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The Financial Planning Podcast

The Financial Planning Podcast

Written by: Lewis Byford
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About this listen

 Hosted by Lewis Byford, the Co-founder of Antony George and the Financial Planning Club, The Financial Planning Podcast brings you inspiring stories and invaluable insights from Operations Managers, Directors, and Owners of successful financial planning businesses. In each episode, Lewis sits down with industry leaders to uncover their top tips and strategies for growing and driving business success. But it's not just about the numbers – we also delve into the personal journeys of these professionals, exploring how they built their careers and businesses to what they are today. Whether you're looking to expand your financial planning business or seeking inspiration from the best in the industry, this podcast offers a unique blend of professional advice and personal stories that will motivate and educate. Tune in and learn from the experts on The Financial Planning Podcast – where financial success meets personal growth.2024 Careers Economics Leadership Management & Leadership Personal Success
Episodes
  • Tom Hegarty - Simply Biz & The New Talent Alliance

    Tom Hegarty - Simply Biz & The New Talent Alliance
    Jan 27 2026

    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 career, Tom's lessons on people, purpose and legacy are ones we can all learn from.

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    1 hr and 9 mins
  • Wes Wilkes - IronMarket Wealth

    Wes Wilkes - IronMarket Wealth
    Jan 20 2026

    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 packed with practical takeaways, candid insights and real emotion.

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    1 hr and 2 mins
  • Susie Hill - Susan Hill Financial Planning

    Susie Hill - Susan Hill Financial Planning
    Jan 13 2026

    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 independence, intentionality, and insight.

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    39 mins
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