision to leave
- What happens when you resign from your own business
- The risks, pressure and personal impact of starting again
- Lessons learned — and what they would do differently
- Why client relationships matter more than brand names
This episode offers a candid and practical look at one of the biggest decisions an adviser can make, and what it really takes to start again.
If you’re a financial planner, adviser or business owner thinking about the future of your firm, this episode is for you.
Chapters
00:00 Introduction
02:20 How James Fell Into Financial Planning
07:00 Starting Out With Just a Phone
12:00 Building an Advice Business in Your Twenties
18:00 Joining St. James’s Place
24:00 Growing the Business to £400m
32:00 When Things Started to Feel Misaligned
40:00 The Frustrations That Built Over Time
48:00 Deciding to Leave the Business
57:00 The Risks of Walking Away
01:05:00 Stress, Family and the Reality of the Decision
01:12:00 Planning the Exit Strategy
01:20:00 Rebuilding the Business From Scratch
01:28:00 Technology, Platforms and the New Proposition
01:36:00 What Other Advisers Should Know
01:44:00 Final Thoughts
Hosted on Acast. See acast.com/privacy for more information.