THE FINANCIAL PLANNER LIFE PODCAST Your Path to Growth, Success, and Career Development.
Financial Planner Life is your destination for unlocking the potential of a financial planning career. Hosted by Sam Oakes, each episode dives into the journeys, strategies, and insights of leading professionals who have shaped the industry, achieved breakthroughs, and built lasting legacies.
With practical advice, untold stories, and actionable strategies, Financial Planner Life equips you with the tools to elevate your role and transform the future of financial planning, one episode at a time.
featured episodes
Risk VS Reward: Career Lessons from Terry Smith CEO of Fundsmith
In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith…
(and often referred to as the UK’s answer to WarrenBuffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor!
Starting in banking, he worked his way through various finance roles, gaining life-long insights into investments and markets. His entrepreneurial spirit led him to leave the banking sector, jumping into the world of brokerage despite the shock of his colleagues.
Terry discusses his pivotal decision to publish the controversial paper “Accounting for
Growth,” which ultimately cost him his job and made him “unemployable” but opened the door to entrepreneurship. He reflects on the importance of integrity, emphasising the need for honesty in business, but also makes it clear that he is a capitalist who believes in creating both value and profit.
Risk VS Reward: Career Lessons from Terry Smith CEO of Fundsmith
In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith…
(and often referred to as the UK’s answer to WarrenBuffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor!
Starting in banking, he worked his way through various finance roles, gaining life-long insights into investments and markets. His entrepreneurial spirit led him to leave the banking sector, jumping into the world of brokerage despite the shock of his colleagues.
Terry discusses his pivotal decision to publish the controversial paper “Accounting for
Growth,” which ultimately cost him his job and made him “unemployable” but opened the door to entrepreneurship. He reflects on the importance of integrity, emphasising the need for honesty in business, but also makes it clear that he is a capitalist who believes in creating both value and profit.
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success
In this episode of Financial Planner Life, we sit down with Ellie Gracie, a 22-year-old paraplanner from Hoxton Wealth who left Edinburgh for the fast-paced surroundings of Dubai…
Ellie shares her journey into financial planning, discussing how Dubai’s dynamic
atmosphere has accelerated her career under the mentorship of Hoxton Wealth’s CEO, Chris Ball.
Ellie talks about her strategic steps from university to securing key roles that have honed her
soft skills and practical knowledge. She details the challenges and rewards of managing multi-
jurisdictional portfolios and emphasizes the importance of building strong client relationships.
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success
In this episode of Financial Planner Life, we sit down with Ellie Gracie, a 22-year-old paraplanner from Hoxton Wealth who left Edinburgh for the fast-paced surroundings…
Ellie shares her journey into financial planning, discussing how Dubai’s dynamic
atmosphere has accelerated her career under the mentorship of Hoxton Wealth’s CEO, Chris Ball.
Ellie talks about her strategic steps from university to securing key roles that have honed her
soft skills and practical knowledge. She details the challenges and rewards of managing multi-
jurisdictional portfolios and emphasizes the importance of building strong client relationships.
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management…
A is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Management as the Head Of Creative.
Reach out if you are an adviser interested in joining Hoxton in the UK or abroad.
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital…
A is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Management as the Head Of Creative.
Reach out if you are an adviser interested in joining Hoxton in the UK or abroad.
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
Sam is joined by Gee Foottit from the St James Place Academy and we cover topics such as the demand for more…
financial advisers, the history and success of the academy, the structure of it as well as the qualifications that St James Place can offer you. We also talk about why financial planning is a great option for a second career, the benefits of running your own practice under St James’s Place, what you can expect from the company culture and how they are using virtual reality to help you train. This podcast has all the information that you need if you’re looking to become a financial planner.
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
Sam is joined by Gee Foottit from the St James Place Academy and we cover topics such as the …
financial advisers, the history and success of the academy, the structure of it as well as the qualifications that St James Place can offer you. We also talk about why financial planning is a great option for a second career, the benefits of running your own practice under St James’s Place, what you can expect from the company culture and how they are using virtual reality to help you train. This podcast has all the information that you need if you’re looking to become a financial planner.
