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Pete Matthew on Content-Led Growth in Wealth Management (S2, E12)
How do you build a trusted financial-advice brand from scratch — and turn it into a thriving business?
In this episode of Talk FS, Ryan Venner speaks with Pete Matthew, Chartered Financial Planner, CEO of Jackson’s Wealth and founder of Meaningful Money, about turning consistent content into real client growth, bridging the advice gap, and the future of financial services in the UK.
Pete shares:
🔸 Why he started Meaningful Money — to help ordinary people access clear, honest financial education when traditional advice became out of reach.
🔸 The power of showing up consistently: how 15 years of videos, articles and podcasts turned early credit-card debt stories into life-changing outcomes for thousands.
🔸 How content drives business: 85% of new enquiries for Jackson’s now come via Meaningful Money — reshaping what a modern IFA firm looks like.
🔸 Why simplicity, transparency and trust win over complexity — the importance of educating rather than selling.
🔸 How the financial-advice industry is evolving: from traditional IFA models to hybrid advice + education + coaching, and why it matters for client outcomes.
➡️ Whether you’re a financial adviser, paraplanner, content creator — or someone curious about money — this episode gives a rare behind-the-scenes look at building a values-driven finance brand that scales without compromising ethics.
⏱️ Chapters
00:44 — Introduction & Pete’s back-story
02:16 — Building a Legacy
05:04 — Who the Content is For
07:52 — Trends in Audience Questions
10:36 — Are People Overpaying Advisers?
13:15 — Choosing Advice vs DIY
14:25 — The Rise of Financial Coaching
17:29 — Showing Up Online
22:44 — Repeating Topics in Content
25:15 — Repetition Builds Credibility
28:52 — Impact of Content on Growth
36:40 — Turning Away Smaller Clients
39:47 — Meaningful Academy as a Solution
43:06 — Outro
🔗 Useful links
👉 Meaningful Money — https://meaningfulmoney.tv/
👉 Jackson’s Wealth Management — https://jacksons.life/
👉 Meaningful Academy — https://meaningfulacademy.com/
If you enjoy this episode — please **Like**, **Subscribe**, and **Turn On Notifications** to stay up to date with more industry insights from Talk FS.
#TalkFS #MeaningfulMoney #PeteMatthew #FinancialAdviceUK #IFA #PersonalFinance #ContentMarketing #WealthManagement #FinancialWellbeing
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By Talk FSHow do you build a trusted financial-advice brand from scratch — and turn it into a thriving business?
In this episode of Talk FS, Ryan Venner speaks with Pete Matthew, Chartered Financial Planner, CEO of Jackson’s Wealth and founder of Meaningful Money, about turning consistent content into real client growth, bridging the advice gap, and the future of financial services in the UK.
Pete shares:
🔸 Why he started Meaningful Money — to help ordinary people access clear, honest financial education when traditional advice became out of reach.
🔸 The power of showing up consistently: how 15 years of videos, articles and podcasts turned early credit-card debt stories into life-changing outcomes for thousands.
🔸 How content drives business: 85% of new enquiries for Jackson’s now come via Meaningful Money — reshaping what a modern IFA firm looks like.
🔸 Why simplicity, transparency and trust win over complexity — the importance of educating rather than selling.
🔸 How the financial-advice industry is evolving: from traditional IFA models to hybrid advice + education + coaching, and why it matters for client outcomes.
➡️ Whether you’re a financial adviser, paraplanner, content creator — or someone curious about money — this episode gives a rare behind-the-scenes look at building a values-driven finance brand that scales without compromising ethics.
⏱️ Chapters
00:44 — Introduction & Pete’s back-story
02:16 — Building a Legacy
05:04 — Who the Content is For
07:52 — Trends in Audience Questions
10:36 — Are People Overpaying Advisers?
13:15 — Choosing Advice vs DIY
14:25 — The Rise of Financial Coaching
17:29 — Showing Up Online
22:44 — Repeating Topics in Content
25:15 — Repetition Builds Credibility
28:52 — Impact of Content on Growth
36:40 — Turning Away Smaller Clients
39:47 — Meaningful Academy as a Solution
43:06 — Outro
🔗 Useful links
👉 Meaningful Money — https://meaningfulmoney.tv/
👉 Jackson’s Wealth Management — https://jacksons.life/
👉 Meaningful Academy — https://meaningfulacademy.com/
If you enjoy this episode — please **Like**, **Subscribe**, and **Turn On Notifications** to stay up to date with more industry insights from Talk FS.
#TalkFS #MeaningfulMoney #PeteMatthew #FinancialAdviceUK #IFA #PersonalFinance #ContentMarketing #WealthManagement #FinancialWellbeing