Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis

Financial Planner Life Podcast

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector.
Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance.
At First Wealth, Phoebe's story unfolds within a firm that prides itself on being a B Corp, valuing impact on society and the environment as much as client satisfaction.
Navigating the financial industry is no small feat, yet Phoebe does so with grace, balancing client engagement and advisor support within First Wealth's unique 'pod' system.
Her candid sharing of the challenges and triumphs of pursuing professional qualifications, like the CII Level 4 Diploma in Regulated Financial Planning, underscores the importance of resilience in personal growth.
Her position as a B Corp leader further illuminates how non-traditional roles within finance can spearhead positive change, proving that every team member can have a profound influence on a company's ethos and action.
This episode takes a sharp turn into the significance of diversity and inclusive financial education, both of which are transforming the finance landscape. As Phoebe discusses initiatives like Thrive, co-founded by Robert Kaplan, it becomes clear that democratizing financial advice is not just a dream but an actionable goal.
The platform's mission to break cycles of financial illiteracy is a testament to the evolving face of finance—one that embraces different backgrounds and strives for an inclusive future.
Whether you're in the financial sector or simply curious about the people that shape it, Phoebe's insights offer a compelling narrative on the power of inclusion and education.

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