In this episode, Amelia joins Liam to discuss her experience of working with women and men in finance and shares some of her experiences on the psychology of money and how perhaps men and women think differently all while sharing a couple of pointers of what to look out for in life.

In this episode, we cut through the noise and share real-world money tips straight from financial advisers. From knowing what you’ve got and building a budget that actually works, to protecting what you’ve worked hard for, enjoying your money without guilt, and spending wisely without falling into the “keeping up with the Joneses” trap, we cover it all. We also talk about why TikTok money “gurus” aren’t always what they seem, and how simple, practical habits can set you up for long-term confidence with your money.

It’s all about just making a start…

In this episode, two of our financial advisers explore how great financial planning and life planning comes down to asking the right questions, listening deeply, and understanding what truly motivates people.

Alex and Piers discuss why no two plans are ever the same, but with genuine care and curiosity, the outcomes can always be excellent. Too often, people aren’t really asked what they want or challenged to think differently, leaving their plans misaligned with their real goals.

We believe whether it’s going out for a meal, getting work done at home or even via your personal trainer. If you question, challenge and uncover what truly matters the results will always be more refined. This conversation dives into how that approach makes all the difference.

In this episode, Liam and Steve get in to an bigger than the finances. This episode is about the power of setting goals in every part of your life.

As financial planners, we see firsthand how having a clear aim can shape not only your bank balance, but your career, your relationships, and even your sense of purpose.

In this episode, we’ll explore why goals matter, how to turn vague dreams into achievable plans, and share real stories of people who reached incredible milestones simply because they had a destination in mind. Whether you’re aiming for financial freedom, a dream holiday, or a personal transformation, this conversation will help you see that without a plan, your goal is just wishful thinking but with one, you can change your future.

In this episode, Alex and Liam, two Financial Advisers dive into the real-life moments that triggered people to finally seek financial guidance.

From sudden job changes and family transitions to mounting money stress and quiet realisations, these are the turning points that made clients say, “I need help.” .

We're sharing honest, behind-the-scenes stories of what those first conversations looked like and the powerful changes that happened once people opened up.

Whether you're already working with an adviser or wondering if it’s time, this episode is packed with relatable insights, emotional breakthroughs, and proof that asking for help can be a life-changing move.

Welcome to our very first episode - the pilot, if you will.

We're Financial Advisers, but this podcast isn’t about spreadsheets, tax codes, or market trends. It’s about the real conversations we have every day, the human side of money. The hopes, the fears, the decisions, and the stories that shape how people live their lives and plan their futures.

In each episode, we'll share anecdotes, reflections, and experiences that we hope will get you thinking. Not just about your finances, but about what you truly want and when you want it.

This isn’t financial advice but it is a conversation worth listening to.