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Just Covered

Legal & General

40 episodes

1 month ago

In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...

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In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...

Show more...

Episodes (20/40)

Just Covered

Succession in financial advice: Apprenticeships and the next generation

In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...

1 month ago

29 minutes

Just Covered

Shaping tomorrow’s industry: Embedding diversity and inclusion into everyday

In this episode of Just Covered, we meet Rachel Eason-Whale, Head of Impact and Inclusion, and Amy Potter, Senior Advice Manager, at L&C Mortgages. Both of them have spent a large part of their recent lives focusing intently on how to make the financial industry more representative, inclusive, and supportive. We discuss their career progression, including formative experiences, personal hurdles, and confidence building. And, how they’ve used these lessons to start their Journey to Managem...

1 month ago

46 minutes

Just Covered

David Mead | ‘Write it, or refer it’: Growth through pioneering protection approaches

In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...

2 months ago

36 minutes

Just Covered

Andrew Jenkins | Resilience and recovery: How do you build a growth mindset?

In this episode of Just Covered, we meet Andrew Jenkins – an inspirational individual with a background in sales and business leadership. He’s also well known as a contestant from BBC One’s popular series, The Traitors. In 1999, Andrew’s life was turned completely upside down by a horrific road accident. The experience and subsequent recovery led him to become a dedicated advocate for wellbeing and personal growth. Today, he works as a mental health coach and motivational speaker, while suppo...

4 months ago

48 minutes

Just Covered

Matt Brown | Recognising opportunity: Supporting the next generation of intermediaries

Matt Brown | Recognising opportunity: Supporting the next generation of intermediaries In this episode of Just Covered, we meet Matt Brown – HL Partnership’s new Propositions Director. Already a respected figure in the mortgage sector, Matt has 20 years’ experience working at firms like PRIMIS Mortgage Network, eConveyancer and NatWest. We were delighted to discuss his career so far, as well as the challenges and opportunities he currently sees in the intermediary space. We also heard a...

5 months ago

32 minutes

Just Covered

Sidney Wager | Guiding professional growth: Being comfortable with the uncomfortable

Sidney Wager | Guiding professional growth: Being comfortable with the uncomfortable In this episode of Just Covered, we meet Sidney Wager, newly appointed Managing Director at L&C. Well known across the Mortgage industry, Sidney stands out for his diverse, sector-spanning career. Something that not only gives him an original industry perspective but has, no doubt, informed his success over multiple decades and roles. During our chat, he’s able to share some real gems about career l...

6 months ago

27 minutes

Just Covered

Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships

Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships In this episode of Just Covered, we meet Stuart Borthwick from Dartmoor Financial LLP – an adviser working in mortgage, equity release and estate planning for over 20 years, and specialist in later life lending. Working for a family-run, independent firm operating on the edge of Dartmoor, Stuart has a unique story. But what comes across most during our 45-minute chat is his genuine passion...

6 months ago

45 minutes

Just Covered

Rhian Mannings | Turning trauma into triumph: Filling the vacuum in bereavement support

Rhian Mannings | Turning trauma into triumph: Filling the vacuum in bereavement support This episode contains reference to suicide and infant death that listeners may find upsetting. In this episode of Just Covered, we speak with Rhian Mannings, founder of the 2Wish Charity about her emotional and thought-provoking story. In 2012, Rhian suffered a deeply profound and challenging experience, losing both her infant son and husband in just a matter of days. It changed her life forever. And, the ...

6 months ago

38 minutes

Just Covered

Bob White | Bridging the gap: Collaboration, learning and later life lending

Bob White | Bridging the gap: Collaboration, learning and later life lending In this episode of Just Covered, we sit down with Bob White, an adviser at Mortgage & Lifetime Solutions with over 30 years' experience. Having started his career in Mortgages and Protection, Bob qualified as a lifetime mortgages adviser 15 years ago and is passionate about the need for advisers to continually learn and improve their knowledge. Bob also discusses how advisers can collaborate and refer clients, to...

7 months ago

24 minutes

Just Covered

Charley O’Neill | Mortgage Mum: Finding work-life balance and flexibility in financial services

Charley O’Neill | Mortgage Mum: Finding work-life balance and flexibility in financial services In this episode of Just Covered, we meet Charley O’Neill, Senior Mortgage and Protection Adviser and Head of New Build at Mortgage Mum. A mother of two, Charley’s journey in financial services began after leaving school. She earned her stripes in customer service at HSBC, before eventually becoming a qualified Mortgage Adviser in 2015. But after returning from maternity leave, she found traditional...

7 months ago

37 minutes

Just Covered

Stephanie Charman & Vikki Jefferies | Industry-wide reflections: What’s shaping today’s mortgage market?

