Talk FS
Join us as we dive into the world of financial services, bringing you insightful conversations with industry leaders and key figures. Whether you’re a Financial Adviser, Mortgage Adviser, Paraplanner, or a Financial Services Business Owner, Talk FS is your go-to podcast for uncovering the lessons learned and experiences that have shaped successful careers in the UK financial services sector. Tune in for expert advice, industry trends, and personal stories that will inspire and inform your journey in the financial services world. Subscribe now and never miss an episode!
Episodes
From administrator to Managing Director in just over a decade. Olivia Maynard's career journey in financial services is a masterclass in adaptability, leadership and mentorship. In this episode of Talk FS, Ryan Venner sits down with Olivia Maynard, Managing Director at TFP Financial, to talk about how she progressed from an entry-level admin role to running the business, the mentors who shaped her leadership style, and how she buil...
Romany Youell became the UK's youngest financial advisor at 18. In this episode of Talk FS, she talks to Ryan Venner about the mentors, setbacks and one pivotal networking event that shaped her career.
Romany grew up sitting in client meetings alongside her father, a mortgage adviser who built his business from his spare bedroom. She dropped out of college at 16, joined his firm, and became the UK's youngest ever financial adviser ...
Lifestyle financial planning is the approach that transformed Nick Lincoln's career, and in this episode of Talk FS, he explains why it's made his advice business one of the stickiest in the industry.
Nick is an independent financial adviser and founder of Values to Vision Financial Planning, with over 20 years' experience in the industry. He entered financial services almost by accident in 1993 before qualifying as an IFA in 2001....
Self-employed paraplanner Rebecca Hewick joins Talk FS just two weeks into launching her own paraplanning business, and she's pulling back the curtain on exactly what it took to get there. In this episode, host Ryan Venner sits down with Rebecca to trace her career from financial services administration, through para planning and leadership, to taking the leap into business ownership. They dig into:
✅ What really pushed Rebecca t...
Financial planning coaching is transforming the way advisers build relationships with clients. In this episode of Talk FS, Ryan Venner sits down with Adrian Kidd, host of the Emotionally Invested podcast, to explore why the future of financial planning is about far more than numbers. From his early career in investment banking to becoming a financial planner focused on coaching and behavioural finance, Adrian shares how understand...
Women in financial advice are helping reshape the future of financial planning.
Women in financial advice are helping reshape the future of financial planning. In this episode of Talk FS, Ryan Venner sits down with Danielle Sissons to discuss her journey into financial services, the challenges and opportunities facing women in financial advice, and why she chose to build a financial planning business that better reflects the needs ...
Mortgage advice is about far more than interest rates.
In this episode of Talk FS, Ryan Venner sits down with Rob Gill, Managing Director and Co-Founder of Altura Mortgage Finance, to discuss his journey from investment banking into mortgage advice and the lessons he has learned from nearly three decades in financial services.
After graduating from Exeter University with a degree in Economics, Rob began his career as an Equity Trad...
Mortgage advice is evolving, and in this episode of Talk FS, Ryan Venner sits down with Sarah Tucker, founder of The Mortgage Mum, to explore how branding, content, and authenticity are reshaping the mortgage industry.
Sarah shares the journey behind building one of the most recognisable brands in UK mortgage advice, discussing everything from growing a business and building a team to creating content that genuinely connects with c...
Protection insurance explained in this episode of Talk FS, where host Ryan Venner is joined by Karla Edwards, founder of The Protection Parent.
Karla shares how she unexpectedly entered financial services, built a successful protection business through social media, and became one of the UK’s strongest advocates for better protection awareness.
In this episode, Ryan and Karla discuss:
✅ Why protection insurance education matt...
Transitioning into a career in financial advice is the focus of this episode of Talk FS, as Ryan Venner sits down with Matt Machan to explore his journey from professional cricket into building a successful financial planning business.
After his cricket career was cut short through injury, Matt was forced to rethink his future earlier than expected. In this conversation, he shares how the mindset, discipline, and resilience develop...
Building a successful financial planning business is the focus of this episode of Talk FS, as Ryan Venner is joined by James Woodfall to explore what it takes to grow and sustain a modern financial advice firm.
James shares his experience working within financial planning, offering insight into how advisers can build strong client relationships, develop their proposition, and create a business that delivers long-term value. From wi...
How to build a successful career in financial advice is the focus of this episode of Talk FS, as Ryan Venner sits down with Sam Patterson to explore the realities of working in financial planning today.
Sam shares his journey into financial services, the lessons he’s learned along the way, and the mindset required to grow within a competitive and evolving industry. From early career decisions to developing as a modern financi...
In this episode of Talk FS, we’re joined by Amyr Rocha Lima — an award-winning financial planner and TEDx speaker — to break down the truth about retirement planning, pensions, and financial freedom.
If you’ve ever asked yourself:
* “How much do I need to retire?”
* “Am I saving enough for retirement?”
* “What does a good financial plan actually look like?”
…this ep...
The Future of Financial Planning | Rohan Sivajoti on Building the Plannex Community
In this episode of Talk FS, Ryan Venner sits down with Rohan Sivajoti, co-founder of Plannex (formerly NextGen Planners), to explore how a small online community grew into one of the most influential networks in the UK financial planning profession.
What began as a simple idea between two advisers looking for better collaboration has evolved into a ...
Paraplanning is often seen as a stepping stone to financial advice — but is that perception outdated?
In this episode of Talk FS, Ryan Venner is joined by Luke Sparkes, an award-winning paraplanner and member of the PFS Paraplanning Panel, to explore the realities of careers in financial services. Luke shares his journey from administrator to adviser, and ultimately back into paraplanning — explaining why it became the ...
How do financial advisers and mortgage brokers build real business growth in today’s competitive market?
In this episode of Talk FS, Ryan Venner is joined by Ash Borland — financial services marketing specialist, sales and business coach — to explore what it really takes to scale an advisory business in the modern digital era.
Ash shares practical insights on building powerful professional communities, overcoming ...
In this episode of Talk FS, Ryan Venner speaks with Henrietta Grimston, a financial planner dedicated to empowering clients through empathetic and holistic financial advice. Henrietta shares her journey from investment management to financial planning, emphasising the importance of understanding clients' emotional and psychological needs. They discuss the SOLLA accreditation, the necessity of financial education in the UK, and the ...
How do you build a trusted financial-advice brand from scratch — and turn it into a thriving business?
In this episode of Talk FS, Ryan Venner speaks with Pete Matthew, Chartered Financial Planner, CEO of Jackson’s Wealth and founder of Meaningful Money, about turning consistent content into real client growth, bridging the advice gap, and the future of financial services in the UK.
Pete shares:
🔸 Why he started Meanin...
In this episode of Talk FS, Ryan Venner sits down with Chanelle Pattinson — Associate Research Director at NextWealth, Chartered Financial Planner, fintech innovator, and host of the Her Future Bright podcast.
Chanelle shares her journey from financial advice to the world of tech and AI, giving us a unique insider view on how innovation is reshaping the future of financial services. With experience across advice, startups, pr...
In this episode of Talk FS, Ryan Venner interviews Jacqueline Lockie, founder of Lockie Consultants, discussing the critical importance of critical thinking in financial services. Jacqueline emphasises the need for financial professionals to engage their critical thinking skills to better serve clients, navigate their careers, and adapt to technological advancements. The conversation also touches on the significance of mentorship, ...
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