Join George as he sits down with Andrew Cain of GSI for a deep dive into factor investing and its role in global investment strategies. This episode unpacks key investment concepts, including:

✅ How factor investing works and its potential benefits for portfolio diversification and risk management
✅ The differences between index investing and active strategies—and whether our approach to them should evolve
✅ The FCA’s sustainable investment labels and their impact on fund selection
✅ The intersection of factor investing and ESG, exploring engagement strategies and what sustainability means for investors

With global markets shifting, understanding how to optimize investment strategies using factors like value, momentum, and quality is more important than ever. Whether you’re interested in factor investing, sustainable finance, or new approaches to asset allocation, this is a must-listen episode.

🎧 Listen now and stay ahead in investments, financial markets, and sustainable investing.

📌 Visit my website money-wise.uk for more insights, and don’t forget to follow, rate, and share to help spread the message!

Please note: This podcast does not provide financial advice. We recommend speaking to a financial adviser if you have any questions. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation. For more details on GSI, visit gsillp.com.

In this episode, George sits down with Mikhail Zverev and Graeme Bencke of Amati Global Investors for an in-depth discussion on global investing and the role of active management in today’s markets.

We explore key themes, including:

✅ The complexities of modern financial markets and what they mean for investors
✅ The ongoing debate between active vs. passive investing—does active management add value?
✅ The risks of avoiding the "Magnificent Seven" and the challenges of holding large, index-heavy stocks
✅ The differences between working at a major investment house vs. a specialist fund manager

For investors looking at opportunities beyond the index, this episode provides valuable insights into how active management can work as a standalone strategy or complement passive investing.

🎧 Listen now to stay ahead in global markets, investment trends, and portfolio management strategies.

📌 Visit my website money-wise.uk for more insights, and don’t forget to follow, rate, and share to help spread the message!

Please note: This podcast does not provide financial advice. We recommend speaking to a financial adviser if you have any questions. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation. For more details on Amati, visit amatiglobal.com.

Join George in this special two-part series, where the focus shifts from investments to real-life businesses. In this episode, George sits down with Brad Askew, founder of Bristol Spring (formerly Spring Incubator), to explore his entrepreneurial journey—from launching an online legal services company to successfully selling it to a multinational legal insurance firm.

Key topics include:

✅ What happens after selling a business? The transition, challenges, and opportunities in the next chapter
✅ The mindset of successful entrepreneurs—key qualities that define business leadership
✅ Lessons from building, scaling, and exiting a company
✅ The more profound question: What does success truly mean?

This engaging discussion is packed with insights for entrepreneurs, business leaders, and anyone navigating the world of startups, acquisitions, and business growth.

🔗 Check out the new website for Bristol Spring: bristolspring.co.uk

🎧 Listen now to gain valuable business insights, and don’t forget to follow, rate, and share!

📌 Visit my website money-wise.uk for more details.

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.

Join George in this special two-part series, where the focus shifts from investments to real-life businesses. In this episode, George sits down with Sam Gee of Manning Gee Investments to explore the challenges and opportunities of launching and scaling a financial planning firm.

Key topics include:

✅ Starting a financial planning business – Overcoming early hurdles and finding the right strategy for growth
✅ Navigating regulatory challenges – Understanding compliance, industry regulations, and the impact on financial advice firms
✅ Industry consolidation and competition – How to stand out and build a sustainable business in a rapidly changing landscape
✅ Lessons in business ownership – The realities of running a firm, from client relationships to operational efficiency

For financial advisers, entrepreneurs, and anyone interested in financial planning, this episode provides valuable insights into building a successful practice.

🎧 Listen now for expert perspectives on entrepreneurship in financial services!

📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share!

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.

Join George as he sits down with Premier Miton's Emma Mogford for an insightful and thought-provoking conversation on key investment themes. In this episode, they explore:

✅ How confirmation bias shapes investment decisions – Are we making objective choices or just reinforcing existing beliefs?
✅ Income vs. growth investing – The pros, cons, and which strategy suits different market conditions.
✅ Active vs. passive management – When does each approach work best, and what are the key considerations for investors?

Packed with expert insights and actionable takeaways, this episode is a must-listen for investors, financial planners, and anyone navigating today’s evolving markets.

🎧 Listen now to sharpen your investment thinking!

📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share to help spread the message!

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.

In this episode, George is joined by Joe Bunting and Christoph Weidebach of Tellsons Investors for an in-depth discussion on the evolving landscape of fund management. As industry consolidation reshapes the investment world, specialist fund managers must find ways to deliver value and stay competitive.

Key topics include:

✅ Active vs. passive investing – Which approach is best in today’s market?
✅ Value vs. cost – The trade-offs investors need to consider.
✅ The future of independent fund management – How smaller firms can compete in a world of increasing scale and regulation.
✅ Long-term thinking in investment management – Why a disciplined approach still matters.

With expert insights and practical takeaways, this episode is a must-listen for investors, financial advisers, and anyone interested in the shifting dynamics of the fund management industry.

🎧 Tune in to gain valuable perspectives on the future of investing!

📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share to help spread the message!

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.

In this episode, George sits down with David Jane, a leading income manager at Premier Miton, to explore how natural income strategies can support a more sustainable retirement.

As retirees seek stable cash flow without depleting their capital, income-generating assets offer an alternative to traditional drawdown approaches. David shares his insights on:

✅ How natural income works – The key assets that generate steady income.
✅ The risks and rewards – What investors need to consider.
✅ Building a resilient retirement plan – Strategies for long-term financial security.

This episode is a must-listen for anyone interested in enhancing financial stability in retirement.

🎧 Tune in now for expert insights on creating a sustainable income strategy!

📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share to help spread the message!

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.

In this episode, George sits down with Richard Parkin, Head of Retirement at BNY Mellon, to unpack the FCA’s latest thematic review and its implications for retirement planning.

As regulatory scrutiny intensifies, financial planners must evolve their centralised retirement strategies to meet changing expectations. Richard shares expert insights on:

✅ Key takeaways from the FCA review – What advisers need to know.
✅ The impact on retirement income planning – Ensuring sustainability and client security.
✅ Adapting to regulatory change – Strategies for firms to stay ahead.

This episode provides practical guidance and forward-thinking insights for financial planners navigating today’s complex retirement landscape.

🎧 Tune in now to stay informed on the future of retirement planning!

📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share to help spread the message!

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.