Taylor Beavis - Universe Financial Advice

In this episode of the Financial Planning Podcast, Lewis sits down with Taylor Beavis, founder of Universe Financial Advice, a deliberately small, boutique firm built around lifestyle, freedom, and intentional growth. From emailing Pete Matthew before he'd even become an adviser, to adopting his son mid-business journey, Taylor shares the mindset shifts that shaped his career, including his powerful question: "What would you do if you were 10 times bolder?" They explore direct authorisation, keeping a firm intentionally small, setting boundaries, transitioning clients respectfully, and building a business that works for your life, not the other way around. A thoughtful and refreshingly honest conversation for advisers who want clarity over scale. Connect with Lewis Byford Connect with Taylor Beavis Follow The Financial Planning Club