Episoder
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In this week’s show, Sue and Brandon talk to Shanti Kelleman firstly to reflect on some of the ideas her and her team got right in 2024. They progress to talk about her thoughts on some of the possible positive events she’s seeing ( spoiler alert – look out for some surprises here!), then it rolls into where some of the key risks might lie and how she and her team use these ideas to create diversification within portfolios.
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In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that are of most relevance to advisers and their clients.
Chancellor Rachel Reeves’ first budget was always going to involve some big decisions. And big was what she delivered - announcing the biggest budget tax rises we’ve seen in the modern era - at a whopping £40bn. Whether it’s employer NICs, IHT, CGT, pensions, the property market, gilts etc. the chancellor has given advisers plenty to think about.
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We’re used to seeing fixed rate mortgages being offered for a 2 year term or even up to 5 years but recently the market has been moving to offer even longer fixed rate products.
Sue and Brandon’s guest on today’s Mortgage & Property special edition of the IFA Talk podcast is really on top of all this and she is Rachael Hunnisett, Director Of Mortgage Distribution at April Mortgages. April is a lender which specialises in longer term fixes – and in her role there, Rachael is very much involved in driving their intermediary business.
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In this episode of IFA Talk, Jenny and Brandon dig into the topic of Business Protection and why it’s something advisers shouldn’t overlook. In fact, it’s something that should be at the forefront of planning for businesses to have the right cover in place to protect both the company and its clients when the unexpected happens.
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Welcome to our latest IFA Talk podcast! In this episode, we dive into the evolving landscape of UK Real Estate Investment Trusts (REITs), which have faced recent challenges but currently show signs of revitalisation.
Joining us is Matt Norris, Head of Real Estate Securities at Gravis, who will walk us through seven key factors that could spark a positive shift in the sector, beginning with the impact of declining interest rates.
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Getting to grips with marketing is the subject for this week’s IFA Talk. Sue and Brandon’s guest is Nicola McCoosh. Nicola is founder of Yada Yada Finance, a financial marketing business based in Northern Ireland.
It was set up by Nicola – a seasoned marketing professional herself- to help financial services firms to bridge the gap between the needs of the business and needs of the clients which that business serves.
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In this episode of IFA Talk, we are joined by TPT's Philip Smith to discuss the main reasons why so few people approaching retirement will use an adviser, how advisers can boost the uptake of professional advice at this key point and also set out a wish list for what some the biggest priorities might be for the new Labour government when it comes to DC schemes.
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In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe with opportunities for innovation. Despite the buzz around AI, many advice firms are still navigating how to translate talk into tangible, practical solutions. Thankfully, we had Arran Kingston, Founder and CEO of 4admin, join us to share how his company is doing just that. P
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Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning.
In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the Labour government may say about AIM in the Autumn Budget 2024!
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In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need. Brandon and Jenny sit down with Karen Barret, CEO and Founder of Unbiased, to explore what’s preventing financial advisers from reaching more people and the barriers standing in their way.
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In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s ahead for the rest of 2024.
Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming U.S. election could mean for global markets. These are shaping how people are thinking about strategy, risk management, and asset allocation during these unpredictable times.
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Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management.
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As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice.
Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as was often suggested? What about technology? How has that adapted? These were all on our mind.
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On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general.
To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.
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This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A).
More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their client’s legacies can continue.
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This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.
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Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients.
So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, Senior Protection Technical Manager at Royal London.
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