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The Advice Show
Citywire
150 episodes
1 month ago
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Investing
Business
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All content for The Advice Show is the property of Citywire and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Show more...
Investing
Business
Episodes (20/150)
The Advice Show
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 Bill, Value for Money framework and the government's desire for more private markets allocation. Targeted support, pencilled in for rollout from next April, is also discussed amid industry discussion over how it might shake up the landscape.
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1 month ago
31 minutes 27 seconds

The Advice Show
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 ‘north star’, what happens when managers underperform, and his best (and worst) investment calls.
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1 month ago
33 minutes 58 seconds

The Advice Show
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 a different career path after a coding masters.
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2 months ago
29 minutes 30 seconds

The Advice Show
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.
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3 months ago
34 minutes 18 seconds

The Advice Show
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 investment decision of his life.
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3 months ago
31 minutes 44 seconds

The Advice Show
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 things. Foot discusses a number of potential solutions, including where targeted support fits. 
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3 months ago
25 minutes 16 seconds

The Advice Show
'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 landscape in general.
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4 months ago
31 minutes 18 seconds

The Advice Show
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.
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5 months ago
31 minutes 57 seconds

The Advice Show
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 consolidator. 
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5 months ago
28 minutes 51 seconds

The Advice Show
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.
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5 months ago
46 minutes 1 second

The Advice Show
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.
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5 months ago
32 minutes 23 seconds

The Advice Show
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.
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6 months ago
30 minutes 11 seconds

The Advice Show
Top 100 interviews: Gavid Wood of Beckett Investment Management
Our Top 100 podcast series speaks to newly-appointing managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.
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6 months ago
27 minutes 49 seconds

The Advice Show
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.
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6 months ago
25 minutes 41 seconds

The Advice Show
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.
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7 months ago
25 minutes 48 seconds

The Advice Show
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.
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7 months ago
25 minutes 11 seconds

The Advice Show
Panel: Growing your business in the digital age
Adviser panellists discuss finding your niche, AI and how to compete with bigger firms.
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8 months ago
48 minutes 17 seconds

The Advice Show
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.
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9 months ago
29 minutes 5 seconds

The Advice Show
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 Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot. The value of investments and income from them can go down as well as up and investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.
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9 months ago
27 minutes 54 seconds

The Advice Show
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.
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10 months ago
23 minutes

The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.