How I Built an International Financial Planning Company with $2b AUM in 6 Years, Chris Ball - Hoxton
Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management…
the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK.Sam Oakes was so impressed with Chris, and Hoxton Capital Management, that he decided to join the company as Head of Creative!
In this episode, Chris reveals the company’s strategic growth, including navigating the challenges of 2022 and 2023, and the pivotal role of a cohesive team in achieving sustainable expansion. Gain insights into the promotion of key talent and the exciting momentum building up for 2024.
Listen as we explore the complexities of international regulatory compliance and the meticulous efforts made by Hoxton Capital to adhere to diverse regulations across multiple jurisdictions.
How I Built an International Financial Planning Company with $2b AUM in 6 Years, Chris Ball - Hoxton
Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as …
the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK.Sam Oakes was so impressed with Chris, and Hoxton Capital Management, that he decided to join the company as Head of Creative!
In this episode, Chris reveals the company’s strategic growth, including navigating the challenges of 2022 and 2023, and the pivotal role of a cohesive team in achieving sustainable expansion. Gain insights into the promotion of key talent and the exciting momentum building up for 2024.
Listen as we explore the complexities of international regulatory compliance and the meticulous efforts made by Hoxton Capital to adhere to diverse regulations across multiple jurisdictions.
featured episodes
Risk VS Reward: Career Lessons from Terry Smith CEO of Fundsmith
In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith…
(and often referred to as the UK’s answer to WarrenBuffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor!
Starting in banking, he worked his way through various finance roles, gaining life-long insights into investments and markets. His entrepreneurial spirit led him to leave the banking sector, jumping into the world of brokerage despite the shock of his colleagues.
Terry discusses his pivotal decision to publish the controversial paper “Accounting for
Growth,” which ultimately cost him his job and made him “unemployable” but opened the door to entrepreneurship. He reflects on the importance of integrity, emphasising the need for honesty in business, but also makes it clear that he is a capitalist who believes in creating both value and profit.
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success
In this episode of Financial Planner Life, we sit down with Ellie Gracie, a 22-year-old paraplanner from Hoxton Wealth who left Edinburgh for the fast-paced surroundings of Dubai…
Ellie shares her journey into financial planning, discussing how Dubai’s dynamic
atmosphere has accelerated her career under the mentorship of Hoxton Wealth’s CEO, Chris Ball.
Ellie talks about her strategic steps from university to securing key roles that have honed her
soft skills and practical knowledge. She details the challenges and rewards of managing multi-
jurisdictional portfolios and emphasizes the importance of building strong client relationships.
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management…
A is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Management as the Head Of Creative.
Reach out if you are an adviser interested in joining Hoxton in the UK or abroad.
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
Sam is joined by Gee Foottit from the St James Place Academy and we cover topics such as the demand for more…
financial advisers, the history and success of the academy, the structure of it as well as the qualifications that St James Place can offer you. We also talk about why financial planning is a great option for a second career, the benefits of running your own practice under St James’s Place, what you can expect from the company culture and how they are using virtual reality to help you train. This podcast has all the information that you need if you’re looking to become a financial planner.
How I Built an International Financial Planning Company with $2b AUM in 6 Years, Chris Ball - Hoxton
Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management…
the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK.Sam Oakes was so impressed with Chris, and Hoxton Capital Management, that he decided to join the company as Head of Creative!
In this episode, Chris reveals the company’s strategic growth, including navigating the challenges of 2022 and 2023, and the pivotal role of a cohesive team in achieving sustainable expansion. Gain insights into the promotion of key talent and the exciting momentum building up for 2024.
Listen as we explore the complexities of international regulatory compliance and the meticulous efforts made by Hoxton Capital to adhere to diverse regulations across multiple jurisdictions.
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