In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
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In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
Working 3 Days a Week as a Financial Planner and Thriving!
Financial Planner Life Podcast
27 minutes
1 month ago
Working 3 Days a Week as a Financial Planner and Thriving!
In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explore her inspiring journey into financial planning. From working on superyachts to becoming one of the earliest Chartered female planners in the UK, Hannah shares the personal and professional hurdles she faced as a woman, a mother, and a leader in a male-dominated industry. We talk about her career beginnings, the impact of becoming a mother, navig...
Financial Planner Life Podcast
In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
