The Advice Show
Business & Finance
About
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Episodes
- The Advice Show: PWM’s Fiona Oliver
The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.
- The Advice Show: Chris Jones
Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advi…
- Platform One: We get excited about AI, implementation is a different story
Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.
- Hayley Rabbets: There's nowhere to put new advisers
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
- The risers and fallers in Citywire’s PE Leaderboard
Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
- FCA director: We want consolidators to think about incentives
Laura Dawes, the FCA’s director of authorisations, joins the Advice Show to discuss how the regulator is handling authorisations, what advice firms can do to make applications smooth and how the regulator still thinks about advice firm pho…
- Connor Broadley’s MD on picking the right tech for the £750m firm
Alex Twiss, the managing director of London advice firm Connor Broadley, joins the Advice Show to discuss the firm’s AI provider Saturn and how he thinks the technology could soon be writing advisers’ suitability reports. In the podcast Tw…
- The Advice Show: Ben Hampton
Ben Hampton joins The Advice Show this week to discuss Wealth Wizards, the business he heads, as well as targeted support, value for money and Royal London.
- The Advice Show: Matthew Sinclair
Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.
- The Advice Show: Schroders
Rich Fox, head of public policy, and Ronan O'Riordan, head of UK institutional business development, joined the podcast to discuss pensions policy, the Budget and forthcoming policy initiatives from Schroders.
- The Advice Show: Sean Standerwick
Sean Standerwick, director of MLP Wealth in Surrey, joins The Advice Show this week to discuss his journey into financial advice, buying the firm off his dad with his brother and what clients are saying to him ahead of the Budget.
- The Advice Show: Mike Ambery joins to discuss the Budget
Standard Life's Mike Ambery joins the Show this week two weeks out from the most hotly anticipated and discussed Budget in living memory. What might Rachel Reeves do, and what measures can the country expect as she looks to write off some…
- The Advice Show: Royal London's Jamie Jenkins
Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme B…
- Meet the CIO: Kevin Kidney, True Potential
Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘nor…
- The Advice Show - Matthew Sinclair
Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took…
- Meet the Advice CIO: Charlotte Watson, Attivo Investments
In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.
- Meet the CIO: Will Geffen, Wise Investments
Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best i…
- Catherine Foot from Standard Life
Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other th…
- 'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles
The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landsca…
- The Advice Show: Dominic Rose of MKC Wealth
On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
- Scott Gallacher - NMA top 100
Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a…
- SJP CEO Mark FitzPatrick interview in full
Citywire's exclusive chat with the new chief executive of St James's Place on everything from fees to culture.
- Top 100 NMA: Kevin Wood of Watson Wood and Sillars
Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
- Cash ISAs, private market pensions and PE Leaderboard
The NMA team on the week's big stories, including a scoop on cash ISA reforms and the PE Leaderboard.
- Top 100 interviews: Gavid Wood of Beckett Investment Management
Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.
- SJP’s new charges and changing funds lineup under the microscope
Citywire’s Lawrence Lever and Daniel Grote discuss major changes at St James's Place.
- Top 100 interviews: Simon Glazier of Stewardship Wealth
Our Top 100 podcast series speaks to Scottish adviser Glazier about why he is giving clients a say in the future ownership of his firm.
- Petronella West, CEO of Investment Quorum: Building a resilient business has been key to success
Petronella West, founder and CEO of Investment Quorum, joined the Advice Show to discuss the history of the firm, its future and the state of UK financial services more generally.
- Panel: Growing your business in the digital age
Adviser panellists discuss finding your niche, AI and how to compete with bigger firms.
- What advice consolidators’ £3.4bn of debt is paying for
Citywire’s Lawrence Lever and Daniel Grote discuss levels of debt in the UK financial advice sector and the deals it is funding.
- How Columbia Threadneedle Investments delivers active investing at low cost
How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds. Richard Lander of Cityw…
- Platforms need to work with advisers
In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
- Advisers just want platforms to work
Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.
- Inside the performance of the 10 largest MPS providers
Citywire's Dan Grote and Jeremy Gordon discuss their exclusive research into the winners and losers of MPS performance.
- The Advice Show, with Mike Ambery
Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investme…
- How DAFs can offer value add for advisers
We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.
- The government has staked its reputation on this Budget, the country needs it to work
Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor…
- 'Eight times the energy of a Google search': How one manager backs ChatGPT
In this episode of The Advice Show, Gravis CEO Phil Kent discusses the energy investment needed to meet AI demand, and what more this month's Budget could reveal about Labour's growth agenda.
- Tom Selby: Industry needs speculation and uncertainty to end at the Budget
Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps t…
- How platforms can up their game on transfers
Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.
- Barry Horner: The advice profession is not a profession
The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.
- IFA consolidation has slowed white-labelling trend
In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’ their platforms. Ravi-Burslem ponders why the trend has slowed in the a…
- Waspi compensation and the gender pension gap
Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differe…
- SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in…
- Everything IFAs need to know about the LTA abolition
Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, a…
- Spring Budget recap with Matthew Pescott Frost
In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.
- 'Huge flaw’ in FCA simplified advice
Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dipping
- Lamb and the missing monkey
How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.
- Transformation in platforms and Nucleus’ replatforming challenge
In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the sector’s recovery after a difficult 2023 – and why she thinks Nucleus’ replat…
- The 'jaw-dropping' errors that put IFA client data at risk
Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm. This incident was not an isolated one. In this episode of The…