The Plannex Podcast

Publicly listed emails

contact@plannex.co.uk

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Changing Careers into Financial Planning: What the First 18 Months Really Look Like | Oliver Jones

October 09, 2026

How do you move into financial planning when you already have an established career? And what happens when the relationship skills come with you, but the technical confidence needs time to catch up?Adam Carolan is joined by Oliver Jones from Five Wealth, who moved into the profession after nine years at Handelsbanken. Ollie talks openly about the decision to leave banking, weighing a lower initial pay package and what it felt like to take part in his first financial-planning client meetings.T...

Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson

October 02, 2026

What should a financial adviser say when a client asks about Bitcoin?Dan Parkinson, founder of The Bitcoin IFA, joins Adam Carolan to examine what Bitcoin means for UK financial planning. They discuss the difference between Bitcoin and other cryptocurrencies, the changing regulatory environment and the practical limits advisers currently face. The conversation also explores client retention, intergenerational wealth, self-custody, large Bitcoin holdings and what advice firms can do now to pre...

How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2

September 25, 2026

In Part Two of Adam Carolan’s conversation with Alan Smith, they move from operational growth to marketing, personal branding and client acquisition.Alan explains how content, newsletters, podcasts, referrals and professional partnerships have created a connected marketing ecosystem for his financial planning firm. They also discuss niche positioning, recurring-revenue complacency, succession, recruitment and what Alan would do if he were building an advice firm again today.Listen to Part One...

More Than Commas · Medium booking difficulty · 1,000 - 10,000 listeners

From Busy to Rich · Low booking difficulty · 100 - 1,000 listeners

How do I get in touch with The Plannex Podcast?

The Plannex Podcast is hosted by Adam Carolan and Rohan Sivajoti. Its publicly listed email is contact@plannex.co.uk. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Plannex Podcast?

The publicly listed email for The Plannex Podcast: contact@plannex.co.uk.

How many listeners does The Plannex Podcast have?

Podseeker estimates The Plannex Podcast reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Plannex Podcast?

The Plannex Podcast typically books industry leaders. Typical guest background: UK financial planning firm founders, senior advisers and operators with demonstrated experience scaling advice businesses, as well as credible specialists in professional-services growth, hiring, sales, technology or marketing. Common among recent guests: Founded or led a successful financial planning or professional-services firm; Built or scaled a substantial team or client bank; Sold or developed a business. Recent guests include Alan Smith, Charlie Perry, and James Ashford.

How hard is it to get booked on The Plannex Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Plannex Podcast cover?

Recent episodes cover Business, Financial Planning, Scaling, Leadership, and Hiring. Pitch an idea tied to one of these topics and mention a recent episode.