Inside Wealth

Discover the importance of a long-term vision and sustainable business practices in this fascinating conversation between your host, Thomas Spencer, and Linda Wallace, a Chief Executive at Wesleyan Financial Services.  

Linda shared her experiences as a woman in the wealth management industry, including the challenges she faced while juggling a young family and progressing in her career. She touched on the value of having a supportive partner during that time and shared her advice for other women going through similar situations.  

Throughout the episode, Linda mentioned different elements of her leadership ethos, such as understanding different stakeholders' values and motivations, as well as the importance of creating a welcoming culture within the firm.  

She also discussed her long-term strategies to make Wesleyan Financial Services more sustainable.  

Listen in to find out how you can shape the future of your firm.  

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, a leading executive search firm specialising in sourcing exceptional leaders in the financial space.  

To learn more, follow the link below: Signia Search & Selection 

Tune in to this episode for a fascinating conversation between your host, Thomas Spencer, and James Priday, the CEO of P1 Investment Services, about James’s entrepreneurial journey.  

James has recently been awarded the Schroders UK Platform Awards’ Leading Innovation Award, and throughout this episode, it becomes evident that the award is well-deserved. With service-led development and an optimistic outlook, James is set to innovate even more in the future.  

Throughout the conversation, James reminisces about his history of starting companies and shares the lessons that he’s learned from each one.  

He also stressed the importance of iterating quickly, as this allows him to find new solutions rapidly throughout his entrepreneurial journey.  

Tune in to hear another excellent executive’s story.  

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.  

To learn more, follow the link below: Signia Search & Selection 

In this episode, Thomas Spencer sits down with Martin Jennings, the CEO of Parmenion, to uncover the insights behind his remarkable career. 

Martin’s story is both inspiring and relatable. He reveals how his upbringing in a large family and his passion for rugby shaped his approach to leadership and business. He also shares how teamwork, compromise, and a solid work ethic have been crucial to his success. 

In this conversation, Martin goes into the complexities of the CEO's role and touches on ‘the CEO’s dilemma’, which encompasses their role in balancing diverse stakeholder needs and making high-stakes decisions. 

He also explores the essential qualities he seeks in leaders, such as the importance of understanding the motivations of shareholders, customers, and employees. 

Tune in to hear another excellent executive’s story. 

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.  

To learn more, follow the link below: Signia Search & Selection 

In this episode, you can explore the personal and professional history of John Porteous, the Managing Director & Chief Client Officer of Charles Stanley, with your host, Thomas Spencer, including John’s experiences of becoming the Chairman at SoFA at 30 years old.  

Learn more about the importance of active listening, preparation, and commercial understanding as you move towards or develop your career as a board member.  

You can also hear more about the challenges surrounding governance in the financial and wealth management industries, including the pitfalls that can impact leadership teams.  

Finally, find out John’s predictions for the direction that the FCA is moving in during the coming months and years.  

Listen along to discover the skills that you need to acquire a seat at the executive table.  

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.  

To learn more follow the link below: Signia Search & Selection 

How can your hobbies as a teenager influence your career?   

Find out by listening to this conversation between Thomas Spencer and Nick Eatock as they discuss Nick’s journey from coding computer games to becoming the Founder and CEO at intelliflo.   

During this episode, Nick attributes his successful career growth to a curious mindset, and explains how you can nurture a similar outlook throughout your own life.   

This conversation also highlights the importance of storytelling and passion as guiding lights throughout your career, as well as the benefits of pursuing the work that you love.   

Nick also emphasises the role of strategic thinking in his journey to founderhood, as well as the part that technology plays in driving efficiency and innovation in the financial services industry.   

Tune in to hear more about Nick’s fascinating career journey to date, and how you can use his insights to develop your own professional life.  

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space.  

To learn more follow the link below: Signia Search & Selection 

Have you ever wondered how someone moves from a Tesco checkout to Chief of Staff at a FTSE company?

Find out in this episode, where Thomas Spencer was joined by Ella Hugh, a Former Director of Proposition & Marketing, who shared her remarkable journey and the qualities that have fuelled her success.

Ella's story began in a humble background in Manchester, where she defied the odds through sheer determination and a relentless desire to grow. It's a resonant testament to the power of attitude and persistence over pedigree.

In this episode, Ella discusses the importance of empathy, emotional intelligence, and investing in your team. She shared her experiences of navigating a multi-generational workforce, staying agile in a competitive market, and delivering exceptional customer experiences.

This conversation explores the essence of true leadership through Ella's personal story. Her insights and experiences offer valuable lessons on the impact of hard work and dedication.

Tune in to discover what makes Ella Hugh an exceptional leader and how her unique approach can inspire your own leadership journey.

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, an executive search firm specialising in sourcing exceptional leaders in the financial space. 

To learn more follow the link below: Signia Search & Selection

Welcome back to the Executives in Wealth Management podcast.

In this episode, Thomas Spencer talks with Caroline Hawkesley, UK Managing Director of Progeny. Caroline shares her story of growing up with an entrepreneurial grandfather, starting her own

Caroline also opens up about the emotional aspects of selling a business

Tune in for insights on leadership, team building, and the future of wealth management.

The Executives in Wealth Management podcast is brought to you by Signia, an executive search firm specialising in sourcing exceptional leaders in the financial space.