From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employment.We unpack:<ul><li>Why Lawrence chose to go self-employed with just £3M AUM</li><li>How he tripled his assets in 12 months without cold calls or networking events</li><li>The £10K personal investment he made to become a better communicator</li><li>His laser-focused niche: high-earning lawyers - <a href='https://calendly.com/lawrence-bearman-ifa/15min'>book a meeting here</a> </li><li>Why <a href='https://www.westminster-wealth.com/contact'>Westminster Wealth</a> gave him the freedom to build his business his way</li></ul>Lawrence’s story is packed with actionable insight for both aspiring advisers and experienced professionals ready to take control of their financial planning careers.<a href='https://linktr.ee/wwmrecruitment'>https://linktr.ee/wwmrecruitment</a>Be sure to follow Financial Planner life on <a href='https://www.youtube.com/channel/UC-JE9KXlb8bgMaiDVr4K1sw'>YouTube</a> for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employment. We unpack:Why Lawrence chose to go self-employed with just £3M AUMHow he tripled his assets in 12 months without cold calls or networking eventsThe £10K personal investment he made to become a better communicatorHis laser-focused niche: high-earning lawyers - book a meeting here Why Westminster Wealth gave him the freedom to build his business his wayLawrence’s story is packed with actionable insight for both aspiring advisers and experienced professionals ready to take control of their financial planning careers. https://linktr.ee/wwmrecruitment Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

From Admin to Self-Employed Financial Planner with £10M AUM by 26!&nbsp;In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employment.We unpack:<ul><li>Why Lawrence chose to go self-employed with just £3M AUM</li><li>How he tripled his assets in 12 months without cold calls or networking events</li><li>The £10K personal investment he made to become a better communicator</li><li>His laser-focused niche: high-earning lawyers - <a href="https://calendly.com/lawrence-bearman-ifa/15min" rel="noopener noreferrer">book a meeting here</a>&nbsp;</li><li>Why <a href="https://www.westminster-wealth.com/contact" rel="noopener noreferrer">Westminster Wealth</a> gave him the freedom to build his business his way</li></ul>Lawrence’s story is packed with actionable insight for both aspiring advisers and experienced professionals ready to take control of their financial planning careers.<a href="https://linktr.ee/wwmrecruitment" rel="noopener noreferrer">https://linktr.ee/wwmrecruitment</a>Be sure to follow Financial Planner life on <a href="https://www.youtube.com/channel/UC-JE9KXlb8bgMaiDVr4K1sw" rel="noopener noreferrer">YouTube</a> for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession.&nbsp; Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week.&nbsp; Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.&nbsp; We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.&nbsp; The Host: Sam Oakes is the host of The Financial Planner Life Podcast.&nbsp; since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.&nbsp; Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.&nbsp; He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.&nbsp; Be sure to check out&nbsp; Financial Planner Life Academy - start your career today!&nbsp; https://financialplannerlife.com/academy/

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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession.  Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week.  Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.  We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.  The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.  Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.  He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.  Be sure to check out  Financial Planner Life Academy - start your career today!  https://financialplannerlife.com/academy/

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Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management

Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management

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