IFA Talk

A change of host on this week's IFA Talk episode saw IFA Magazine's Jacqueline Wilson and Brandon Russell talk to Green Angel Syndicate's, Nick Lyth.

Green Angel Syndicate is the UK's largest network of specialist investors fighting climate change and Nick Lyth, President of the firm, discusses the company's origins, why it was founded, and its objectives.

On this week’s IFA Talk podcast, we were delighted to welcome the new PFS President, Caroline Stuart, as our guest.

 

Caroline has become the first paraplanner to be elected as President of the Personal Finance Society, back at their AGM in September.

In this week's episode of IFA Talk - the show where we talk to people who matter about things that matter in the world of financial services - Sue and Bex chat with Lawrence Bearman of Ablestoke Wealth Management.

In this interesting and engaging episode, Lawrence tells Sue and Bex all about his career in the financial planning profession so far, and how he came Chartered by the age of just 24!

On this week’s IFA Talk podcast, we’re talking investment – but specifically looking at ‘quality’ investing. What actually is it? How is it different to growth? What makes a quality company?  How do they perform in different market environments?  Why does quality investment make sense in today’s volatile markets?

This week’s podcast guest who is talking to Sue and Bex is Abrie Pretorius, portfolio manager of Ninety One’s global quality equity income fund, who is particularly well placed to talk on the subject of quality investing.  

In this week’s edition of IFA Talk, Sue and Bex have been talking to Shannon, Phil and David to find out exactly what they’ve been doing – and why. It’s a very emotional and powerful conversation which we’re sure you’ll want to hear.

In it, the three planners talk not only about the trips they have made personally out to Poland and Moldova in support of refugees but about what really is happening on the ground over there. This is such a powerful story and one which we feel extremely privileged to be able to share with IFA Talk listeners.

The details of the new economic Growth Plan revealed by Chancellor Kwarteng last week have been dominating the national news headlines - as well as spooking the markets – ever since.

But what do changes announced in the ‘mini-budget’/ ‘fiscal event’ - or whatever you wish to call it - actually mean for advisers and their clients?

This week’s podcast guest is Tom Selby, Head of Retirement at AJ Bell. Sue and Bex’ conversation with Tom is crammed full of detail and yet with real clarity.

Over the next five years M&G aims to invest up to £5 billion in privately-owned enterprises that are tackling environmental and social challenges across the globe.

The initiative is called Catalyst and in this episode of IFA Talk, Adrian Gaspar, Investment Director at M&G’s Treasury and Investment office, and Alex Seddon, Head of Catalyst at M&G Investments, highlight how M&G is galvanising the growth of innovative companies working to create a more sustainable world. 

In the latest episode of IFA Talk, Sue and Bex had the pleasure of speaking with Nicola Crosbie, Principal at Moran Wealth Management, about a subject that is very close to their hearts — women in finance.

Nicola is a powerful female voice in the industry and was even awarded the prestigious title of SJP’s Chartered Financial Planner of the year for 2021.

In this week's episode of IFA Talk, Sue Whitebread and Brandon Russell look at a way to make the complex world of banking, finance, and data both simple and accessible. 

Discussing the issue of open data, our guest this week Samantha Seaton, CEO of Moneyhub, tells IFA Talk how her company are building technology that will allow businesses to be closer to their customers through the use of data. 

 

This week, IFA Talk is looking at the murky world of cyber security as we welcome a cyber security specialist to the podcast.

Talking to Editor Sue Whitbread, is Nicola Hartland, Senior Vice President at Falanx Cyber, about why she believes that it’s so important for financial companies to put cyber threats higher up the list of priorities when conducting due diligence.