In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay cut for growth as a trainee Financial Planner, and ultimately choosing a role that lets him help build a business rather than just sustain one.

Neil shares:

• How his early roles in banking taught him core skills (customer service, fact‑finding, relationship building).
• The tough choice to leave a secure management path to pursue financial planning.
• What it took to get back to his previous income after stepping into a trainee adviser role. 
• How specialisation (e.g., working with hospital doctors and understanding complex pension schemes) boosted his confidence and client value.
• His transition from corporate structures to smaller firms, where influence, autonomy, and entrepreneurial energy matter.
• Why protection advice is undervalued and the power it has to transform clients’ lives.
• How voluntary work and governance roles are shaping his long‑term vision - including non‑executive director aspirations.

This episode offers honest career reflections and tactical lessons for aspiring and established advisors alike.

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