The New Leaf Podcast

29 Episodes

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From Managing £50 Billion at Vanguard to Starting Her Own IFA Business

2026-11-1134:20

What makes someone leave a senior role at Vanguard to start their own financial advice business? In this episode of The New Leaf Podcast, CEO Dan Hobbs is joined by Mohneet Dhir, co-founder of And Together, to discuss her journey from institutional investment management to becoming an Independent Financial Adviser. With 18 years of experience in financial services, including overseeing Vanguard's £50 billion LifeStrategy investment range, Mohneet brings a wealth of knowledge from the institut...

He Sold His Mortgage Business. Now He's Starting Again.

2026-10-2734:12

After 25 years in the mortgage industry, selling his business and starting again, Richard Campo is taking on his next big challenge: becoming an Independent Financial Adviser. In this episode of The New Leaf Podcast, CEO Dan Hobbs is joined by Richard Campo of RCP Mortgages to discuss his career in financial services, the lessons he's learned from building and selling a mortgage brokerage, and why he's now making the move into the IFA world. From working with some of the UK's biggest mortgage...

The £60K Claim That Almost Went Unnoticed

2026-10-2027:04

A £60,000 protection payout, discovered more than 10 years after a cancer diagnosis. What happens when clients don't even realise they're entitled to claim? In this episode of The New Leaf Podcast, Season 2, CEO Dan Hobbs is joined by James McClure from Ballymena Mortgage & Financial Services to discuss his journey from protection and mortgage advice into becoming an Independent Financial Adviser (IFA). James shares real-life examples of how protection insurance has made a difference to h...

From Fighting Cancer to Building a £35M Financial Advice Business

2026-10-1925:39

From a life-changing cancer diagnosis to building a financial advice business with £35 million in assets under management, Shane Fox's journey is anything but ordinary. In this episode of The New Leaf Podcast, founder Mark Hobbs is joined by Shane Fox, one of New Leaf's most successful Independent Financial Advisers, for a powerful conversation about resilience, career changes and building a business that genuinely puts people first. After experiencing personal loss and being let down by the ...

Becoming a Financial Adviser: The Qualifications You Actually Need

2026-10-1927:29

Thinking about becoming a mortgage adviser or Independent Financial Adviser? The qualifications you need are changing, and there are some important updates worth knowing about! In this episode of The New Leaf Podcast, CEO Dan Hobbs is joined by Gordon Reid from LIBF (London Institute of Banking & Finance) to break down the latest changes to CeMAP and DipFA qualifications, and what they mean for anyone looking to start or progress their career in financial services. From a more flexible ex...

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