Life as a Hyper Local Female Financial Planner in Bishop’s Stortford

In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning , a partner practice of St. James’s Place in Bishop’s Stortford . We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy , supported by Tammy’s mentorship. Tammy shares her 20-year journey in financial services and why creating a flexible, values-led business was essential for her success and her team’s. Together, they explore: Why women leave financial services mid-career The power of local, relationship-led client acquisition From mortgage adviser to business owner Why visibility of women in leadership matters How motherhood and financial planning can thrive side-by-side If you’re considering a career in financial planning or want to build a more inclusive practice, this episode is for you. 00:00 - Intro to Tammy & Emma’s Story 01:45 - Why So Few Women Become Financial Advisers 04:30 - Tammy’s Journey from Mortgage to Financial Advice 07:50 - Emma’s Career Change & Entry via SJP Academy 11:10 - The Role of Mentorship in Career Progression 14:30 - Creating a Flexible, Family-First Advice Firm 18:15 - Visibility of Women in Leadership Roles 22:00 - Local Marketing & The Bishop’s Stortford Mummies 25:45 - Authenticity Over Aggression in Sales 29:00 - Work-Life Balance and Setting Boundaries 32:10 - Advice for Women Entering Financial Planning 35:20 - Who the SJP Academy is Right For 37:45 - Legacy, Purpose & Final Reflections 40:00 - Wrap Up & How to Connect Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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Life as a Hyper Local Female Financial Planner in Bishop’s Stortford is an episode from The Financial Planner Life Podcast by Sam Oakes.

This episode is 56:17 long.

This episode was published on Nov 26, 2025.

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