IFA Talk

Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of. 

Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the Budget announcements will have on adviser and client conversations. 

Mortgage and Property Podcast #5: The core aims of National Conveyancing Week and why it should be on an adviser’s radar

National Conveyancing Week (NCW) will take place between the 11th and 15th of March this year and the organisers David Opie, Managing Director of Today’s Media and Rob Hailstone, CEO and Founder of Bold Legal Group, spend some time with Jenny and Brandon on this week’s IFA Talk, to help shine a light on the conveyancing profession. 

Podcast #74: What advisers need to know about gifts when IHT planning - With M&G Wealth’s Cat McInally

With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth.

Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barriers that exist to clients being prepared to make gifts.  

Insurance & Protection Podcast special #1 Delivering a great tech experience – with Magiclick’s Mark Lusted

In this week’s IFA Talk podcast, Sue and Brandon are looking at the world of technology, how the use of tech has changed so dramatically in recent years within both insurance and mortgage brokerages and also about how AI is already manifesting across the lending and insurance spectrum. 

GBI Podcast #1: Advice opportunities using VCTs with MICAP’s Mark O’ Donnell

For this week’s IFA Talk GBI Special podcast, the first in our new series, our focus turns to VCTs. Joining Matt and Sue on the podcast is Mark O’Donnell, Head of Research at MICAP. 

MICAP are part of Defaqto and are the leading provider of research and reporting solutions for financial advisers recommending tax-advantaged products like VCTs.

Podcast #73: How finding your niche can help you make a difference to your clients with Chartered Financial Planners Ian MacKendrick and Stephen Farnfield

On this week's podcast, Sue and Brandon speak to Ian MacKendrick and Stephen Farnfield, both Chartered Financial Planners at Paladin Advice, an independent advice firm which is part of Rosemount IFA. 

Both Ian and Steve have worked together at previous firms and have come together to focus their energy and expertise towards clients with a range of vulnerabilities. The inspiration for finding this niche within their careers comes from Ian’s disability and Steve’s brother who became disabled through medical negligence, so they really are true experts in their field. 

Podcast #72: The ups and downs of setting up your own financial advice business. With Chartered Financial Planner, Jack Mason-Brown

For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been in for a while and putting in the huge amount of time and effort that it takes to get your own new financial advice business up and running. 

On this podcast, Sue and Brandon talk to Jack Mason Brown from Mason-Brown Financial Planning who has done just that. Jack set up his business in 2023 partnering with St James’ Place Wealth Management after starting his career at NFU Mutual. 

Podcast #71 - Applying patience and a long-term investment strategy in an uncertain world - with Canada Life’s Jordan Sriharan

On this week’s edition of IFA Talk, we invited back a guest from one of our most popular podcasts of 2023, Jordan Sriharan, fund manager at Canada Life. 

Mortgage & Property podcast #4: Managing clients’ specialist finance needs in today’s complex mortgage market – with Tuscan Capital’s Jaxon Stevens

Our podcast guest today is Jaxon Stevens, Sales Director at Tuscan Capital. Tuscan are providers of short term bridging finance and Jaxon has got plenty of experience in this specialist market, as this conversation goes to prove!

Podcast #70 Why impartial financial literacy matters – and what we can do about it. With Kristen Cunliffe DipPFS

Joining Sue and Brandon on today’s podcast episode is Kristen Cunliffe DipPFS. As an IFA herself and Managing Director at Red Star Wealth she’s clearly got all the technical know how. However, Kristen also runs Red Star Education – a company that aims to develop financial literacy skills for all.