The I just fell into Financial Planning Podcast

1. Episode · Sep 10, 2026

   How Paraplanning Has Changed with the Help of AI | Gareth Millard from Clear Path Paraplanning (opens the original)

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   Everyone in financial planning is arguing about whether AI is coming for their job. Paraplanners are feeling it first. So I sat down with Gareth Millard, founder of Clear Path Paraplanning, who has spent 28 years in the profession, from churning through quotes at a product provider at 18, to going Chartered, sitting the CFP, and this year finally backing himself to launch his own outsourced paraplanning business. We got into: How he fell into it at 18 as a quotes administrator, and the 28-year r

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2. Episode · Aug 25, 2026

   What an Operations Director Actually Does in a Financial Planning Firm - Chris Hindle from Fraser James (opens the original)

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   Everyone in financial planning obsesses over advice, investments and clients. Almost nobody talks about the engine room: operations. So I sat down with Chris Hindle, Operations Director and co-founder of Fraser James, who went from "the assistant to the assistant administrator" (his words: the tea boy of the tea boy) to building one of the more interesting remote-first planning firms in the UK. We got into: How he broke in with zero experience, self-funding his RO1, "getting inside the tent", an

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