Podcast
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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front…
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Podcast #144: Emotional intelligence and adviser success: practical tips from a former adviser, with James Woodfall
In this week’s episode of IFA Talk, Matt and Sue are exploring a skill that every great financial adviser needs, but that…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to…
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New Insurance & Protection Podcast #17: Are advisers missing the trick when it comes to insurance & protection? With The Exeter’s Jamie Page
The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across…
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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving…
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Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems’ Nicholas Ryan and David Mills
If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone.…
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Wealth DFM Talk Podcast #3 – Rethinking UK Equities and the benefits of yield with Franklin Templeton’s Jo Rands
In this month’s episode of Wealth DFM Talk, Sue and Matt are joined by Jo Rands, Portfolio Manager with the Franklin Templeton UK Equity team,…
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an…
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IFA Talk Podcast – listen to the latest episode
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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning…
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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm.…
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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns…
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Podcast #137: The real AI opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard
This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather…
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better…
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NI&P Podcast #15: Heroes in the middle – How advisers are powering better protection advice, with L&G’s Mike Pritchard
In this week’s special New Insurance and Protection edition of the IFA Talk podcast,we’re shining a spotlight on the vital role financial…
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Podcast #133: Tariffs, interest rates and gold – what’s next for markets? With Capital.com’s Daniela Sabin Hathorn
In this week’s episode of IFA Talk, we’re tackling some of the big themes dominating market conversations in 2025, notably tariffs, interest rates,…