My first year as a financial planner - Natasha Percy-Baxter

This week Sam is joined by Natasha Percy-Baxter from Percy-Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession.

Now she’s running her own Financial Planning Partner Practice, what a fantastic story!

This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession.

As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy!

We cover:
-Why Natasha is suited to Financial Planning
-Networking and building a referral team
-St. James' Place Wealth Management Academy process
-Marketing and building your own brand.
-Managing with overwhelm and burnout
-Wellbeing and financial education

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies
Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career or showcase your academy.
Learn more here: https://recruitukltd.co.uk/financial-...

Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-...

2022 Financial planning Salary Guide https://recruitukltd.co.uk/the-recrui...

If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.

if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!

Time Stamps
00:00 - Introduction
04:19 - How she decided that she wanted to work in financial planning
07:18 - How long did it take her to pick a new career?
11:36 - The benefits of changing industries & jobs
17:51 - What questions did she have about the financial profession
22:43 - Why you should have a business plan. What was Natasha's?
32:49 - Marketing and building your own brand.
38:30 - Dealing with overwhelm and burnout
41:23 – Journaling
52:01 - Her journey through St. James's Place
1:01:49 - Has she ever thought that she should've got into the profession a different way instead?
1:02:15 - She has finished the academy side of things. Are there still some ongoing learnings?
1:09:14 - Wellbeing and financial education
1:12:44 - Piggyback marketing. Writing for a magazine.
1:14:34 - Networking and building a referral team
1:26:05 - What does the next year look like?