Skip to Content


Jacqueline Lockie CFP™

Your Financial Planning Maestro™ Podcast

Our podcast is aimed at professional financial planners, advisers and paraplanners in 
the UK.

​Let us know your thoughts!

We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've ever done!

We also talk to those new to the profession and follow their journeys at different points in their professional lives. You can find us on your preferred podcast platform - Spotify, Apple or YouTube podcasts. 

​ 

Social Media

Social Media

Social Media

Social Media


S01:E1 Cover
S01:E1

Global financial planning and the Certified Financial Planner designation - Interview with Noel Maye, CEO of FPSB.

S01:E2 Cover
S01:E2

The impact of going through the CFP process and how he gives better advice to his clients now - Speaking with Amyr Rocha Lima CFP™, Holland Hahn & Wills LLP.

S01:E3 Cover
S01:E3

Visiting two new entrants to the financial planning profession - Interview with Meg Wicks and James Winship, from Verve Group.

S01:E4 Cover
S01:E4

Lessons I learned and the improvements in my business because of the Certified Financial Planner certification - Speaking with Alasdair Walker CFP™, Handford Aitkenhead & Walker.

Episode 5 Cover
S01:E5

Making assumptions when creating financial plans - In conversation with Robert Lockie CFP™, Bloomsbury Wealth.

Episode 6 Cover
S01:E6

Why I became a CFP Professional and my journey to get there! - Interview with Farida Hassanali CFP™, Paradigm Norton.

Episode 7 Cover
S01:E7

Revisiting our new entrants - sharing useful tips for employers. In conversation with Meg Wicks and James Winship, from Verve Group.

Episode 8 Cover
S01:E8

How to put Certified Financial Planner certification at the centre of your business - Speaking with Phil Billingham CFP™ and Shannon Currie CFP™, from Perceptive Planning.

S01:E9 Cover
S01:E9

CISI Financial Plan Case Study Assessments - the do's and don'ts to pass and obtain your CFP certification - Interview with Joanna Redmond CFP™, Investment for Life.

S02:E1 Joanna Redmond CFP
S02:E1

More practical tips on how to avoid making mistakes when creating your CISI L7 financial plan - Speaking with Joanna Redmond CFP™, Investment for Life.

S02:E2 Wendy Fleming CFP
S02:E2

Identifying and supporting wealthy clients who get into debt - In conversation with Wendy Fleming CFP™, Ditch Debt with Dignity.

S02:E3 Louise Sagar CFP
S02:E3

How CFP contributed to me creating my own lifestyle financial planning business - Interview with Louise Sagar CFP™, Live Vitae Financial Planning.

S02:E4 Tina Weeks CFP™
S02:E4

Financial planning is so much more than cashflow and how CFP strengthens my passion to help clients - Talking with Tina Weeks CFP™, Serenity Financial Planning.

S02:E5 Sarah Huffen CFP™
S02:E5

You can do it too! From leaving school with 3 GCSEs to becoming a CFP professional and running my own business - Interview with Sarah Huffen CFP™, Chartered MCSI, Principal of Gilded Wealth.

S02:E6 Susie Bewell CFP™
S02:E6

From investment manager to CFP: How the process has helped me improve my wealth management business - In conversation with Susie Bewell CFP™, Raymond James Hitchin.

S02:E7 Warren Shute CFP™
S02:E7

'Giving away' financial plans in your business? - Interview with Warren Shute CFP™, Lexington Wealth

S02:E8 Martin Lines
S02:E8

The impact of dealing with vulnerable clients - Speaking with Martin Lines, Development and Events Director, Just.

S02:E9 Matthew Walne CFP™
S02:E9

Old CFP, new CFP: Why I was determined to pass my CFP certification - Interview with Matthew Walne CFP™, Santorini Financial Planning.

S03:E1 Marlene Outrim
S03:E1

Challenging your thinking: structuring your financial planning offering - In conversation with Marlene Outrim CFP™, Uniq Family Wealth.

S03:E2 Noel Maye
S03:E2

Global financial planning: how the advice world is adapting - Speaking with Noel Maye, CEO FPSB.

S03:E3 Sam Adams
S03:E3

Need to get clear on ESG - what you offer and how to analyse funds? - Interview with Sam Adams, CEO & Co-Founder Vert Asset Management.

S03:E4 George Kinder
S03:E4

Is there a real difference between financial planning and life planning? - Speaking with George Kinder CFP™, Kinder Institute.

S03:E5 Katie Braden
S03:E5

Get your marketing straightened out to attract the right clients - In conversation with Katie Braden CFP™, Innovating Advice.

S03:E6 Brendan Frazier
S03:E6

Want happier financial planning clients? Then improve the questions you ask them! - Interview with Brendan Frazier, Wired Planning.

S03:E7 Jonathan Gibson
S03:E7

Are you passionate about attracting new talent to the profession? - Speaking with Jonathan Gibson CFP™, Wells Gibson Limited.

S03:E8 Ian McKenna
S03:E8

Find out about the new technological advances in the financial planning profession - Interview with Ian McKenna, Financial Technology Research Centre.

