Kate Shaw, Chartered Financial Planner and founder of Financial Life Planning, joins Lewis for a candid conversation about growing a firm on your own terms. With over 27 years in the industry, Kate shares how she prioritised operations before hiring, built a culture of trust, and leaned into organic, referral-led growth.

From direct authorisation to managing burnout, this episode is full of sharp insights for owner-managers ready to scale with intention - not stress.

Expect real stories, practical takeaways, and a refreshing perspective on what growth actually looks like.

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This week on The Financial Planning Podcast, host Lewis Byford welcomes Anna Butcher, Managing Director at Sound Financial Planning.

Anna is a dynamic leader who’s passionate about building inclusive, high-performing teams. With a strong focus on creating an environment where people thrive, she ensures her team delivers exceptional client outcomes while growing together.

Outside of the office, Anna is an adventurer at heart—wakeboarding, snowboarding, and surfing across the UK and beyond. 

Tune in to hear Anna’s leadership journey, her vision for the future of financial planning, and how purpose and passion drive both her work and life.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Oliver and Katherine from Six Degrees.

With strong foundations in wealth management, Katherine brings honesty, empathy, and a strategic mindset to her work - focusing on building deep, meaningful relationships with clients. Oliver blends financial expertise with a keen understanding of human behaviour, offering a refreshing, human-centric approach to wealth advice.

Together, they’re redefining what financial planning looks like - connecting wealth with purpose through innovation, transparency, and a relentless client-first philosophy.

Tune in to explore how Six Degrees is reshaping the financial planning experience and why aligning money with meaning is the future of the profession.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Lisa Conway-Hughes, Founder of LCH/WEALTH and Chartered Financial Adviser.

Lisa is on a mission to help high-earners design the lives they truly deserve. With a passion for making finance feel approachable and personal, she’s not just about the numbers—she’s in the dream-making business.

Throughout her career, Lisa has guided clients through life’s biggest milestones, helping them build financial roadmaps that lead to real freedom and clarity. Her human-first approach brings balance between smart planning and real-life priorities.

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This week on The Financial Planning Podcast, host Lewis Byford welcomes Lucy Tarrant, Solicitor and Managing Director of Cognitive Law.

With over 30 years of legal experience, Lucy specialises in commercial law, helping businesses navigate complex legal challenges with a client-first approach. Her career has been defined by innovation, ensuring that businesses receive the legal support they need to thrive.

Beyond her legal expertise, Lucy enjoys staying active, spending time with loved ones, and appreciating good food and wine.

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This week on The Financial Planning Podcast, host Lewis Byford welcomes Guy Skinner, Director and Financial Planner at Citygate Financial Planning.

With 17 years of experience in financial services, Guy specialises in helping lawyers and business owners achieve financial freedom through pensions, investments, tax planning, and cashflow modelling. His passion lies in guiding business owners through exit strategies, helping them determine their ‘number’ for a smooth and confident transition.

Guy’s straightforward and honest approach ensures that his clients gain clarity on their financial future, empowering them to make informed decisions.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Ian Dempsey, Independent Financial Planner and Coach at The Moneyman. Ian is known for his no-nonsense, jargon-free approach to financial advice, making it simple, accessible, and easy to understand.

With a straight-talking style (and a love of Midget Gems), Ian helps people take control of their finances without the overwhelm—breaking down complex topics into real conversations that actually make sense.

Tune in for Ian’s refreshing take on financial planning, practical advice, and why keeping things simple is the key to financial confidence.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Michelle Wilson-Stimson, CEO and Founder of eParaplan, and Shaunagh Wilson, COO. This dynamic mother-daughter duo is redefining adviser support with a fresh, modern approach to outsourced paraplanning.

Michelle founded eParaplan to build the solution she wished existed, while Shaunagh brings a sharp focus on efficiency and operations, helping advisers scale their businesses seamlessly. Their innovative leadership is transforming the way financial professionals access high-quality support.

Outside of work, Michelle enjoys travelling the world with her husband, while Shaunagh is busy kitting out a campervan for her next big adventure with her family.

Tune in to hear their inspiring journey, the evolution of eParaplan, and how outsourcing can help advisers grow.

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This week on The Financial Planning Podcast, host Lewis Byford welcomes Nathan Blackmore, CEO at WAY Trustees. With nearly two decades in financial services, Nathan brings a unique perspective from his experience as both a financial adviser and a specialist provider. Since rejoining WAY in 2022, he has been leading the team in estate planning, helping clients navigate the complexities of wealth preservation.

Based in Kent, Nathan is a devoted father, school governor, and outdoor enthusiast who enjoys spending time with his wife and dogs.

Tune in to hear Nathan’s insights on estate planning, his journey through financial services, and his approach to leadership in the industry.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Kate Phillips, Regional Director at Timeline. Kate is passionate about transforming the way financial advisers use technology to deliver expert advice. With over four years at Timeline, she works closely with advisers to help them lower costs, manage risks, and achieve the best possible outcomes for their clients.

Previously specialising in corporate pensions, Kate is now focused on driving change in financial technology and helping firms adapt to an evolving landscape.

Outside of work, Kate is a keen runner, travel enthusiast, and Chair of her son’s school.

Tune in to hear Kate’s insights on financial technology, the future of advice, and how innovation is shaping the industry.

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