All Episodes
IFA Talk — 103 episodes
Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill
TEI Podcast #14: How UK timber and forestry fit into a tax‑efficient investment portfolio, with Gresham House’s Anthony Crosbie Dawson
Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple
Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps
NI&P Podcast #23: What does insured IHT investing look like in practice? With Blackfinch’s Gordon Pugh
Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
M&PI Podcast #26: Exploring long-term fixed-rate mortgages and market innovation with Perenna's Colin Bell
Podcast #167: How platforms can prove their worth in the face of uncertainty, with Novia Global’s Linda Johnstone
TEI Podcast #13: The role of private capital in UK early-stage investing, with Anthemis’ Mei Lim
Podcast #166: Navigating AI and regulation in financial advice with True Potential's Jamie Sexton
Podcast #165: The real value of financial planning beyond short-term performance, with First Wealth’s Anthony Villis
Podcast #164: Guiding clients through market uncertainty, with Tyndall’s James Sullivan
NI&P Podcast #22: Supporting clients through cancer - are advisers doing enough? with Reframe Cancer's Mark Stephenson
Podcast #163: How AI is helping advisers to work smarter, with PlannerPal’s Mark Whitcroft
M&PI Podcast #25: Near Prime mortgage trends and the evolving role of lenders, with Atom Bank’s Richard Harrison
Podcast #162: Surviving the current market storm, with Royal London’s Trevor Greetham
TEI Podcast #12: Unpacking last-minute BR allowance changes and the complex estate planning landscape, with Octopus Investments’ Toyin Oyeneyin
Podcast #161: The emotional side of retirement | What great advisers do differently, with former financial planner, James Woodfall
Podcast #160: How data will shape the future of advice, with Dynamic Planner’s Rowan Whittington
NI&P Podcast #21: Is whole of life the only solution for long-term IHT? with JLHO's Ken Maxwell
Podcast #159: Unifying adviser tech: solving the complexity puzzle, with Defaqto’s John Milliken
Podcast #158: Paraplanners under the spotlight in the langcat’s State of the Advice Nation
M&PI Podcast #24: Household behaviour, retirement sequencing and property wealth with Phillip Wickenden of Ad Lucem
Podcast #157: Meet the new CII President | Callum Beaton on the year ahead
TEI Podcast #11: Finding sustainable competitive advantage in today’s VCT market, in partnership with Foresight Group
Podcast #156: Why behaviour, not knowledge, will decide the profession’s future, with Patrick Murphy
Podcast #155: Targeted support and what advisers need to know, with EV’s Chet Velani
TEI Podcast #10: Changes to VCTs and the rising popularity of private markets, with Octopus Investments’ Toyin Oyeneyin and Tim Dickens
Podcast #154: Succession planning and valuing adviser independence, with Westminster Wealth’s Martin Lockyer
M&PI Podcast #23: Navigating the 2026 mortgage market, with Jonathan Stinton of Coventry Building Society
Podcast #153: Growing your business and closing the advice gap, with Thrive’s Alex Sumner
NI&P Podcast #20: Understanding economic abuse, with Royal London’s Shelley Read
M&PI Podcast #22: Later life lending and the Autumn Budget, with Tony Wickenden of Technical Connection and Will Hale, CEO of Key and Air
Podcast #152: Targeted Support and bridging the advice gap in a changing landscape, with Wealth Wizards' CEO Ben Hampton
TEI Podcast #9: Budget 2025 boosts EIS & VCT prospects, and what advisers need to know, with Shoosmith’s Tom Wilde
Podcast #151: Making sense of markets, mindsets and 2026, with James Giblin, Fund Manager at L&G
NI&P Podcast #19: How protection is evolving in 2025, with CIExpert’s Paul Roberts
Podcast #150: Budget special - Key Budget measures advisers need to know, with AJ Bell’s Rachel Vahey
M&PI Podcast #21: Innovating mortgage support for first-time buyers, with Nationwide’s Carlo Pileggi
Podcast #149: Smarter retirement strategies for your clients, with Andrew Lewis, Senior Investment Director at Brooks Macdonald
NI&P Podcast #18: helping clients make confident protection decisions, with MetLife UK’s Phil Jeynes
Podcast #148: The future of advice - Sparrows Capital’s Arnie Millington on value, trust and technology
TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
Podcast #147: Rethinking the MPS or bespoke solutions puzzle with Marlborough’s Eddie Kennedy
Podcast #146: Should Paraplanners be more formally recognised by the FCA? Research by Derek Bradley, founder and CEO of Panacea Adviser
M&PI Podcast #20: Evolving opportunities in specialist lending, with Inspired Lending’s Gavin Diamond
