Client segmentation key to preparing for next Budget

Carmen Reichman, multi-media editor at FT Adviser, is joined by Claire Trott, divisional director of retirement and holistic planning at St James’s Place, and Shaun Moore, tax and financial planning expert at Quilter, to discuss the changes the chancellor might make in the next Budget, the changes advisers would like to see, and how advisers can prepare their clients for the next fiscal event in these turbulent times. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Apr 22, 2025

Embed this episode

Attribution link and audio player

Ready to play

Client segmentation key to preparing for next Budget

0:00 28:18

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

#207 13 actionable pieces of mental health advice from six former podcast guests

Dec 12, 2025 ·53m

Similar Podcasts

Wall St For Main St Jason Burack, Mo Dawoud and John Manfreda Wall St for Main St provides alternative financial information, research, education and consulting to Main Street investors using uncommon wisdom. Our goal is teaching people how to fish for themselves instead of trusting their financial adviser. We interview top investors, traders, money managers, financial commentators, economic experts, authors, CEOs and newsletter writers from around the world to discuss the latest events in the global economy and financial markets. Law Paul Brennan Short clips on legal topics with a quirky outlook, but of real, everyday application delivered by lawyer Paul Brennan with wry humour and the odd belly laugh. Whether you are a business owner, corporate warrior, or professional adviser, this will help you to improve your legal knowhow and avoid legal potholes. Disclaimer: The content of this Podcast is to give you legal basics and in some instances, included unashamedly to try and make you laugh. In law, it is sometimes difficult to work out what is serious and what is just for fun. Therefore, if you plan to do anything legal, speak to a lawyer.

Frequently Asked Questions

How long is this episode of FT Adviser?

This episode is 28 minutes long.

When was this FT Adviser episode published?

This episode was published on April 22, 2025.

Can I download this FT Adviser episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!