I speak with Hannah about her career, starting off working for her fathers firm before setting up Core as an Outsourced Paraplanning Firm.

We talk about her journey to starting off in Financial Services Administration to setting up an outsourced Paraplanning firm, how she became Diploma qualified, Artificial Intelligence in Paraplanning and how she became an accredited outsourced Paraplanning firm for Quilter.

Mike LeGassick is a Financial Planner that works for Manning and co based in Cornwall.

Just before Christmas I sat down with Mike and we had a chat about not only the two books he has written "Your money and your life" and "Mind over money" but also around what got him into the profession, the best way to coach clients and how storytelling can really win them over.

Think you'll enjoy this episode, I really loved Mike's passion for the profession and how to get his message out there.

Warning – There is a lot of Football chat in this Podcast (we had to take some out).

If you want to skip Rob’s football talk we get into the juicy Financial Planning chat around 26 minutes.

Being a big Football fan we really get into the nitty gritty of Rob’s career as a footballer, bar meeting Barry Fuller, Lyle Taylor and a few other Wimbledon players around the old Kingstonian bar I didn’t really know what to expect. I put these players up on a pedastool.

When I met Rob though I was instantly at ease, he was someone who I saw a lot of the Wimbledon spirit in, someone who by his own admission wasn’t the most gifted footballer, but someone who was a grafter a bit like Baz I alluded to up above.

Rob’s story in Financial Services starts at Natwest before joining RBS making his way up the greasy pole of the corporate ladder before becoming a Director of the Wealth side at IronMarket Wealth.

Rob’s journey into Financial Planning though started off with as he put it being sold to by a Financial Adviser (or salesman) as he puts it. There was no real education and since everyone else was putting money into a Pension he thought he would too.

We also discuss after football and when times are tough the decisions he had to make, which ended up causing issues later on and is why he has such a passion for Financial Planning Education as he felt let down by those in trusted positions who didn’t educate him on why Financial Planning was so important.

We also discuss IronMarket Wealth and the business they have set up headed up by the MD Wes Wilkes (a bit too briefly – we will do another episode) and their Platinum Partnership with Port Vale Football Club, which means they have their branding on the side of the kits. I could tell you how I haven’t forgiven Port Vale for taking Ethan Chislett and Ronan Curtis but that probably isn’t for today.

I will be chatting with Rob and Wes in 2025 more in depth about IronMarket Wealth and the Fint app Wes has helped create. Hope you enjoy!