S03:E9 Brett Davidson
S03:E9

Being a chameleon won't help you excel in business - Speaking with Brett Davidson, FP Advance.

S03:E10 Andy Bounds
S03:E10

Get a day a week of your life back by changing the way you communicate - In conversation with Andy Bounds, Author & Award-Winning Sales Trainer.

S04:E1 Gareth Tregidon
S04:E1

How to pass your financial plan assessment and gain your CFP certification in the UK - In conversation with Gareth Tregidon CFP™, CEO and Head of Financial Planning at Nugenis Financial Planning Ltd.

S04:E2 Meg and James
S04:E2

Failing when you are new to the profession and expectations are high - Speaking with Meg Wicks and James Winship, from Verve Group.

S04:E3 Katherine Pautard
S04:E3

How you can apply your life experiences to become a great financial planner - Interview with Katherine Pautard CFP™, Wealth Matters.

S04:E4 Andy Booth
S04:E4

How I use CFP certification to attract good quality clients - In conversation with Andy Booth CFP™, Senior Partner at Nine Wealth.

S04:E5 Michelle Hoskin
S04:E5

How to spot financial abuse in client relationships and what to do about it - Interview with Michelle Hoskin, Founder and Director of Standards International.

S04:E6 Michael Yuille
S04:E6

How mentoring helped me become a CFP professional and a better financial planner - Speaking with Michael Yuille CFP™, Founder of Northern Cross Wealth Management.

S04:E7 Carmen Bacaoanu
S04:E7

How passing the CFP has helped me evolve my role as a paraplanner - Speaking with Carmen Bacaoanu CFP™, Wealth Matters.

S04:E8 Charlotte Phillips-Lynn
S04:E8

How to ensure that your working environment is welcoming to LGBTQA+ team members - Interview with Charlotte Phillips-Lynn, Seccl.

S05:E1 Jennifer Kay
S05:E1

How my secret superpower has helped me become a more confident financial planner - In conversation with Jennifer Kay CFP™, Arlene Addison.

S05:E2 Robert Lockie
S05:E2

The impact of erring on the side of caution in the financial planning process - Speaking with Robert Lockie CFP™, Bloomsbury Wealth.

S05:E3 Carly Dunningham
S05:E3

My journey to become a Certified Financial Planner professional. You can do it too! - In conversation with Carly Dunningham CFP™, Director at Pavis Financial Management.

S05:E4 Dr Moira Somers
S05:E4

The psychology of money and how to ask deeper questions in client meetings - Interview with Dr Moira Somers, neuropsychologist, family wealth consultant, author and executive coach.

S05:E5 Louise Oliver
S05:E5

Running a successful FP business, women in finance and what the Government needs to do! - In conversation with Louise Oliver CFP™, Piercefield Oliver

S05:E6 Dante De Gori
S05:E6

The future of the global financial planning profession - Interview with Dante De Gori CFP™, CEO of Financial Planning Standards Board.

S05:E7 Lara Gentles
S05:E7

How to prepare for and pass your CISI L7 case study assessment - Speaking with Lara Gentles CFP™, Santander Private Banking.

S05:E8 Chloe Phillips
S05:E8

Mentoring and the do's and don'ts when setting out to gain your CFP Certification - In conversation with Chloe Phillips CFP™, Pura Vida Financial Planning.

S06:E1 Sian Davies Cole
S06:E1

The ups and downs of gaining my CFP™ designation and paraplanner support - In conversation with Sian Davies Cole CFP™, Plan Works.

S06:E2 Daniel Ryan
S06:E2

Honesty: Never more relevant than when completing your CFP™ designation - Interview with Daniel Ryan CFP™, Director of UBS Wealth Management.

S06:E3 Steven McBurnie
S06:E3

How to pass your CFP™ certification and give something back to the profession - Speaking with Steven McBurnie CFP™, Wright, Johnston & Mackenzie LLP.

S06:E4 David Burgess
S06:E4

Tough but worth it: How overcoming problems helped my gain my CFP™ certification - In conversation with David Burgess CFP™, Bloomsbury Wealth.

S06:E5 Matt Greer
S06:E5

CFP™ certification and the benefits it brought to our financial planning business - Speaking with Matt Greer CFP™, Navigate IFA

S06:E6 Travis Perry
S06:E6

Entrepreneurs: Helping you improve your work/life balance - Interview with Travis Parry, Make Time Institute.

S06:E7 Lindsay Chree
S06:E7

Engaging clients using social media: The do's and don'ts! - In conversation with Lindsay Chree, Chree8 Social Media

S06:E8 Jamie Little
S06:E8

Changing careers: From building sites to financial planner in two years! - Interview with Jamie Little CFP™, Bailey Cook

S06:E9 Rachel Howard
S06:E9

Tips, tips, tips! An inspiring journey to become a CFP professional - Speaking with Rachel Howard CFP™, Director at Rachel Howard Wealth Management

S06:E10 Dante De Gori
S06:E10

Christmas Special: Changes to the global financial planning standards - In Conversation with Dante De Gori CFP™, CEO of FPSB.

