The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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.
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…
'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.
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 consolidator.
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 Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris…
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 investment, whether the messaging has been off since they arrived in power…
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.