Zomi Wealthcast Episode 5: How To Motivate People About Money with Thomas Francis

Zomi Wealthcast by Zomi Wealth

Episode notes

Looking to improve your personal finance in the UK? Struggling with savings, financial literacy, or wondering how to get help with money? In this episode of Zomi Wealthcast, we sit down with Thomas Francis, Head of Personal Finance at Octopus Money, to explore how financial advice and coaching are becoming more accessible than ever.

Thomas shares his journey from banking and traditional financial planning to leading innovative hybrid advice models that combine technology with human coaching. We unpack the UK’s persistent advice gap, why only a small percentage of people access regulated advice, and how new approaches can help millions of households build stronger financial futures.

This conversation touches on leadership, behavioural finance, the rise of digital and AI-driven solutions, and how to make financial educatio ... 

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Keywords
financemoney managementinvestmentinvestment managementpodcastZomi wealth