The Bitcoin IFA Podcast

In this episode of The Bitcoin IFA, we sit down with Dominic McLoughney, Chartered Financial Planner at Becketts, to explore how financial advisers can navigate the fast-evolving world of Bitcoin within the framework of regulated advice.

Dom shares his journey from initial scepticism to becoming one of his firm’s leading voices on digital assets. Together, we discuss the education gap, the regulatory grey areas, and why the FCA’s recent moves may reshape how advisers talk about — and eventually allocate to — Bitcoin.

It’s a candid, nuanced conversation about trust, bias, risk, and opportunity in the advisory profession — and what it really takes to guide clients responsibly in a new asset class.

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

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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 of The Bitcoin IFA Podcast, Dan speaks with Duncan Moir, President of 21Shares and former Head of Digital Assets at Aberdeen, about the FCA’s decision to lift its ban on crypto ETNs.

They explore what this landmark change means for UK advisers and investors, how regulated access to Bitcoin and Ethereum ETNs will evolve, and why 21Shares believes this marks a pivotal moment for crypto’s place in traditional portfolios.

21Shares Website

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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 Part 2 episode, host Dan sits down again with Sam Roberts, Director of Investments at Cartwright Pension Trusts — and one of the first in the UK to place Bitcoin within a pension fund.

Together, they explore why Bitcoin continues to rise in value when measured in fiat, and what that reveals about money, power, and freedom. 

From gold and proof-of-work to the Cantillon Effect and central bank control, this conversation unpacks why the hardest money ever invented may also be the fairest.

They discuss:

• Why fiat currencies always lose purchasing power
• How inflation benefits the few and hurts the many
• The centuries-old lessons of gold, salt, and “worthless beads”
• The modern-day Cantillon Effect and asset inflation
• The rise of digital ID and CBDCs — and why they’re a warning
• Why Bitcoin represents both a hedge and an act of self-sovereignty

🎧 A must-listen for anyone questioning the monetary system, or wondering why “fixed supply” might be the most powerful idea of our time.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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 of The Bitcoin IFA, Dan is joined by Sam Roberts, Director of Investments at Cartwright, where he helps pension schemes and institutions manage their long-term investments.

The conversation begins with the limits of financial models and why they often break down when real-world behaviour takes over. From there, Sam and Dan dive into how an ever-debasing currency reshapes incentives, reduces quality, and distorts markets. They explore Austrian versus Keynesian views of the economy, before turning to why Bitcoin may offer a fundamentally better alternative than gold.

Most compelling of all, Sam shares how these ideas moved from theory into practice — with a pension scheme making its first allocation to Bitcoin under his guidance. It’s a story that highlights both the risks and the asymmetric opportunities now confronting institutional investors.

This episode bridges the world of pensions and investments with the disruptive force of Bitcoin — offering professional insight, contrarian thinking, and a rare inside look at what institutional adoption really looks like.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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 of The Bitcoin IFA Podcast, Dan sits down with Charlie Morris – seasoned investor, former HSBC fund manager, and founder of ByteTree.

From military training to managing billions in multi-asset portfolios, Charlie shares how discipline, leadership, and a sharp eye for diversification shaped his financial career. We trace his first encounter with Bitcoin in 2012, why he dismissed it at first, and how a deeper look at blockchain technology changed his perspective entirely.

The conversation dives into:

• Lessons from the army that still apply to markets today.
• The rise of index funds and why passive investing isn’t always the safer bet.
• Why Bitcoin’s resilience and dominance can’t be ignored, despite endless copycats.
• The creation of ByteTree and the evolution into research, funds, and the BOLD ETF (Bitcoin + Gold).
• How gold and Bitcoin complement each other in a portfolio – the “ballast and spinnaker” approach.
• Volatility, Sharpe ratios, and why combining these two hard assets might be one of the most efficient diversification strategies available.
• The regulatory landscape in the UK, upcoming changes, and what they mean for advisors and investors.

Expect candid stories, sharp analysis, and a forward-looking discussion on the role of hard assets in an inflationary world.

Resources & Mentions

• ByteTree – https://www.bytetree.com/
• BOLD ETF (Bitcoin + Gold) – boldetf.com

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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.

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.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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.

Speak with The Bitcoin Adviser about Custody Solutions - https://content.thebitcoinadviser.com/the-bitcoin-ifa

Sign up to my newsletter - https://hub.thebitcoinifa.com/newsletter

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.