Insightful Edge - Episode 9 - Journey Behind the Scenes: The Life and Lessons of a Lifestyle Financial Planner

In this final episode of Series One of Insightful Edge, host Geoff Dyckes becomes interviewee as former guest Phil Boyle moves from behind-the-scenes to in front of the microphone for a role-reversal interview.   Geoff shares his recent golfing adventures at Woburn Golf Club and Birch Grove, and talks about his return to Reformer Pilates.   After a book recommendation from Geoff, the conversation delves into Geoff's professional journey from his early days at HSBC to running his own firm for 25 years, and now focusing on providing personalised financial planning.   Geoff emphasizes the importance of balancing work with personal life, sharing how he lives by the values he advises his clients.   Series two will be along soon and Geoff would welcome feedback on series one and contact from anyone with guest ideas for series two or an interest in sponsoring the podcast.   00:00 Introduction and Episode Overview 00:51 Phil Boyle takes on the role of interviewer 01:11 Golf Adventures and Experiences 03:39 Exploring Reformer Pilates 04:47 Updates on Work and Clients 09:15 Book Recommendations 10:55 Geoff's Career Journey 24:26 Living his Advice to Clients 27:43 Conclusion and Future Plans Useful links mentioned in this episode: www.dyckesfinancial.co.uk Contact the host: Geoff Dyckes: [email protected] Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550 Book an initial Free 15 mins Introduction Phone Call :-  https://calendly.com/geoffdyckes   Altitude Coffee Bar www.altitudesurrey.co.uk   Geoff's Book Recommendation - Anything You Want - Derek Sivers