In this extra special and exciting episode of IFA Magazine’s weekly podcast, IFA Talk – the show where we talk to people who matter about subjects that matter in the world of financial services and financial advice – Sue and Bex are joined by their very first guest!
IFA Talk’s Sue Whitbread and Rebecca Tomes had the absolute pleasure of talking with John Porteous, Managing Director of the Central Financial Services division at the wealth management firm, Charles Stanley.
John has extensive first-hand experience in the world of financial advice and financial planning, and will probably we well known to many of our IFA Magazine readers and listeners. In this episode of the podcast, he shares his valuable insight on the advice gap – and why it’s so important that we, as a profession, urgently address the gap.
John also tells our listeners all about the important work Charles Stanley are currently doing – and the innovative initiatives that he is leading – to try and close the advice gap.
Finally, John provides useful tips for what advisers can do within their own businesses to extend the availability of advice to a greater range of people.
So it’s not an episode to be missed! We very much hope that you enjoy the discussion as much as we did!