Jon Macintosh, Saltus Founder, discusses with Holly Mead being voted "Best Wealth Manager" in the Good Money Guide Awards.

He reflects on their 20 years in the financial services industry, emphasising the shift from investment management to financial planning. They discuss the impact of AI, the importance of client relationships, and the challenges of market volatility.

Jon also highlights the significance of early financial planning, the risks associated with private assets, and the evolving regulatory landscape. Plus highlights the value of financial advice and the need for a proactive approach to managing finances.

Chapters

00:00 Celebrating 20 Years in Business

01:21 The Shift to Financial Planning

02:26 AI's Role in Financial Services

04:41 Navigating Market Volatility

05:54 Understanding Fees and Value

07:51 The Importance of Early Financial Planning

09:50 Selling Peace of Mind

10:59 Learning from Investment Mistakes

12:45 The Risks of Private Assets

14:46 Money as a Means to an End

16:55 The Impact of Changing Regulations

19:15 The Future of Financial Planning