From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo TalksIn this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business.47% revenue growth200+ new hires7 acquisitionsA thriving culture that’s stronger than everRoger shares what’s driven Foster Denovo’s success over the last 12 months, who he credits for the results, and why they’ve just launched their own podcast, Foster Denovo Talks, produced by Financial Planner Life Productions.We dive into:The power of culture in driving performanceThe importance of transparency in talent attractionWhy storytelling is now part of their employer brandWhat Foster Denovo Talks aims to achieveWhether you're an aspiring financial planner, a firm owner, or simply curious about what people-first leadership looks like at scale - this is an episode worth tuning into. 📢 Don’t forget to like, subscribe, and follow Foster Denovo Talks for more insights from inside one of the fastest-growing firms in the UK.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey.Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her.Already working as a paraplanner, she used the setbacks as motivation to deepen her technical expertise, achieve Chartered status, and carve out a specialist niche advising NHS medical professionals on their complex pension needs.Jay’s story is a reminder that rejection isn’t the end - it’s often the beginning of real career growth.If you're at a crossroads in your financial planning career, or wondering how to turn setbacks into success, this episode is packed with practical insights and inspiration.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered AdviserIn this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice.Vikash’s story is one of intentional reinvention. After building a strong career in recruitment and business development, he stepped away from the boardroom and into financial planning - starting from scratch, taking a pay cut, and retraining in his early 30s.Now, ten years later, he co-leads Chatsworth Wealth Management, a thriving practice with £266 million in Assets Under Management, serving over 1,000 families.We talk about:What made him walk away from recruitmentWhy recruiters are uniquely skilled for financial planningHow he took over and scaled an existing practiceBuilding client trust and social proof through contentThe future of advice, succession planning, and team cultureThe value of understanding client happiness and purposeIf you're in recruitment and wondering what’s next, or you're considering a second career in financial advice, this episode is packed with insight and inspiration.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US.She shared insight after insight.Here’s one that really stuck with me:“Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up the phone – or move on.”That’s the shift.Referrals alone aren’t enough.Generic messaging doesn’t cut through.And your digital footprint? It’s your first impression – every single time.We spoke about:The real reason clients leave their advisers (hint: it’s not performance)Why financial planners must lean into video – even if it feels uncomfortableHow AI is changing the way people find their adviser (and what you can do about it)Practical ways to grow your presence on LinkedIn – without being salesySamantha’s coming to the UK this summer to run in-person marketing workshops for financial planners – and I’ll definitely be there.This isn’t theory. It’s what’s working right now.If you’re serious about growing your firm, building trust, and attracting the clients you really want to work with – this one’s worth your time.Download Samatha's free gift here.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership.Paul shares his honest reflections on a non-linear career across firms like Morgan Stanley, Société Générale and Invesco, including the bold decisions that worked and the ones that didn’t. They discuss mini-retirements, the danger of chasing performance, and why “time in the market” still beats timing it.You’ll hear Paul’s views on:• Long-term investing and market concentration• Why he avoids world indices in his personal allocation• Where he sees long-term value including China, Europe and bank loans• How asset allocators should think about dispersion, not just volatilityIf you’re in financial services, wealth management or portfolio strategy, this is a masterclass in career resilience and investment clarity.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckland, a financial planner who has ADHD, dyslexia, and dyscalculia.Dan’s story is one of self-doubt, resilience, and transformation. Growing up, he was told by teachers he’d “never amount to anything.” Like many neurodivergent individuals, the traditional education system left him with limiting beliefs about his potential. Fast forward to today—he’s a successful financial planner with St. James’s Place, proving that thinking differently is an asset, not a weakness.In this episode, we dive into:✅ How neurodivergence can be a strength in financial planning✅ The impact of school experiences on self-belief and career choices✅ How St. James’s Place Academy supported Dan’s transition into finance✅ The power of self-acceptance and working with—not against—your brain✅ Why anyone can become a financial planner with the right mindset and supportIf you've ever doubted yourself because you don’t fit the mould, this episode is for you. Your differences might just be your biggest advantage.