S07:E1 Fiona Bolt
S07:E1

Becoming a CFP™ profession whilst overcoming the deaded spreadsheet fears! - In conversation with Fiona Bolt CFP™, Cameron Jones Financial Management.

S07:E2 David Henry
S07:E2

Combining financial planning and discretionary management to help me become a CFP™ professional - Speaking with David Henry CFP™, Sylva Financial Planning.

S07:E3 Anick Sharma
S07:E3

How financial planning businesses can best support future leaders to gain CFP™ certification - Interview with Anick Sharma CFP™, Mercury Wealth Management.

S07:E4 Dani Nicholls
S07:E4

The long term benefits to businesses who support their teams to become CFP™ pros - In conversation with Dani Nicholls CFP™, Cooper Parry Wealth.

S07:E5 Dan Boden
S07:E5

Rocky but worthwhile road to CFP™ certification - Speaking with Dan Boden CFP™, Director of Abode Financial Planning.

S07:E6 Natalie Norman
S07:E6

From adversity comes huge learning and benefits: My journey to CFP™ certification - Interview with Natalie Norman CFP™, Blake Brooke Financial Advice.

S07:E7 Oz Shtrosberg
S07:E7

Shifting your mindset to become a CFP™ professional - In conversation with Oz Shtrosberg CFP™, MAG Financial Services.

S07:E8 Greg Cooke
S07:E8

Becoming a CFP™ pro helps sole practitioners - Speaking with Greg Cooke CFP™, Polaris Wealth Management.

S08:E1 Jackie Lockie & Chris Wicks
S08:E1

Experts Series - CISI L7 case study: Preparation and Approach - With Jackie Lockie CFP™ and Chris Wicks CFP™.

S08:E2 Jackie Lockie & Chris Wicks
S08:E2

Experts Series - CISI L7 case study: Approach To Calculations - With Jackie Lockie CFP™ and Chris Wicks CFP™.

S08:E3 Jackie Lockie & Chris Wicks
S08:E3

Experts Series - CISI L7 case study: Making recommendations and writing up your plan - With Jackie Lockie CFP™ and Chris Wicks CFP™.

S08:E4 Jackie Lockie & Chris Wicks
S08:E4

Experts Series - CISI L7 case study: What to do if you are unsuccessful - With Jackie Lockie CFP™ and Chris Wicks CFP™.

S09:E1 Hetty Hyde-Durrant
S09:E1

How to decide what you want from an employer - In conversation with Hetty Hyde-Durrant CFP™, Broadway Financial Planning.

S09:E2 Graeme Smith
S09:E2

How to tackle your CFP™ Financial Plan assessment - Interview with Graeme Smith CFP™, Milne Craig Chartered Accountants.

S09:E3 Angela McAfee
S09:E3

Architecture + admin + paraplanning + financial planning = CFP™ professional - Speaking with Angela McAfee CFP™.

S09:E4 Will Oswald
S09:E4

A no course route to CFP™ Certification - In conversation with Will Oswald CFP™, Chiltern Hills Financial Planning.

S09:E5 Kyle Glowacki
S09:E5

How CFP™ benefits my clients - Interview with Kyle Glowacki CFP™, Cavendish Ware.

S09:E6 Jane Jones
S09:E6

Understanding the scope of CISI L7 assessment - Speaking with Jane Jones CFP™, Mackenzie Financial Planning.

S09:E7 Ciaran Quinlan
S09:E7

How I got a 99% first time pass mark and became a CFP™ professional - In conversation with Ciaran Quinlan CFP™.

S10:E1 Laura Ripley
S10:E1

Do not underestimate the time commitment to become a CFP™ professional - In conversation with Laura Ripley CFP™, BRI Wealth Management.

S10:E2 Oluwaseun Apta
S10:E2

Don’t give up on becoming a CFP™ professional! - Speaking with Oluwaseun Apta CFP™, Bright Star Wealth Management.

S10:E3 Alice Davey
S10:E3

The importance of becoming a CFP™ professional for those working in compliance - Interview with Alice Davey CFP™, In Partnership.

S10:E4 James Hunt
S10:E4

Report writing skills to become a CFP™ professional - In conversation with James Hunt CFP™, Eldon Financial Planning.

S10:E5 Chris Harris
S10:E5

Critical thinking to pass CFP™ - Speaking with Chris Harris CFP™, RBC Brewin Dolphin.

S10:E6 John Findlater
S10:E6

Golf pro to CFP™ pro - Interview with John Findlater CFP™, NFU Mutual.

S10:E7 Steve Williams
S10:E7

CFP™ needs strategic time management - In conversation with Steve Williams CFP™, Para-dox Paraplanning.

S10:E8 Louis Ewart
S10:E8

Stay accountable to pass CFP™ - Speaking with Louis Ewart CFP™, Ewart & Bridgeman Advisers

S10:E9 Carly Dunningham and Tracy Vegro
S10:E9

Financial Planning Week Special - Interview with Tracy Vegro OBE, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP™, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee.