Zomi Wealthcast

In this episode of Zomi Wealthcast, we welcome Sarah Roughsedge, Founder of Eva Wealth Management for Women and a multi award winning Chartered Financial Planner and Certified Financial Coach. Drawing on a background in neuroscience, Sarah explains how mindset and behaviour shape every financial choice, and why tailored planning is essential for women across the UK.We explore the advice gap and gender wealth gap, the role of coaching alongside regulated advice, and how to support clients through life transitions such as divorce, bereavement, retirement and sudden inheritance. Sarah shares practical ways to build confidence and clarity, and sets out a hopeful view of the profession where technology and AI handle the heavy lifting so advisers can focus on people.What we cover • Why the advice gap and gender wealth gap persist in the UK • Neuroscience and behavioural finance in everyday planning • Client journeys through grief, divorce, retirement and inheritance • The difference between financial advice, financial planning and financial coaching • Cash flow modelling, pensions and ISAs explained in plain English • Building emotional intelligence and people skills in a technical profession • How AI will reshape adviser workloads while improving client outcomes • Getting client facing early and reading the room with confidenceLinks • Connect with Sarah Roughsedge on LinkedIn • Explore Eva Wealth Management for Women • Follow Zomi Wealth on LinkedInWatch this episode on YoutubeAbout our guest Sarah Roughsedge helps successful women align their wealth to a preferred future. At Eva Wealth, the journey begins with mindset. Whether you are a chief executive navigating complex boardrooms or a woman at the threshold of an unexpected inheritance, Sarah believes your financial potential is not defined by current circumstances but by your willingness to see yourself differently. Eva Wealth meets you exactly where you are and offers more than strategies. Expect a partnership that challenges beliefs, illuminates blind spots and builds lasting financial confidence.Key takeaways • Advice should feel human as well as technical • Speak in the client’s language and move at the right pace • Separate urgent decisions from everything else to reduce overwhelm • Keep learning. Exams matter, but people skills move outcomes • Tech and AI will open the door to more inclusive planning across the UKDisclaimer: This post is for informational purposes only and does not constitute financial or investment advice. Investments carry risks, and returns are not guaranteed. Values may fluctuate, and you may not recover your initial investment. Past performance is not a guide to future results. Keep cash aside for short-term needs.

Looking to improve your personal finance in the UK? Struggling with savings, financial literacy, or wondering how to get help with money? In this episode of Zomi Wealthcast, we sit down with Thomas Francis, Head of Personal Finance at Octopus Money, to explore how financial advice and coaching are becoming more accessible than ever.Thomas shares his journey from banking and traditional financial planning to leading innovative hybrid advice models that combine technology with human coaching. We unpack the UK’s persistent advice gap, why only a small percentage of people access regulated advice, and how new approaches can help millions of households build stronger financial futures.This conversation touches on leadership, behavioural finance, the rise of digital and AI-driven solutions, and how to make financial education part of everyday life. Thomas also shares his vision for a future where every UK household has a clear financial plan.What you will learn in this episode:• Thomas’s path from credit risk analyst to Head of Personal Finance • Why the advice gap exists and how to close it• The power of combining financial coaching with regulated advice• How Octopus Money’s hybrid model supports everyday people• Practical insights into savings, money management, and financial planning in the UKIf you are looking to boost your financial literacy, understand your options for savings, or find new ways to get help with money, this episode is packed with insights you will not want to miss.Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector.📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wAStay connected with Zomi Wealth:Website: https://zomiwealth.com/YouTube channel: https://www.youtube.com/@ZomiWealthInstagram: https://www.instagram.com/zomiwealthFacebook: https://www.facebook.com/zomiwealthTwitter/X: https://twitter.com/zomiwealthLinkedIn: https://www.linkedin.com/company/zomi-wealthTikTok: https://www.tiktok.com/@zomiwealth Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.

Welcome to Episode 4 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Adam Carolan, CEO of Plannex (formerly NextGen Planners), a dynamic platform transforming the financial planning profession. Adam shares his journey from practising financial adviser to building one of the most forward-thinking finance communities in the UK. We explore the evolution of financial advice, the power of peer learning, the role of tech and AI in wealth management, and how to attract the next generation of advisers. Whether you're a financial professional, podcast listener, or curious about the future of finance, this episode delivers insight, strategy and motivation. 🎧 In this episode, you'll learn: • How Adam built Plannex (formerly NextGen Planners) from scratch • What makes a great financial adviser in 2025 • Why peer collaboration is reshaping financial education • The impact of tech and AI on the advice model • How to grow in a career in business finance and wealth • The underrated skills today’s advisers need to thrive • How purpose-driven leadership drives real change This is a must-listen for anyone tuning into financial adviser podcasts, business-related podcasts, or looking for a financial education podcast that bridges modern thinking with real-world impact. 📩 Join the Zomi Wealth community for more insights, events and tools: http://eepurl.com/i3a6wA 🔗 Stay connected: Website: https://zomiwealth.com/ YouTube: https://www.youtube.com/@ZomiWealth/ Instagram: https://www.instagram.com/zomiwealth/ LinkedIn: https://www.linkedin.com/company/zomi-wealth/ X (Twitter): https://x.com/ZomiWealth/ Facebook: https://www.facebook.com/zomiwealth/ Disclaimer: The content in this podcast is for general information only and should not be considered personal financial advice. Investments carry risk. Please consult a professional adviser for personal guidance.

Welcome to Episode 3 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Pieter Fourie, Head of Global Equities at Sanlam Investments UK and a 6-time Alpha-rated fund manager with a remarkable track record of consistent outperformance.Pieter shares his journey from his academic upbringing in South Africa to managing a £1.5 billion global fund in London. He opens up about what it takes to lead a high-performing investment team, stay disciplined through volatile markets, and build long-term value by focusing on quality businesses. With humility and sharp insight, he breaks down his investment philosophy, his views on leadership, and why doing the right thing for clients always comes first.In this episode you’ll learn about:• What it takes to build and lead a top-performing global equity fund• Pieter’s investment philosophy of “quality at the right price”• Why long-term thinking and valuation discipline still win in today’s market• How he manages risk, team culture, and investor trust• The difference between active and passive investing, and why it matters• The importance of mentorship, mindset, and staying grounded• Real insight into market cycles, macro noise, and making conviction callsWhether you're an investor, analyst, aspiring fund manager, or simply curious about how top performers think and operate, this episode is packed with clarity, practical wisdom, and behind-the-scenes perspective from one of the industry's most consistent leaders.Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector.📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wAStay connected with Zomi Wealth:Website: https://zomiwealth.com/YouTube channel: https://www.youtube.com/@ZomiWealth/Instagram: https://www.instagram.com/zomiwealth/Facebook: https://www.facebook.com/zomiwealth/Twitter/X: https://x.com/ZomiWealth/LinkedIn: https://www.linkedin.com/company/zomi-wealth/Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.

Welcome to Episode 2 of Zomi Wealthcast, hosted by Jordan Venter. In this eye-opening conversation, we are joined by Maria Langford, a Trainee Financial Planner who is passionate about inspiring the next generation, especially young women, to see financial planning for what it truly is. A purpose driven profession with the power to change lives. Maria shares her honest journey into the industry, from doubting whether she belonged to finding her voice and mission in a space that is still vastly underrepresented by women. Along the way she breaks down common misconceptions, offers practical advice on studying for your diploma, and talks openly about failure, mindset, and overcoming imposter syndrome. In this episode you will learn about: • Why financial planning is not just about numbers, it is about people • The challenges women face in entering a historically male dominated field • Real talk on failing exams, staying motivated, and building confidence • How empathy, listening, and communication are superpowers in this profession • The growing demand for diverse voices in financial advice • Why now is the perfect time for young professionals to enter the industry • The urgent need for outreach, mentorship, and representation Whether you are a student, career changer, or already in the field, this episode is packed with truth, encouragement, and actionable insight. Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector. 📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wA Stay connected with Zomi Wealth: Website: https://zomiwealth.com/ YouTube channel: https://www.youtube.com/@ZomiWealth Instagram: https://www.instagram.com/zomiwealth Facebook: https://www.facebook.com/zomiwealth Twitter/X: https://twitter.com/zomiwealth LinkedIn: https://www.linkedin.com/company/zomi-wealth Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.

Welcome to the first episode of Zomi Wealthcast, hosted by Jordan Venter—an individual who is eager and inquisitive to learn all that there is in the financial services. In this kickoff interview, we’re joined by Charles Walker, Founder and CEO of Focus Selection, a top-tier financial services recruitment firm established in 2003. Drawing on 20+ years of industry expertise, Charles offers invaluable insights into building a successful career in wealth management, navigating regulatory changes, and mastering recruitment best practices.In this episode, you’ll learn about:Charles’s journey from the Air Force to launching his own recruitment companyHow RDR and Consumer Duty transformed the financial advice landscapeStrategies for hiring and retaining top talent in today’s competitive marketThe growing influence of AI and technology on financial servicesThe future of financial advisory careers—insights on M&A and generational wealth transferKey attributes firms look for in aspiring financial advisers and support staffWhether you’re an aspiring financial adviser, a seasoned professional, or simply intrigued by the world of wealth management, this conversation is packed with actionable advice and forward-looking perspectives.Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends—helping you thrive in the fast-evolving financial services sector.📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wAStay connected with Zomi Wealth:Website: https://zomiwealth.com/YouTube channel: https://www.youtube.com/@ZomiWealthInstagram: https://www.instagram.com/zomiwealth Facebook: https://www.facebook.com/zomiwealth/Twitter/X: https://twitter.com/zomiwealthLinkedIn: https://www.linkedin.com/company/zomi-wealthDisclaimer:The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.