Filtrer par genre
- 23 - Finance and Sport Part 3: Money in Golf
In the twenty third episode of the Free Like Me podcast from FLM, Ben Smith, Chartered Senior Financial Planner at FLM, is joined by Mark McDonnell, co-founder of player management company Modest! Golf.
Wed, 12 Jan 2022 - 27min - 22 - Finance and Sport Part 2: Ollie Philips on Sport, Money Education and Scams
In the 22nd episode of the Free Like Me podcast from FLM, Gemma Cottis, Financial Planner at FLM who specialises in education for athletes, is joined by Ben Smith, Chartered Senior Financial Planner at FLM, and former England Rugby Union player and Founder of Optimist Performance, Ollie Phillips. The latest podcast continues our conversation on money in sport, and begins with Ollie discussing his early experiences with money in his sports career.
Wed, 08 Dec 2021 - 35min - 21 - Finance and Sport Part 1: Being Prepared
In the 21st episode of the Free Like Me podcast from FLM, Ben Smith, Chartered Senior Financial Planner at FLM, is joined by Gemma Cottis, a financial planner at FLM, who specialises in education for athletes, and Amy Ward from Premier Sports Network. They’re discussing money in sport and in particular, how athletes can be financially prepared for life after their sporting career has ended.
Wed, 24 Nov 2021 - 44min - 20 - Inheritance Tax and Generational Planning: Part Two
In the 20th episode of the Free Like Me podcast from FLM, Senior Financial Planner Caitlin Lambert is joined by Edward Gascoigne, Chartered Senior Financial Planner and Trishna Hirani, Tax Adviser. This is the second of two podcasts on inheritance tax (IHT), and aims to help you better understand one of the most complicated and emotional financial issues you may face in life.
Wed, 03 Nov 2021 - 40min - 19 - Inheritance Tax and Generational Planning: Part One
In the 19th episode of the Free Like Me podcast from FLM, Senior Financial Planner Caitlin Lambert is joined by David Blows, Chartered Senior Financial Planner, and Dominic Voase, Financial Planner. This is the first of two podcasts on the subject of inheritance tax (IHT) and generational planning, and aims to help people just like you navigate one of the most complex and emotional financial issues you may face in life.
Wed, 27 Oct 2021 - 22min - 18 - Share schemes: Part Two
In the 18th episode of the Free Like Me podcast from FLM, Sebastien Lebarth and Piers Oldland join their host Ben Smith, Chartered Senior Financial Planner. In this episode, the FLM team discuss good habits around money share schemes. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 13 Oct 2021 - 21min - 17 - Share schemes: Part One
In the 17th episode of the Free Like Me podcast from FLM, Rob Hynes and Rob Griffiths join their host Ben Smith, Chartered Senior Financial Planner. In this episode, the FLM team discuss good habits around money share schemes. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Mon, 27 Sep 2021 - 24min - 16 - Money Mindset: Children and finance
In the 16th episode of the Free Like Me podcast from FLM, Caitlin Lambert, Senior Adviser, and Charlotte Ohlson, Financial Planner, join their host Ben Smith, Chartered Senior Financial Planner. This episode is part of a series about healthy money habits. In this episode, the FLM team discuss good habits around money habits for children. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Mon, 21 Jun 2021 - 29min - 15 - Money Habits: Retirement savings
In the 15th episode of the Free Like Me podcast from FLM, Lydia Koke, Financial Planner, and Salaam Al-Rawi, Financial Planner, join their host Ben Smith, Chartered Senior Financial Planner. This episode is part of a series about healthy money habits. In this episode, the FLM team discuss good habits around retirement savings. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 09 Jun 2021 - 31min - 14 - Money Habits: Taxes
In the fourteenth episode of the Free Like Me podcast from FLM Wealth Management, Ben Smith, Trishna Hirani, and Rob Griffiths discuss good habits around taxes and important things you may be missing. This is the first in a short series about good financial habits. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Tue, 25 May 2021 - 20min - 13 - The R Word (Retirement)
In the thirteenth episode of the Free Like Me podcast from FLM Wealth Management, Peter Coleridge, Senior Adviser and Harry Vaughan, Chartered Financial Planner, join their host Caitlin Lambert, Senior Adviser. In this episode, they are discussing the R word: Retirement. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 28 Apr 2021 - 34min - 12 - Understanding share schemes
