In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment. 🔥 Key Takeaways: A Non-Traditional Start: Heather began her career in retail and ran a furniture busi...
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In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment. 🔥 Key Takeaways: A Non-Traditional Start: Heather began her career in retail and ran a furniture busi...
He Built 40 Clients in a Library. Now He Manages £58M AUM
Financial Planner Life Podcast
36 minutes
2 months ago
He Built 40 Clients in a Library. Now He Manages £58M AUM
This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch. After 22 years working in a building society, James made the leap into self-employment. With no client book and no lead funnel, he turned to his local community for opportunity. His strategy? Show up in person, build trust and off...
Financial Planner Life Podcast
In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment. 🔥 Key Takeaways: A Non-Traditional Start: Heather began her career in retail and ran a furniture busi...
