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-careerThe power of local, relationship-led client acquisitionFrom mortgage adviser to business ownerWhy visibility of women in leadership mattersHow motherhood and financial planning can thrive side-by-sideIf 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 Story01:45 - Why So Few Women Become Financial Advisers04:30 - Tammy’s Journey from Mortgage to Financial Advice07:50 - Emma’s Career Change & Entry via SJP Academy11:10 - The Role of Mentorship in Career Progression14:30 - Creating a Flexible, Family-First Advice Firm18:15 - Visibility of Women in Leadership Roles22:00 - Local Marketing & The Bishop’s Stortford Mummies25:45 - Authenticity Over Aggression in Sales29:00 - Work-Life Balance and Setting Boundaries32:10 - Advice for Women Entering Financial Planning35:20 - Who the SJP Academy is Right For37:45 - Legacy, Purpose & Final Reflections40:00 - Wrap Up & How to ConnectFinancial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.