IFA Talk

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat. 

The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns about insufficient savings among current and soon-to-be retirees and the tightening grip of consumer duty, the timing of this research and the findings could not be better. 

On today’s IFA Talk podcast, Sue and Brandon are discussing this brave new world of wealth management and some of the challenges and opportunities created by working well with a wealth management partner.   

In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer brands. 

With affordability as well as the supply of suitable properties posing particular challenges for first time buyers, Brandon and Sue speak to Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society. 

In this week’s IFA Talk podcast, Sue and Brandon are talking to Ian Partington, CEO at investment platform and investment software business, Third Financial. 

Chris Kenning, CEO at fintech, Stubben Edge, is our Podcast guest this week. 

In this conversation with Sue Whitbread, Chris explains why he believes that there’s still further to go in our use of tech and how it can already provide more solutions to the many business challenges which IFAs are facing today. 

In this week’s IFA Talk Podcast, Sue and Brandon are talking Fixed Income with this week’s guest, Robert Alster, CIO of Close Brothers Asset Management. 

While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals? 

No, Sue Barker hasn’t made a comeback via IFA Talk,  but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is ideally placed to answer that question. She is Macey Greenall DipPFS, a financial adviser at Key Financial Wealth Management Ltd.   

Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist at Morningstar, have returned to discuss yet another element of their research with Sue and Brandon. 

This time, Samantha and Danielle have been delving into the reasons why clients might decide to HIRE a professional financial adviser in the first place. 

In this, our very first Mortgage and Property special episode, we’re taking a look at the role which artificial intelligence – or AI – might play within the advice community. Brandon and Sue’s guest this week is mortgage tech guru, Thora Kehoe. 

Thora is Chief Product Officer at mortgage tech platform Smartr365 – an end-to-end mortgage and protection platform connecting advisers, estate agents and home buyers.