In this episode of The Financial Planning Podcast, Lewis sits down with Lewis Brasseaux from Aspen to talk about the evolution of financial planning, building trust and what advisers really need from their investment partners.

Lewis shares his unconventional route into financial services, from playing basketball at national academy level to car sales, before moving into financial services and ultimately joining Aspen. He also reflects on Aspen's incredible growth journey, from around £70m in assets under management to approaching £1bn.

They get into the challenges Lewis is seeing advice firms face right now, including business development, communicating change to clients and creating a better client experience.

There's also a brilliant conversation around goals-based investing and bucketing – moving away from a one-size-fits-all approach and instead aligning investment solutions with what clients are actually trying to achieve.

Lewis also shares a powerful personal story about his grandad which shaped his approach to trust, relationships and always doing what you say you're going to do.

And, as a long-standing Financial Planning Club collaborator, Lewis talks about Aspen's relationship with the Club, why the two businesses align so well and the importance of surrounding yourself with people who genuinely want to improve the profession.

A great conversation about trust, relationships, better client outcomes and where financial planning goes next.

In this episode of The Financial Planning Podcast, Lewis sits down with Nick Hawkins, founder of NH Wealth, to talk about leaving the corporate world, starting a financial planning firm from scratch and the power of finding your niche.

Nick shares his journey from investment management into financial planning, why he launched NH Wealth in 2023, and how a desire for more control over his time and family life played a huge part in making the leap into business ownership.

They dive into Nick's decision to specialise in working with lawyers, the common financial challenges faced by high earners, and why getting really clear on who you want to serve can transform your marketing and business development.

Nick also talks openly about the reality of starting a firm with zero clients, learning to market yourself, creating his Lawyers Financial Blueprint, and his ambition to make NH Wealth the go-to financial planning firm for lawyers in the UK.

From niching and lead generation to lifestyle creep, financial education and building a business around the life you want, there are loads of practical lessons in this one for financial planners and owner managers.

In this episode of The Financial Planning Podcast, Lewis sits down with Nila Mistry, founder of Prosperity Life Planning, for a brilliant conversation about building a financial planning business around the life you actually want to live.

With more than 30 years in financial services, Nila shares how her career has evolved from commission-only roles and standing outside tube stations speaking to potential clients, through to discovering life planning and building a boutique business centred around deeper conversations, connection and giving clients the confidence to make big life decisions.

They explore why great financial planning starts with listening, the importance of giving clients space to think, and how technology, outsourcing and the right support can actually help planners become more human, not less.

Nila also opens up about her own journey as a business owner, creating better processes, taking a full month away from the business for the first time, and redefining what success looks like at this stage of her life.

From life planning and client conversations to freedom, health, retirement and building a business aligned with your values, this is a really energising episode for planners who want to create a business that works for their clients and for them.