LIBF Financial Adviser Podcast

By LIBF

All LIBF podcasts are now on our main channel https://podcasters.spotify.com/pod/show/libf. For future programmes please subscribe to The LIBF Podcast.

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· Business

FAQs about LIBF Financial Adviser Podcast:

How many episodes does LIBF Financial Adviser Podcast have?

The podcast currently has 47 episodes available.

LIBF Financial Adviser Podcast episodes:

August 01, 2023 Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows.
In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts).
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
⁠⁠⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠⁠⁠.
Follow us on ⁠⁠⁠Twitter⁠⁠⁠ and ⁠⁠⁠LinkedIn⁠⁠⁠.

...more
41min
June 26, 2023 Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury, Reece Edwards, Sian Davies Cole, Lee Coates and Alex Burrows.
In this episode our guest speakers discuss all things ESG in the paraplanning world.
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
⁠⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠⁠.
Follow us on ⁠⁠Twitter⁠⁠ and ⁠⁠LinkedIn⁠⁠.
...more
48min
May 23, 2023 Episode 44: The countdown to the consumer duty (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards.
In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July.
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠.
Follow us on ⁠Twitter⁠ and ⁠LinkedIn⁠.
...more
48min
March 28, 2023 Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards.
In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning.
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠.
Follow us on ⁠Twitter⁠ and ⁠LinkedIn⁠.
...more
46min
March 08, 2023 Episode 42: The FCA's consultation paper and inheritance tax
The podfolk are back with a new financial adviser podcast.
John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership.
Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!)
For more information on our professional qualifications and to find out how you can advance your career go to our website.
Book your ticket to The Mortgage Conference today!
Follow us on Twitter and LinkedIn.
...more
57min
February 28, 2023 Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards.

In this episode our guests share some tips on how to make the life of a paraplanner easier.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website.
Follow us on Twitter and LinkedIn.
...more
40min
January 16, 2023 Episode 40: The end of tax year planning podcast (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury.

In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid the last-minute planning and the stress it can cause.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website.
Follow us on Twitter and LinkedIn.
...more
45min
December 09, 2022 Episode 39: How to develop and retain paraplanners (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford.

This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website.
Follow us on Twitter and LinkedIn.
...more
51min
December 01, 2022 Episode 38: What's all this fuss about the Autumn Statement?
The podfolk are back with a new financial adviser podcast.
John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA.

Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022.
For more information on our professional qualifications and to find out how you can advance your career go to our website.
Follow us on Twitter and LinkedIn.
...more
43min
October 17, 2022 Episode 37: The changing face of paraplanning (The paraplanner series)
We are pleased to bring you the eleventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and special guest Lewis Bryford.

This episode looks at the changing face of paraplanning, and what employers are currently looking for when recruiting paraplanners.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website.
Follow us on Twitter and LinkedIn.
...more
42min

FAQs about LIBF Financial Adviser Podcast:

How many episodes does LIBF Financial Adviser Podcast have?

The podcast currently has 47 episodes available.

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LIBF Financial Adviser Podcast

FAQs about LIBF Financial Adviser Podcast:

How many episodes does LIBF Financial Adviser Podcast have?

LIBF Financial Adviser Podcast episodes:

FAQs about LIBF Financial Adviser Podcast:

How many episodes does LIBF Financial Adviser Podcast have?

More shows like LIBF Financial Adviser Podcast

Money Box