This week on The Financial Planning Podcast, host Lewis Byford is joined by Julie Greenwood, Head of Adviser Distribution at Octopus Money. With a wealth of experience at brands like Vitality and Legal & General, Julie is passionate about bridging the advice gap and making financial planning more accessible to everyone.

Beyond finance, Julie’s dedication to inclusivity extends to her role on the Women in Finance Charter Board. She also channels her passion into animal welfare, volunteering with Rochdale Dog Rescue and dreaming of one day running a farm for rescues.

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This week on The Financial Planning Podcast, host Lewis Byford welcomes Georgia Taylor, Founder and Independent Financial Adviser at Tailored Wealth and Founder and Money Coach at Money Matters. Based in London, Georgia is passionate about bridging the gap between money and education, empowering people with the financial knowledge they need to take control of their futures.

Recognising the lack of financial education in schools, Georgia has created an online course designed to teach the essential finance fundamentals that everyone should know but often aren’t taught. Her mission is to make financial education accessible, practical, and engaging.

Tune in to hear Georgia’s insights on financial planning, education, and how she’s working to reshape the way people learn about money.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Isha Bhatt, Operations Director at 8 Financial Planning. Isha seamlessly manages a diverse range of responsibilities, including marketing, compliance, client engagement, financial operations, and HR, ensuring the firm runs like clockwork. With a background at HSBC and as a Chartered Surveyor, Isha brings extensive project management and financial expertise to her role, delivering a smooth and efficient client experience.

Outside of work, Isha is a proud mum of three who enjoys wellness, baking, and quality time with family and friends.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Daniel Olley, Managing Director at DSL Digital. With 25 years of experience in professional, regulated markets, Daniel has helped hundreds of financial advice firms generate and onboard new clients at scale. His expertise in refining client journeys and fostering strong relationships has made him a trusted advisor in the industry.

Outside of work, Daniel channels his passion into food and motorsport, blending creativity and speed in both his personal and professional life.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Mark Dodds, Co-owner of Compex IT, an IT support and strategy company based in the West Midlands. Since founding the business in 2000 with his business partner, Gary, Mark has been on a mission to deliver high-quality, people-focused IT solutions.

With a passion for technology and innovation, Mark has built strong partnerships with businesses, offering tailored IT services that empower companies to maximise the value of their technology.

Tune in to hear Mark’s journey, his approach to delivering exceptional IT solutions, and the role technology plays in transforming businesses.

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This week, host Lewis Byford is joined by Caroline Stuart, Founder of Sparrow Solutions and a trailblazer in financial services. With over 23 years of experience, including senior roles like Head of Technical, Caroline is passionate about empowering paraplanners and financial planners through training, mentoring, and development support. As the first Paraplanner President of the Personal Finance Society, she has been a strong advocate for the profession.

Outside of work, Caroline enjoys knitting, baking, and the occasional jog, bringing creativity and balance to her busy life.

Tune in to hear Caroline’s insights on financial planning, her journey in the industry, and her mission to help others achieve financial security.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Chris Baigent-Reed, founder and Managing Director of Jigsaw Tree. With over 29 years of experience in financial services, Chris is passionate about driving positive client outcomes and leading transformative business change.

At Jigsaw Tree, Chris has built a team focused on delivering honest, fair, and tailored solutions that help businesses thrive in an ever-evolving industry.

Tune in for insights into Chris’s journey, the values that drive Jigsaw Tree’s success, and how tailored solutions can empower financial planning businesses.

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It’s the most wonderful time of the year, and this week on The Financial Planning Podcast, we’re bringing you something a little different! Host Lewis Byford is joined by his fellow co-founders and Directors of The Financial Planning Club, Lee Old and Amanda Ford, for a festive Christmas special.

In this lighthearted episode, packed with laughter, holiday cheer, and maybe even a surprise or two, the trio reflects on their journey so far, shares personal stories, and gives you an inside look at the team behind The Financial Planning Club. It’s the perfect opportunity to settle in with a warm drink, relax, and enjoy some holiday vibes with us.

Tune in for festive fun, a celebration of community, and a closer connection to the people driving The Financial Planning Club forward.

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This week on The Financial Planning Podcast, host Lewis Byford is joined by Karl Dines, Principal at Open Door Policy and a valued collaborator of The Financial Planning Club. With decades of experience in financial services, Karl founded Open Door Policy to support IFAs, compliance functions, and software adoption across the UK Financial Services sector. His deep passion for compliance and regulatory insights has been a driving force since his early days in the industry.

Outside of work, Karl is a lifelong guitar enthusiast and a devoted cat owner, sharing his home with three quirky and entertaining cats.

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In this episode of The Financial Planning Podcast, host Lewis Byford welcomes Chris Drew, an Independent Financial Adviser at Endeavour Financial Planning. With ten years in financial services, including seven as an Operations Manager at the UK's largest bank, Chris has a wealth of experience in creating holistic financial plans tailored to his clients' needs. Currently working towards Chartered status, Chris is committed to continually enhancing his expertise and client offerings.

Outside of work, Chris is a devoted husband, father, and sports enthusiast who values quality family time.

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