Andrew Spence - Aspen
In this episode of The Financial Planning Podcast, host Lewis Byford sits down with Andrew Spence, founder and Chief Executive of Aspen and a valued partner of The Financial Planning Club. With a career that spans wealth management roles in both Edinburgh and London, Andrew combines deep industry knowledge with innovative thinking. A Newcastle University graduate with a first-class degree in Marine Engineering, he leads Aspen in developing next-generation managed portfolios.
Aspen’s services include multi-asset portfolios and the Portfolio Discovery tool, a resource designed to empower financial advisers with intuitive technology and streamlined portfolio solutions.
Join us as Andrew shares insights on Aspen’s mission to support financial advisers and the future of managed portfolios.
The Financial Planning Podcast
Hosted by Lewis Byford, the Co-founder of Antony George and the Financial Planning Club, The Financial Planning Podcast brings you inspiring stories and invaluable insights from Operations Managers, Directors, and Owners of successful financial planning businesses.
In each episode, Lewis sits down with industry leaders to uncover their top tips and strategies for growing and driving business success. But it’s not just about the numbers – we also delve into the personal journeys of these professionals, exploring how they built their careers and businesses to what they are today.
Whether you're looking to expand your financial planning business or seeking inspiration from the best in the industry, this podcast offers a unique blend of professional advice and personal stories that will motivate and educate. Tune in and learn from the experts on The Financial Planning Podcast – where financial success meets personal growth
- No. of episodes: 38
- Latest episode: 2025-04-28
- Business Careers Entrepreneurship
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