Leticia Fonseca - Master Your Finances
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford is joined by Leticia Fonseca, Independent Financial Adviser and Founder of Master Your Finances. Leticia’s journey from Brazil to becoming a UK-qualified adviser is as inspiring as her mission, making financial education accessible to all. With a background in tech marketing and a passion for helping others, she empowers people to build better money habits through workshops, mentoring, and bilingual courses. Outside of work, she’s a proud mum, lifelong learner, and advocate for personal growth. Tune in to hear how Leticia...
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Gareth Higton - Finli (FLP)
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford welcomes Gareth Higton, Director and Independent Financial Planner at Finli. Gareth brings a fresh and commercial approach to financial planning, blending deep advice expertise with experience in growth, acquisitions, and partnerships across financial services. He’s passionate about helping clients achieve real financial freedom and building businesses that deliver meaningful results. Tune in to hear how Gareth supports both people and firms in getting the most out of life and planning.
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Robert Isherwood - Arcus Wealth
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford welcomes Rob Isherwood, Independent Financial Adviser at Arcus Wealth. With 17 years of experience, Rob specialises in retirement planning, tax-efficient investing, and care fees advice, with a particular focus on ethical investing. Known for his calm, informal style, Rob builds trusted, long-term relationships with his clients. Tune in to hear Rob’s approach to simplifying complex financial issues and why values-based advice matters more than ever.
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Ashley Townsend - Prosperity IFA
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford is joined by Ashley Townsend, Co-Owner and Independent Financial Planner at Prosperity IFA. Ashley brings real-world entrepreneurial experience to his advice, helping business owners and executives align their financial plans with both business and life goals. His advice is clear, unbiased, and always tailored to the individual. Tune in to hear how Ashley combines practical insight with personalised planning to support clients at every stage of their journey.
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Ed Stubbs - Xentum Financial Planning
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford welcomes Ed Stubbs, Financial Planner at Xentum. With over a decade of experience, Ed helps business owners and executives navigate key transitions, especially around business exits. Coming from an entrepreneurial family, he understands what makes business owners tick and brings a calm, strategic approach to planning. Outside of work, Ed’s an adventurer, sailing the Adriatic or storm-chasing in the American Midwest. Tune in for insights on purposeful planning and supporting clients through life’s pivotal moments.
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Gareth Shears - Sanctuary Financial Planning
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford welcomes Gareth Shears, Co-Founder and Chartered Financial Planner at Sanctuary Financial Planning. With over 20 years in the profession, Gareth blends technical expertise with a refreshingly human approach to financial planning. As the ideas guy at Sanctuary, he’s passionate about enhancing the client journey and helping people turn their goals into reality, whether that’s growing a business, building wealth, or simply living life on their terms. From profit coaching to personal discovery, Gareth’s work is rooted in...
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Kate Daly - Amicable
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford is joined by Kate Daly, Co-founder of amicable and host of The Divorce Podcast. A leading voice in modernising divorce, Kate helps couples and parents navigate separation with empathy and collaboration. With a background in psychology and divorce coaching, she co-founded amicable after seeing firsthand how the traditional legal system often fails families. Kate has since become a passionate advocate for no-fault divorce and greater access to fair, family-focused solutions. Her work is transforming the way people experience...
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Liz Beavis - Financial Management Bureau
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford is joined by Liz Beavis, Managing Director and Financial Planner at Financial Management Bureau. Since joining the business in 1999, Liz has climbed the ranks to MD while qualifying as a financial adviser, bringing decades of hands-on experience and a deep understanding of client needs. She’s passionate about helping people navigate life’s financial decisions with clarity and confidence. Liz’s leadership is rooted in real-world experience and a commitment to putting clients first. Outside the office, she finds joy in fell...
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Hayley Rabbets - The Verve Foundation
The Financial Planning Podcast
This week on The Financial Planning Podcast, host Lewis Byford is joined by Hayley Rabbets, Head of the Verve Foundation. Hayley has been at the forefront of driving meaningful change in financial services, making the industry more inclusive, accessible, and genuinely human. Since starting her career in 2007, she’s worked her way through nearly every role—from reception to senior management—giving her a rare and valuable perspective on the real challenges the profession faces. Now at the helm of the Verve Foundation, Hayley is on a mission to break down barriers, change...
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Kate Shaw - Financial Life Planning
The Financial Planning Podcast
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.
info_outlineThis 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.