The Plannex Podcast

Plannex

Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners. We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.

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The Plannex Podcast

Episodes (287)

Friday From Start-up to Employee Ownership Part One with Barry Horner
Fri Mar 20th Jo Little & Alfie Mullan Part 2: The Leadership Doubts No One Talks About in Financial Planning
Thu Mar 12th Jo Little & Alfie Mullan Part 1: Rebuilding a 3rd-Generation Financial Planning Firm

The Plannex Podcast

Mar 27, 2026
56½ minutes
52 MB

Barry Horner, a Founder of Paradigm Norton, shares the journey of building one of the UK’s most respected financial planning firms. From hand-to-mouth early days to scaling through acquisitions and transitioning to employee ownership. We explore the key decisions that shaped the firm, from pioneering fee-based advice in a commission-driven market to building a strong culture, hiring for values, and planning succession over the long term. A candid conversation on growth, mistakes, leadership, and what it really takes to build a financial planning business that lasts.

The Plannex Podcast

From Start-up to Employee Ownership Part One with Barry Horner

Plannex

00:00 -56:29