In this episode of Just Covered, we're excited to host Stephanie Charman, the new CEO of the Association of Mortgage Intermediaries (AMI), and our very own Vikki Jefferies, who has recently assumed her new role as Market Development Director. In this friendly and lively chat, they discuss their diverse backgrounds in the industry and the transitions that led them to their current positions. Gladly, they also share personal insights on current mortgage market conditions, changing regulations, ...

8 months ago

46 minutes

Just Covered

Robin Melley | Client vulnerability: Promoting industry-wide care and best practice

In this episode of Just Covered, we meet Robin Melley, a founder and director of the Consumer Duty Alliance and co-founder of the Financial Vulnerability Taskforce. As the only person to win UK Chartered Financial Planner of the Year twice, Robin is a force to be reckoned with. We were lucky enough to get his insight into the evolution of the Financial Vulnerability Taskforce. And hear about his more recent work with us on the Thematic Review checklist, which has already proven a transformati...

9 months ago

25 minutes

Just Covered

Ollie Popham| Evolving financial advice in pursuit of customers’ best interests

Ollie Popham| Evolving financial advice in pursuit of customers’ best interests In this episode of Just Covered, we meet Ollie Popham, Senior Sales Manager at Cavendish Online. Since the turn of the millennium, Cavendish has been of one the industry’s most exciting success stories. The company has grown from a small internet startup into a UK-wide organisation, with hundreds of staff. And it’s been repeatedly celebrated as a market leader through continuous nominations and, often succe...

10 months ago

31 minutes

Just Covered

Hulya Gunay | Navigating divorce: Why professional financial guidance is critical

In this episode of Just Covered, we meet independent financial adviser, Hulya Gunay, for a divorce-focused special. Hulya’s story is unique and inspiring. Driven by a combination of personal and professional experience, she established her own firm in 2018 that’s carved a niche in the market specialising in representing women as they navigate key turning-points and transitions in their lives. Today, it’s her passionate mission to empower female professionals and business owners to find fina...

11 months ago

32 minutes

Just Covered

Vanessa Barnes | Empowering Advice : Helping clients take control of their financial futures.

In this episode of Just Covered, we’re honoured to be joined by Vanessa Barnes, chartered financial planner and recently appointed board member of the Consumer Duty Alliance. Vanessa is a trailblazer in many ways, running an all-female financial firm, she’s a powerful and dedicated advocate for women and the unique financial challenges they face, amongst many other things. This thoughtful discussion covers a range of key topics, like helping clients to find happiness in retirement, and ...

1 year ago

23 minutes

Just Covered

Special: Mark Lambert | Later Life Lending: Intergenerational advice and gifting

In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mark Lambert, Director at Viva Retirement Solutions. During the episode, Mark discusses the versatility of lifetime mortgages and the positive impact they can have for clients and their families. He also talks about educating clients on some of the common misconceptions surrounding LTMs and his holistic approach to providing advice to clients on their retirement options. ...

1 year ago

50 minutes

Just Covered

Gemma Cuff | Going it alone: Growing your own financial services organisation

In this episode of Just Covered, we meet Gemma Cuff, founder of Gemstone Mortgages. As one of the leading mortgage brokers in Colchester, Gemma tells her unique story around starting her own business – going into remarkably honest detail about her personal challenges and how she’s expanded her brand over the years and responded to changing demands. She also explains some of the philosophy behind how she recruits and trains staff, as well as her crucial use of technology and social media to gr...

1 year ago

32 minutes

Just Covered

Fraser Kerr | Putting people first: How to build genuine client relationships

n this episode of Just Covered, we invite Fraser Kerr, Regional Director of Scotland for abrdn. During this insightful half-hour chat, Fraser charts his career journey, from washing dishes to his current senior financial position, reflecting on the key pearls of wisdom he now imparts as a leader to his team. His relentless focus on a people-first approach to financial planning is inspiring – seeing advisers as a source of clarity and peace of mind for families amidst turbulent market conditio...

1 year ago

34 minutes

Just Covered

Phil Jeynes | Shifting attitudes towards protection: The importance of long-term, post-sale customer care

In this episode of Just Covered, we meet Phil Jeynes, Director of Corporate Strategy at Reassured. Phil is a well-recognised and respected protection expert with more than 20 years’ experience. During our thoughtful chat, he reflects personally on the change he’s seen across the industry, particularly around emphasis for ongoing customer care and how training has evolved. He also talks about his health scare, with cancer, and the financial and emotional piece of mind that critical illness cov...

1 year ago

52 minutes

Just Covered

Barry Kellegher | Seeing the world differently: Using life-altering events to bring advice to life

In this episode of Just Covered, Hazel and Wayne invite Legal & General Performance Manager, Barry Kellegher. Unlike many, Barry has a unique perspective on customer protection, having been on both sides of the fence. He talks honestly about how his personal health crisis has transformed his outlook on life, death and critical illness cover. And most importantly, he opens-up on how he now views the value of his own work, including how it informs the advice he gives to other people. It’s...

1 year ago

45 minutes