Amy Goodall-Smith - Goodall-Smith Wealth Management
The Financial Planning Podcast
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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Tom Hegarty - Simply Biz & The New Talent Alliance
The Financial Planning Podcast
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...
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Wes Wilkes - IronMarket Wealth
The Financial Planning Podcast
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...
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Susie Hill - Susan Hill Financial Planning
The Financial Planning Podcast
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...
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Pete Matthew - Meaningful Money
The Financial Planning Podcast
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...
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Alex Crowther - Timeline
The Financial Planning Podcast
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....
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Ben Edwards - Albion
The Financial Planning Podcast
In this episode, Lewis is joined by Ben Edwards, Director and Senior Investment Analyst at Albion Strategic Consulting to discuss the power of investment partnerships, simplifying complexity, and building scalable advice firms. They dive into the realities of wearing too many hats, the benefits of outsourcing to trusted partners, and why clarity and confidence in your investment approach are key to scaling with control. From "Innovation Fridays" to the importance of values, this episode is packed with insight for firm owners who want to grow without losing what matters most.
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Chris Hindle & James Mackay - Frazer James
The Financial Planning Podcast
In this episode, Lewis is joined by Chris Hindle and James Mackey, co-founders of Frazer James, for a candid and inspiring conversation about building a modern, values-led advice business. From bad dinners and good ideas to clear vision and even clearer communication, Chris and James share how they built a 100% remote firm that’s now managing over £100m in assets. They talk openly about the reality of partnership, why defining roles early matters, and how tools like Traction helped them turn chaos into clarity. They also discuss the small but powerful routines that keep their team...
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Dennis Harhalakis - The Money Coaching Institute
The Financial Planning Podcast
In this episode, Lewis is joined by Dennis Harhalakis, Certified Money Coach, trainer, and founder of Cambridge Money Coaching, for a powerful conversation on the emotional side of financial advice. With over 30 years of experience in financial services, Dennis now helps professionals and clients understand the deep-rooted beliefs that drive money behaviour. From childhood messaging to emotional blocks, Dennis reveals why even the most experienced advisors can struggle to connect with clients on a deeper level and what to do about it. They explore how money coaching builds better...
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Mark Livingston - Aspen
The Financial Planning Podcast
In this episode, Lewis is joined by Mark Livingston, COO at Aspen, for a practical, honest conversation about the real operational challenges advice firms face when trying to grow and how the right investment partnership can help solve them. Mark shares his journey from asset management to the boardroom, how his process-first mindset shaped Aspen’s offering, and why planners deserve more from their CIP providers. From scalable investment solutions to standout service, this is a deep dive into what great collaboration really looks like in 2025. If you’re building a more efficient,...
info_outlineIn 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.