In this episode, Lewis is joined by Justine Randall, Chief Commercial Officer at Tatton Investment Management, for a practical and inspiring conversation about how financial planning firms can scale without burning out.

Justine shares her journey through financial services and explores what it really takes to grow a lean, profitable advice business. From the importance of outsourcing investment management, to the hidden cost of trying to do it all yourself, this episode is packed with perspective for advice firm owners.

She also opens up about work-life rhythm, leadership, and how Tatton supports over 1,100 financial planning firms across the UK through collaborative, advisor-led partnerships.

If you're serious about building a future-ready advice business, this one's for you.

Connect with Lewis Byford

Connect with Justine Randall

Follow The Financial Planning Club

The Financial Planning Club Website