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Hiring Missionaries, Not Mercenaries with Guy SkinnerIn this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial Planning, to discuss what it really takes to build a sustainable, mission-driven financial planning firm.Key Takeaways:🔹 Why ‘Missionaries, Not Mercenaries’ Is the Hiring Philosophy That WorksGuy shares why he prioritises hiring people with purpose over those who simply chase numbers. He believes that a team driven by values - not just financial incentives - creates better client outcomes and a stronger business.🔹 The Blueprint for Growth: Focusing on Young Legal ProfessionalsInstead of chasing high-net-worth clients, Guy built his business by helping newly qualified solicitors - young professionals who had just doubled their salaries but lacked financial guidance. This niche allowed him to scale rapidly, bringing in 139 clients in his first year.🔹 How Clear Communication and Visuals Transform Client RelationshipsGuy explains how sketching financial concepts in real time helps clients truly engage with their plans. This simple but effective approach ensures clarity and builds trust.🔹 Bridging the Advice Gap with TechnologyWith only 8% of the UK population receiving financial advice, Guy is exploring how AI and digital tools can scale financial guidance and make advice more accessible to younger generations.Why Listen?If you’re a financial planner looking to build a business that lasts - or a firm owner struggling with hiring the right people - this episode is packed with practical insights you can apply today.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

🚀 How Do We Attract and Develop the Next Generation of Financial Planners?In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today.🎯 We cover:✅ The PFS Professional Map – A clear framework for career progression in financial planning.✅ The real skills gap – Why technical knowledge alone isn’t enough & the need for relationship-building and sales skills.✅ The importance of protection planning – Why financial planners should focus beyond AUM.✅ The 46% increase in under-25s joining the profession – But why we still need more young talent and more womenin the industry.✅ How PFS Power Webinars and Wealth and Women, originally a PFS mini-series and now an independent podcast, are driving real impact in financial planning.Financial planning is an incredible career—but we need clearer pathways, better training, and more support for new entrants if we want the profession to thrive.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’s coming in 2025.From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not everyone is a fan…Some call Chris a toxic disruptor, while others say he’s the breath of fresh air financial planning desperately needs. In this episode, we unpack:✅ How Hoxton Wealth hit £2.13 billion in AUM & £20 million in revenue✅ The power of brand – from “who?” to one of the most talked-about firms in financial planning✅ The rebrand from Hoxton Capital Management to Hoxton Wealth – why it mattered✅ Massive growth in talent & the investment in the next generation of advisers✅ 5 planned acquisitions in 2025 adding £3 billion in AUM✅ Why lifestyle financial planning is the future✅ Sam’s honest take on international financial planning – what surprised him about Hoxton Wealth✅ Why content, PR, and social media are non-negotiable for financial firms in 2025This is an unfiltered conversation about growth, disruption, and the future of financial planning. Whether you love or hate Chris’s approach, one thing is clear – Hoxton Wealth is here to change the game.🎧 Listen now and find out why Hoxton Wealth is leading the charge.👉 Interested in joining Hoxton Wealth? Reach out to Sam or Oliver in the recruitment team.📢 Want to launch your own podcast or video content strategy? Let Financial Planner Life Studios handle it – contact Sam to get started.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥In this episode of The Financial Planner Life Podcast, I sit down with Tony Fields, a former chartered financial planner turned performance coach, to discuss how high achievers in financial planning—and beyond—can break free from burnout, find clarity, and reach their full potential.💡 We cover:✅ Why performance coaching isn’t just for top performers—or those at rock bottom✅ How obsession with success can become toxic if not managed properly✅ The warning signs of burnout and how to prevent it✅ Why financial planners struggle to create their own long-term life plans✅ How working with a coach can help you achieve faster, more sustainable successI also share my own struggles with obsession, burnout, and the pressure to constantly achieve—plus how working with Tony, Chris Ball from Hoxton Wealth, and financial planner Bobby Sohota helped me create a clear, structured plan for my future.👉 If you're feeling stuck, overwhelmed, or just want to sharpen your focus, this episode is for you.🎧 Listen now and take control of your career, mindset, and future!🔔 Don't forget to like, subscribe, and hit the notification bell to stay updated on all things financial planning careers!Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to [email protected] in regards to sponsorship, partnerships, videography or career development.