In this episode, Adam and Jon sit down with Sean Connolly, founder of Connolly Financial Planning in Oakham, to explore the story behind a local financial planning firm built around trust, personal service and long term client relationships. Sean shares how his career began in a completely different world.

After spending around 10 years working as an electrician, he moved into financial services and eventually launched his own independent practice in January 2025. Today, Connolly Financial Planning supports clients across Rutland with investment planning, retirement planning, mortgages, wealth management and inheritance tax planning.

The conversation explores why Sean has chosen to build the business around a strong local presence. Rather than focusing on larger markets such as London, the firm is committed to serving the local are ...