In this episode of the Financial Planning Podcast, Lewis sits down with Taylor Beavis, founder of Universe Financial Advice, a deliberately small, boutique firm built around lifestyle, freedom, and intentional growth.

From emailing Pete Matthew before he'd even become an adviser, to adopting his son mid-business journey, Taylor shares the mindset shifts that shaped his career, including his powerful question:

"What would you do if you were 10 times bolder?"

They explore direct authorisation, keeping a firm intentionally small, setting boundaries, transitioning clients respectfully, and building a business that works for your life, not the other way around.

A thoughtful and refreshingly honest conversation for advisers who want clarity over scale.

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