Conveyancing is a complex process that clients are often confused and overwhelmed by and one in which financial advisers would not often consider themselves as experts. This engaging and enlightening conversation highlighted the importance of supporting and...
Podcasts
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 of Business Development at the building society, Saffron for Intermediaries. Saffron offers a wide range of mortgages including...
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...
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.  One key area which advice firms have been working on in recent years is the outsourcing of the investment/wealth management function– and carrying out due...
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Podcast #54: Theory Vs Reality – why markets don’t follow the textbooks with Jordan Sriharan
In the investment world we love to talk about economic theory – but often we treat it as fact rather than theory. But when it comes to...
Podcast #53: How and why modern Equity Release plans deserve to be taken seriously – with Key’s Will Hale
Advisers will be all too aware of the historically well-publicised problems in Equity Release products in the past. However, things have...
Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
In our latest IFA Talk podcast, we are delving into the world of behavioural finance – to explore some of the reasons which lie behind...
Podcast #51: Powering your advice business through using the latest technology – With Fintel’s Co-CEO, Matt Timmins
The use of technology in a successful financial planning or advice business is crucial. And it’s getting more important by the day. But it...
Podcast #50 – Getting under the bonnet with added value benefits of protection policies and why they’re too important to ignore: with HSBC Life’s Mike Furniss
On this episode of IFA Talk, Sue and Brandon welcome HSBC Life’s Mike Furniss as they explore the valuable extra benefits of modern...
Episode #49 – Foresight VCT’s Hugi Clarke discusses benefit VCT investment can have on a client’s retirement
On this week's episode of IFA Talk, Brandon and Jac talk to Hugi Clarke, partner at Foresight VCT about the growth of VCT investment and...
Podcast #48: An alternative to consolidators – Angus MacNee highlights the impact Validpath is having on the advice sector
On this week’s IFA Talk, Brandon and Jac talk to Angus MacNee, CEO of Validpath, whose network over the past 20 years has helped 100s of...
Podcast #47: Delivering smarter professional financial advice: with Defaqto’s CEO, John Milliken
Working smarter and not just harder is increasingly important for advisers. Defaqto is an organisation with which advisers will be...
Podcast #46: Is technology leaving your advice business too exposed to risk? With ITRS CEO, Guy Warren
Technology has transformed not just what adviser businesses can do but also how they do it. But, and it’s a big ‘but’, this digital age...
Podcast #45: Consumer Duty and Vulnerable Clients – Are you ready? With Comentis’ Jonathan Barrett
Consumer Duty is coming at us fast, and along with it, new rules on vulnerable clients for advisers to contend with. It’s a hot topic and...
Podcast #44: ‘Is increasing M&A in wealth management driven by shareholders’ or can it deliver for clients?’ With Shard Capital’s Richard Bacon
There’s been a lot happening in the wealth management space over the past couple of years. We’ve seen a relentless wave of M&A...
Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert
There’s been some interesting new adviser research out today from HSBC Life (UK) Limited, carried out in association with...
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.