Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte

Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid assets.

But with so many clients having a significant part of their wealth tied up in property now, advisers may need to start shifting their thinking and help clients understand all options available to them. 

This week Sue and Brandon spoke to Roland Whyte, Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat. 

The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns about insufficient savings among current and soon-to-be retirees and the tightening grip of consumer duty, the timing of this research and the findings could not be better. 

And yes, we do find out the story behind the very interesting name, Nokkel!

Listen to the full conversation below:

Click here to listen on Apple Podcasts

Click here to listen on Spotify

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.