Former anaesthetic registrar Mark Martin shares his path into running a financial advice firm; 

Why 0% = shorting Bitcoin;  

And how he’s leveling up by running his own node and tightening CGT record-keeping to protect clients from HMRC pain; 

We also dig into the practical Bitcoin rails and UK ETN readiness for advisers.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan sits down with Ric Edelman, one of the most influential financial advisers in the U.S. and a vocal advocate for responsible Bitcoin education.

Ric is the founder of Edelman Financial Engines, a $300B advisory business, and has been ranked the #1 independent financial adviser in the country by Barron’s. He’s the author of 13 bestselling books and the founder of DACFP, the Digital Assets Council for Financial Professionals, which has trained thousands of advisers globally on Bitcoin and blockchain.

In this wide-ranging conversation, Dan and Ric cover:

Why traditional portfolio theory includes a Bitcoin allocation

The six major myths advisers still believe about Bitcoin

How rebalancing Bitcoin volatility can boost portfolio returns

Ric’s personal Bitcoin story (and why most people reject it at first)

Why waiting too long to buy Bitcoin is the speculative move

How to deal with quantum computing, client objections, and professional ego

Whether you're crypto-curious or crypto-critical, this episode gives an articulate case for including Bitcoin in modern financial planning.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan speaks with James Priday, CEO of P1 Investment Management and MD of Prydis Wealth, about the unique position he holds at the intersection of regulated advice and forward-thinking Bitcoin investing.

James is behind one of the UK’s first Bitcoin-inclusive regulated investment solutions, a rare offering in the current compliance-heavy landscape. We dive into how he balances his fiduciary responsibilities with his personal conviction in Bitcoin, the demand from clients, and how he sees the future of regulated crypto access evolving in the UK.

Whether you're a sceptical adviser, curious investor, or compliance-conscious wealth manager, this conversation is packed with insights you won’t want to miss.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan speaks with Victoria Hicks, CEO of MELO, the UK’s leading growth and exit partner for financial advice firms.

They dive into how advisers can grow, scale, or exit their businesses more effectively, and why Bitcoin is a topic no forward-thinking firm can afford to ignore.

From adviser consolidation trends to the mindset shift needed for digital assets, this episode is essential listening for any IFA thinking about their firm’s future in a changing world.

Whether you're planning to scale, sell, or simply adapt to what’s next, Victoria shares hard-earned wisdom on building sustainable value in the advice profession.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan speaks with Chris Clark, owner and IFA at Advance Wealth and a passionate Bitcoiner.

Chris shares his personal Bitcoin journey, from curiosity to conviction, and the real-world challenges of holding that conviction within the confines of FCA compliance.

They discuss how Chris is preparing for the eventual lifting of the UK’s retail crypto ban, what it’s like being a Bitcoiner in a regulated advice firm, and why more advisers need to get up to speed, before clients start asking the hard questions.

If you're an adviser who's curious about Bitcoin but operates with strict compliance, this episode is for you.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan sits down with Peter Lane to discuss the FCA’s recent move to lift the ban on crypto ETNs for UK retail investors, a potential turning point for regulated Bitcoin access in the UK.

Peter unpacks what this means for investors, advisers, and the broader regulatory landscape, including:

Why ETNs are just the beginning

The differences between ETFs and ETNs (and what advisers need to know)

What financial advisers should be doing now to prepare

Why the FCA’s consultation is a key moment for the advice profession

Whether you’re cautiously curious or deeply invested in Bitcoin, this conversation is your fast-track briefing on how UK regulation is shifting, and how you can get ahead of the curve.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this bonus episode of The Bitcoin IFA Podcast, Dan is joined once again by Alan Smith, CEO of Capital Asset Management, to react to the FCA’s bombshell announcement: the proposed lifting of the retail ban on crypto ETNs.

Alan shares his first impressions of the consultation, why it marks a major turning point for UK financial advice, what advisers should do to educate themselves, and how advisers may now have to include crypto ETNs in their client recommendations. 

If you’re an adviser, planner, or compliance lead, this is essential listening.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan speaks with Robin Thatcher, better known as The Bitcoin Accountant, about the practicalities, benefits, and tax considerations of holding Bitcoin in a UK limited company.

With increasing interest from directors, founders, and IFAs around company treasury strategies, Robin explains why holding Bitcoin on the balance sheet may make sense for some businesses, and the correct tax treatment for buying, holding, and selling Bitcoin within a company. 

Whether you're an accountant, a financial planner, or a business owner considering adding Bitcoin to your company strategy, this episode is your go-to guide.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan speaks with Peter Lane, co-founder of Jacobi Asset Management, who launched Europe's first spot Bitcoin ETF. 

They explore why ETFs matter, how regulatory bottlenecks are blocking UK access, and what financial advisers can do to prepare clients for professional Bitcoin exposure. 

A clear, accessible conversation with real solutions for IFAs navigating a broken access landscape.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.

In this episode, Dan speaks with Pete Dunworth, a former wealth adviser and co-founder of The Bitcoin Adviser, about why Bitcoin may still represent a once-in-a-generation opportunity.

Pete shares what he's learned from helping high-net-worth families safely self-custody Bitcoin, why financial advisers are perfectly placed to lead this conversation, and how UK professionals can prepare for a world where Bitcoin is no longer niche.

A grounded, practical look at how advisers can evolve with the next wave of client expectations.

Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa

Website - www.thebitcoinifa.com

We always recommend watching ‘What’s the Problem’ by Joe Bryan:

https://bit.ly/jbwtp

DISCLAIMER:

This podcast is for FCA-authorised financial advisers only and is not for retail clients.

The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.

This content is for educational purposes only.

Always do your own research and consider all relevant risks before making any investment decisions.