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
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Paraplanning is often seen as a stepping stone to financial advice — but is that perception outdated?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 right long-t...
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 fear of competitio...
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 Meaningful Money —...
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, product ...
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, ...
In this episode of Talk FS, Ryan Venner interviews Claire Bedswick, a financial planner who shares her inspiring journey from working behind the scenes in finance to becoming a self-employed financial planner. Claire discusses the challenges she faced, including balancing motherhood, self-doubt, and the importance of community support. She emphasizes the need for more women in financial planning and the role of education in empower...
💬 Money isn’t just maths – it’s a mindset.
In this episode of Talk FS, brought to you by Premier Jobs UK, host Ryan Venner sits down with Simonne Gnessen, founder of Wise Monkey Coaching and a leading voice in financial coaching in the UK.
They explore how emotions, habits, and personal history shape our relationship with money — and why financial wellbeing isn’t just about numbers. Simonne shares her journey from financial advise...
In this episode of Talk FS, Ryan Venner speaks with Lewis Shaw, a self-employed mortgage advisor with a unique background in the military. Lewis shares his journey into the mortgage industry, emphasising the importance of mentorship and practical experience in becoming a successful mortgage advisor. The conversation explores the shift in consumer behaviour post-COVID, the significance of avoiding negative outcomes in mortgage advic...
In this episode, Chris Budd, a financial advisor and founder of Ovation Finance, discusses the evolution of financial advising towards a more human-centered approach. He emphasises the importance of coaching, listening, and understanding clients' true needs and desires to enhance their financial wellbeing. Chris shares personal experiences that led him to adopt coaching techniques in his practice, highlighting the disconnect betwee...
In this episode, Ryan Venner interviews Marianne Lombardi, a self-employed mortgage advisor with 17 years of experience. Marianne shares her journey from being an employed mortgage advisor to starting her own business, highlighting the challenges and rewards of self-employment. She discusses the importance of community support for mortgage brokers, which led her to create Mortgage Chat, an online platform for brokers to connect and...
In this episode of Talk FS, host Ryan Venner is joined by Serena Smith, an inspiring mortgage adviser who built her self-employed business during lockdown — and hasn’t looked back since.
💬 Serena shares:
- Why she left her employed role to go self-employed
- The emotional and financial challenges of starting from scratch
- How she balances business and being a mum
- Her smart use of social media to attract clients
- Why she charge...
Join host Ryan Venner and guest Jason Butler, leading expert in financial wellbeing, as they tackle the rising importance of emotional intelligence (EQ) in financial services. With technology taking over routine tasks, Jason explains why cultivating emotional capacity and engaging in deeper conversations is now a critical competitive advantage for financial advisers.
🔍 What You’ll Learn:
In this episode of Talk FS, Ryan Venner sits down with Peter McGahan, Chief Executive of Worldwide Financial Planning, to uncover a powerful truth: true financial wellbeing starts with understanding why—not just the numbers. Peter shares how aligning financial planning with human emotional needs—like security, purpose, and connection—leads to better outcomes for clients, teams, and businesses.
Tune in for inspiring lessons on:
✅ Va...
In this episode, Emmanuel Asuquo shares his inspiring journey from being a cashier at Barclays to becoming a prominent financial advisor and content creator. He discusses the importance of financial education, especially for underserved communities, and how social media has allowed him to reach a wider audience. Emmanuel emphasises the role of financial influencers in bridging the gap for those who may not have access to traditiona...
In this episode of Talk FS, Ryan Venner interviews George Thomas, a financial planner and director at Four Pillars Financial Planning. They discuss George's journey from university to becoming a financial planner, the importance of mentorship, qualifications, and soft skills in the financial services industry, and the challenges and rewards of running a small business. George shares insights on building client relationships, the si...
In this episode of Talk FS, Ryan Venner interviews Ravi Bhalla, the former head of innovation at the FCA. They discuss the FCA's role in promoting innovation within the financial services sector, the importance of proactive engagement between firms and regulators, and the impact of the new consumer duty on the industry. Ravi shares insights on the regulatory sandbox, global collaboration in regulatory innovation, and ...
In this episode, Ryan Venner speaks with Julia Smith, a seasoned professional in financial planning and mortgage advisory. They explore the misconceptions surrounding networks in the financial services industry, the benefits of being part of a network, and the critical importance of business planning. Julia shares her insights on coaching versus mentoring, emphasising the need for accountability and clear communication in achieving...
In this episode of Talk FS, Ryan Venner engages with Adrian Watson, a seasoned expert in financial recruitment, to explore the current landscape of the financial planning market. They discuss the challenges faced in recruitment, the impact of economic factors such as cost of living and interest rates, and the evolving dynamics between employed and self-employed financial advisors. Adrian shares insights on the importa...
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