Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise...
Podcasts
Mortgage and Property Podcast #5: The core aims of National Conveyancing Week and why it should be on an adviser’s radar
Podcast #74. What advisers need to know about gifts when IHT planning: With M&G Wealth’s Cat McInally
Insurance & Protection Podcast special #1 Delivering a great tech experience – with Magiclick’s Mark Lusted
IFA Talk GBI Special #1: Advice opportunities using VCTs with MICAP’s Mark O’ Donnell
With the tax year end in sight, advisers will be busy ensuring that clients’ affairs are well placed to minimise tax liabilities. Venture Capital Trusts are just one of the tax-efficient investment options that appeal at this time of year. On this special GBI edition...
Podcast #73: How finding your niche can help you make a difference to your clients with Chartered Financial Planners Ian MacKendrick and Stephen FarnfieldÂ
Being part of a financial advice firm that has a clear mission that you can be proud of is sure to help deliver the best outcomes for an adviser's clients. On this week's podcast, Sue and Brandon speak to Ian MacKendrick and Stephen Farnfield, both Chartered...
Podcast #72: The ups and downs of setting up your own financial advice business. With Chartered Financial Planner, Jack Mason-BrownÂ
For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been in for a while and putting in the huge amount of time and effort that it takes to get your own new financial advice business up...
Sign up to the IFA Magazine Newsletter
Podcast #3: The popularity of self-build and custom-build housing and its influence on the property market – with Saffron for Intermediaries’ Tony HallÂ
In this month’s special mortgage and property edition of IFA Talk, Sue and Brandon dive into the world of self-builds with Tony Hall, Head...
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...
Podcast #65: Working well with a wealth management partner – with Charles Stanley’s Tom Hawkins
With 2024 just around the corner, advice firms are busy reviewing their business strategy for the year ahead. Â One key area which advice...
Podcast #64: What’s in a name? How and why leading consumer brands can offer great investment potential – with Artemis’ Swetha Ramachandran
In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer...
Mortgage and Property Monthly Podcast #2: Supporting First Time buyers in the mortgage market with Coventry Building Society’s Jonathan StintonÂ
Property is a hot topic, especially with persistently high interest rates and record levels of inflation fueling interest. But this...
Podcast #63: Avoiding costly mistakes when choosing a wealth management partner – with Third Financial’s Ian Partington
The use of platforms-and technology more broadly-have been transformative for the financial advice and wealth management professions in...
Podcast #62: The future of advice and the use of technology – with Chris Kenning, Stubben Edge
In this week’s IFA Talk podcast, we’re looking at the growing use of technology within financial services businesses. It’s been happening...
Podcast #61: Is 2023 the year of the bond? Talking Fixed Income with Robert Alster, CIO, Close Bros AM
After a somewhat troubled year for fixed income in 2022, the sector has been pick of the pops this year for many advisers investment...
Podcast #60: Finding your niche as an adviser – the benefits of being a specialist adviser with Macey Greenall DipPFS
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and...
Podcast #59: Why do clients choose to HIRE a professional adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
Back in August on IFA Talk episode #52, Brandon and Sue had an excellent conversation about why clients decide to fire their adviser. It...
Podcast #1 Mortgage and Property Monthly: Is AI here to replace or assist mortgage advisers? With Smartr365’s Thora Kehoe
With the continuing success of our weekly IFA Talk podcasts, we’re really excited to bring you a brand new monthly podcast special. On the...
Podcast #58: IHT planning, PETs and the importance of gift cover – with financial adviser, Jonathan Morris
On this latest IFA Talk Podcast, we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and we’re using...
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.