Great to host Anthony Carty Group Financial Planning & Business Development Director of Clifton Asset Management to discuss what has shaped his career journey, his views on business building, tech and of course regulations.

We were delighted to host Adam and gain insight into his journey within the financial planning profession and learn about the great work NextGen planners are up to in supporting professional growth and development for planner firms. Plus we get to learn Adam's entrepreneurial passion for vegan sweets 🍬 🍭 😃

We were delighted to host Adam and gain insight into his journey within the financial planning profession and learn about the great work NextGen planners are up to in supporting professional growth and development for planner firms. Plus we get to learn Adam's entrepreneurial passion for vegan sweets 🍬 🍭 😃

Fantastic to host Tess, who provides an episode packed full of Fintech strategy for any financial service firm looking to employ high quality client portal within their tech stack to empower client engagement business growth and compliance. Plus a mystery guest and saving Tele-Tubbies, what more could you want!

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In this episode we welcome Professor Andy Pardoe CEO of AI software development business Wisdom Works. We discuss all things AI and the effect this fourth Industrial Revolution will have across industry and financial services in particular

Listen into Neil's amazing career journey, from PE teacher to the world of finances Chief Behavioural Officer and all the great work Shaping Wealth do for its profession.

Listen into to Helen's amazing career in retail financial services and the challenges, resilience and creativity she brings and the innovative work Mint Blue Consultancy offers

Listen into to Phil's amazing career hourly in retail financial services and the challenges, resilience and creativity he brings and the innovative work The Yardstick Agency offer

We welcome Financial Adviser firm review platform Managing Director Alex Whitson to discuss his career journey and Vouched for's services and technology in supporting adviser firms and their clients on the current regulation challenges and opportunities they face 

Mike brings his intelligence and wit to all key issues surrounding the FCA's Consumer Duty plus other key issues and talks us through his career journey and where he sees the industry direction of travel.