IFA Talk

Podcast #3: The popularity of self-build and custom-build housing and its influence on the property market – with Saffron for Intermediaries’ Tony Hall

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. 

Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat. 

The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns about insufficient savings among current and soon-to-be retirees and the tightening grip of consumer duty, the timing of this research and the findings could not be better. 

Podcast #65: Working well with a wealth management partner - with Charles Stanley’s Tom Hawkins

On today’s IFA Talk podcast, Sue and Brandon are discussing this brave new world of wealth management and some of the challenges and opportunities created by working well with a wealth management partner.   

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 brands. 

Mortgage and Property Monthly Podcast #2: Supporting First Time buyers in the mortgage market with Coventry Building Society’s Jonathan Stinton

With affordability as well as the supply of suitable properties posing particular challenges for first time buyers, Brandon and Sue speak to Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society. 

Podcast #63: Avoiding costly mistakes when choosing a wealth management partner - with Third Financial’s Ian Partington

In this week’s IFA Talk podcast, Sue and Brandon are talking to Ian Partington, CEO at investment platform and investment software business, Third Financial. 

Podcast #62: The future of advice and the use of technology - with Chris Kenning, Stubben Edge

Chris Kenning, CEO at fintech, Stubben Edge, is our Podcast guest this week. 

In this conversation with Sue Whitbread, Chris explains why he believes that there’s still further to go in our use of tech and how it can already provide more solutions to the many business challenges which IFAs are facing today. 

Podcast #61: Is 2023 the year of the bond? Talking Fixed Income with Robert Alster, CIO, Close Bros AM.

In this week’s IFA Talk Podcast, Sue and Brandon are talking Fixed Income with this week’s guest, Robert Alster, CIO of Close Brothers Asset Management. 

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 they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals? 

No, Sue Barker hasn’t made a comeback via IFA Talk,  but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is ideally placed to answer that question. She is Macey Greenall DipPFS, a financial adviser at Key Financial Wealth Management Ltd.   

Podcast #59: Why do clients choose to HIRE a professional adviser? With Morningstar’s Samantha Lamas and Danielle Labotka

Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist at Morningstar, have returned to discuss yet another element of their research with Sue and Brandon. 

This time, Samantha and Danielle have been delving into the reasons why clients might decide to HIRE a professional financial adviser in the first place.