Podcast #145: Delivering value through multi-asset investing; a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions
TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
Podcast #144: Emotional Intelligence and adviser success: Practical tips from a former adviser, with James Woodfall
Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
NI&P Podcast #17: Are advisers missing the trick when it comes to Insurance & Protection? With The Exeter’s Jamie Page
Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen
M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems' Nicholas Ryan and David Mills
Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
Podcast #137: The Real AI Opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard
Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming's Peter Ball
Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
NI&P Podcast #15: Heroes in the middle - How advisers are powering better protection advice, with L&G’s Mike Pritchard
Podcast #133: Tariffs, interest rates and gold - what's next for markets? With Capital.com’s Daniela Sabin Hathorn
M&PI Podcast #18: How mortgage tech is transforming the lending journey, with Finova’s Rowan Clayton
Podcast #132: What's next for VCTs after the sunset clause extension, with Chris Lewis, Chair of the Venture Capital Trust Association
Podcast #131: Is ESG investment evolving - or just being rebranded? With Parmenion’s Mollie Thornton
Podcast #130: Education Champions are building better money habits for the next generations, with Vilma Marques at the CII and PFS
NI&P Podcast #14: A broker’s perspective on the underwriting challenges for high-value life cover with JLHO’s Ken Maxwell
Podcast #129: Dealing with investor anxiety with Novia Global’s Linda Johnstone
TEI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie
Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios, with Schroder Investment Solutions’ Ryan Paterson
M&PI Podcast #17: How brokers can bridge the gap and stay ahead in 2025, with Roz Cawood, Managing Director of Property Finance at Streambank
Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales
Podcast #126: From accumulation to decumulation – the growing importance of retirement income strategies with Brooks Macdonald’s Neil Cowell
Podcast #125: The "Three Is of Investable Capital" – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes
I&P Podcast #13: Electronic wills and digital legacy planning with Adeus Life’s Nick Adams
Podcast #124: Paraplanners in the spotlight! Results from The Lang Cat’s 'State of The Advice Nation' report with Steve Nelson
M&P Podcast #16: Opportunities and Insights for Advisers, with Will Hale (Air) and Adrian Brewer (Access FS)
Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn's Amal Jolly and Rohit Vaish
Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin
Podcast #121: The friction and fixes for Letters of Authority, with Flag's Justine Pattullo and Criterion's Nick Green
Podcast #120: Rethinking advice - The behavioural finance advantage with Oxford Risk’s Dr. Greg B. Davies
Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti's Bernadine Reese
Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza
I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London
Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott
M&P Podcast #15: Bridging the mortgage gap with Chris Blewitt, Darlington Building Society
Podcast #116: A Decade of Pension Freedoms - Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International
Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook
TEI Podcast #4: The evolving VCT landscape: opportunities, challenges, and key growth sectors with James D’Mello, Fuel Ventures
Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell's Laura Suter
I&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat
Podcast #113: The gender gap in finance - Jenny Segal addresses the barriers, solutions, and the business case for equity
Podcast #112 | Mind the gap: empowering women investors with Barclays' Clare Francis for #IWD2025
Podcast #111: #IWD25 special with The Apprentice winner Yasmina Siadatan (Dynamic Planner)
M&P Podcast #14: Are you up to date with later life lending options? Featuring Sanjay Gadhia, Standard Life Home Finance
Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with M&G's Mark Devlin
Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 — with BNY Investments’ Richard Parkin
I&P Podcast #10: What is driving increased demand and strong growth in Income Protection? With Shelley Read of Royal London
TEI Podcast #3: 30 years of VCTs - The past, present and future
Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney