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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In this episode, Lewis sits down with Justin King, Chartered & Certified Financial Planner, Registered Life Planner and founder of MFP Wealth Management.

Justin shares his remarkable personal story: from a youth training scheme at 16 to building a life-centred financial planning firm. He reflects on lessons from early struggles, what truly makes a fulfilling life, and how life planning gave him the framework to help clients get clarity and direction.

One for both new entrants and experienced planners alike.

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In this episode, Lewis sits down with Frazer Cronin, Head of Operations at First Wealth, to explore what it really takes to build a modern financial planning firm from the inside out.

Frazer shares his journey from career-changer to Head of Operations in under six years and how curiosity, skill development, and strong culture shaped that path.

They discuss scaling without losing client focus, embedding technology intelligently, attracting new talent into the profession, and why great financial planning businesses are built on systems, not just advisers.

A powerful episode for firm owners, operations leaders, and anyone looking to future-proof their financial planning business.

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In this episode, Lewis speaks with Tim Horrocks, founder and CEO of RockWealth, about building a client-first, evidence-led financial planning business and how his partnership with Albion Strategic has supported that mission.

Tim shares the journey from starting RockWealth to building a national presence, the mindset shifts it took to scale without sacrificing quality, and why structure, delegation, and collaboration are key to success as a business owner.

A must-listen for financial planners, business owners, and future firm builders.

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In this episode, Lewis sits down with Amy Goodall-Smith, founder of Goodall-Smith Wealth Management, to explore what it really means to build a values-led financial planning firm.

Amy shares how she left a big national to create a more human, empathetic, and purpose-driven experience for clients, one where people always come before profit.

From aligning personal values with business strategy, to supporting clients through life's messiest transitions with grace and clarity, this conversation is a masterclass in intentional leadership.

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In this episode of The Financial Planning Podcast, Lewis is joined by Tom Hegarty, CEO of SimplyBiz and Chair of the New Talent Alliance, for a warm, insightful conversation about building a more sustainable, impactful advice profession.

Tom reflects on his 30-year journey across advice, education and leadership and the mindset shifts that have helped him evolve along the way. From tackling imposter syndrome to embracing the power of apprenticeships, this is a masterclass in how small changes can lead to meaningful, long-term impact.

Whether you're an established adviser or just starting your career, Tom's lessons on people, purpose and legacy are ones we can all learn from.

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In this episode of the Financial Planning Podcast, Lewis sits down with Wes Wilks, CEO of Iron Market Wealth and Fint Invest, for a rich and inspiring conversation about building a truly client-led financial advice business. Wes shares how he went from being made redundant to founding one of the UK's most innovative firms, how he manages work-life balance as a father of three, and his vision for revolutionising financial literacy for Gen Z through technology.

Whether you're a financial planner, business owner or just someone looking for inspiration on purpose-led leadership, this episode is packed with practical takeaways, candid insights and real emotion.

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In this episode of The Financial Planning Podcast, Lewis is joined by Susie Hill, a seasoned financial planner whose journey spans RAF service, direct sales, RDR reinvention, and today, a tech-savvy solo practice with a powerful niche.

Susie shares what it takes to build a business from scratch, not once, but multiple times, and why planning isn't just something she does for clients, but something that drives her own direction too.

From riding the Cresta Run at 65mph to becoming a champion for female clients and early adopter of AI tools like Nexus, Susie's story is one of independence, intentionality, and insight.

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In this episode of The Financial Planning Podcast, Lewis is joined by Pete Matthew, Chartered Financial Planner, author, and the creator of Meaningful Money, to explore what really separates great planners from good ones.

With a career spanning more than 25 years, Pete shares the values, systems, and mindset shifts that keep financial planners fulfilled for the long term and why it all comes back to knowing your client.

They dive into everything from process and positioning to podcasts and purpose, a wide-ranging, energising conversation.

One of the frameworks discussed in this episode is Traction by Gino Wickman, a must-read for any firm owner looking to gain clarity and scale with intention.

If you've ever wondered how to stay motivated and build a practice you're truly proud of, this one's for you.

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In this episode of The Financial Planning Podcast, Lewis sits down with Alex Crowther from Timeline, one of the fastest-growing DFMs in the UK and a valued collaborator of the Financial Planning Club.

Alex shares her journey from psychology student to financial adviser to joining the investment strategy team at Timeline, where she helps build and communicate their evidence-based investment approach.

From rebalancing nightmares and regulatory headaches to saving time and scaling smart, this episode breaks down how the right tech + investment strategy can help firms grow without the overwhelm.

Alex also lifts the lid on what makes the Timeline culture so unique, why the team is obsessed with solving real problems (not hypothetical ones), and why she always brings up bruises when talking about netball. Yes, really.

If you're thinking about your CIP, your tech stack, or how to work smarter, this one's for you.

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