Future Fit Financial Planning: In Conversation with Ann-Marie Atkins

Excellence, Not Perfection with Ann-Marie Atkins

In this special 50th episode of BWD In The Know, James is joined by Ann-Marie Atkins, Head of Entrepreneurs at Evelyn Partners, for a conversation about what really sits behind long-term success in financial planning.

Known as one of the UK's leading advisers in the entrepreneur and business owner space, Ann-Marie reflects on the experiences, values and lessons that have shaped her career.

In this episode, they discuss:Ann-Marie's journey into financial services and the challenges she faced early in her career

Confidence, emotional intelligence and communication in adviceWhy excellence matters more than perfectionBuilding trust with clients and professional introducersCollaboration in delivering better outcomesLeadership, mentoring and high-performing teamsAI, technology and the future of adviceThe growing importance of holistic financial planning

This episode is a reminder that the best advisers don't simply provide advice — they bring people, expertise and ideas together to help clients make better decisions.

If you're a financial planner, adviser or leader looking to build trust, improve your impact and future-proof your career, this episode is for you.

Chapters00:00 Introduction

00:28 Ann-Marie's Journey Into Financial Services

01:23 Building Confidence & Finding Your Voice

03:29 Fairness, Honesty & Authenticity

04:39 Learning Through Mistakes & Self-Reflection