In the twelfth episode of the Free Like Me podcast from FLM Wealth Management, Jessica Griswood, Tax Adviser, and James Palmer, Tax Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss the share schemes and how listeners can make the most of them. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 07 Apr 2021 - 38min - 11 - Preparing for the Tax Year End
In the eleventh episode of the Free Like Me podcast from FLM Wealth Management, Nick, Financial Adviser, and Georgie, Financial Adviser, join host Caitlin Lambert, Senior Adviser. In this episode, the trio discuss the tax year end and how listeners can prepare for it. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 17 Mar 2021 - 22min - 10 - Coming to grips with tax in retirement
In the tenth episode of the Free Like Me podcast from FLM Wealth Management, Rob Griffiths, Head of Tax, and Trishna Hirani, Tax Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss taxes in retirement; what that might look like and how you can plan for it. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 24 Feb 2021 - 29min - 9 - Back to (Financial) Basics - Taxes
In the ninth episode of the Free Like Me podcast from FLM Wealth Management, Rob Griffiths, Tax Director, and James Palmer, Qualified Tax Adviser and Financial Planner, join host Caitlin Lambert, Senior Adviser. In this episode, the trio discuss the basics of taxes and all of the important things that you may be missing. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.
Wed, 10 Feb 2021 - 31min - 8 - Is financial advice right for me?
In the eighth episode of the Free Like Me podcast from FLM Wealth Management, Charlotte Ohlson, Senior Adviser, and James Wilson, Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss the concerns of people seeking financial advice, such as not knowing if it’s right for them, or if they are right for it.
Wed, 10 Feb 2021 - 35min - 7 - Back to basics
In the seventh episode of the Free Like Me podcast from FLM Wealth Management, Mimi Corden-Lloyd, Associate Adviser at FLM, and JP, Associate Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss financial planning basics and what everyone needs to know about getting started.
Wed, 10 Feb 2021 - 38min - 6 - How your lifestyle and costs can quickly creep up
In the sixth episode of the Free Like Me podcast from FLM Wealth Management, Anna Morton, Adviser at FLM, and Will Holden, Associate Adviser, join host Caitlin Lambert, Senior Adviser. In this episode, the three advisers discuss the challenges surrounding lifestyle creep.
Tue, 09 Feb 2021 - 22min - 5 - Exit plans: A business owner's best friend
In the fifth episode of the Free Like Me podcast from FLM Wealth Management, Kevin Saltmarsh, Senior Adviser, and Martin Brown, CEO of Elephant’s Child, join host Caitlin Lambert, Senior Adviser. Elephant’s Child is a business growth advisory firm that helps Small to Medium-sized Enterprises (SMEs) grow with value. In this episode, the trio focuses on business owners and why they need to have an exit plan in place.
Tue, 09 Feb 2021 - 26min - 4 - Why every business owner needs an advisor
In the fourth episode of the Free Like Me podcast from FLM Wealth Management, Gemma Cottis, Adviser, and David Blows, Senior Adviser, join host Ben Smith, Senior Adviser. This episode focuses on business owners and how working with a financial adviser can benefit them.
Tue, 09 Feb 2021 - 32min - 3 - How to draw income in retirement
In the third episode of the Free Like Me podcast from FLM Wealth Management, Ed Gascoigne, Chartered Financial Planner, and Sam Wilson, Financial Adviser, join host Caitlin Lambert, Senior Adviser. The topic of this episode is drawing income in retirement and the considerations you need to take into account.
Tue, 09 Feb 2021 - 37min - 2 - Our thoughts on the winter plan
In the second episode of the Free Like Me podcast from FLM Wealth Management, we have Trishna (Trish) Hirani, Tax Adviser, and Sébastien (Seb) Le Barth, Senior Adviser, joining host Ben Smith, also a Senior Adviser. The focus of this episode is the recent announcement of the Winter Plan and what we might expect to see moving forward.
Tue, 09 Feb 2021 - 29min - 1 - What is lifestyle financial planning?
As an introduction to the Free Like Me podcast, Caitlin and Ben introduce the concept of wealth management and what financial freedom means. Because everyone has different ideas of what freedom means to them, planning for individual lifestyles is key.
Tue, 09 Feb 2021 - 30min
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