The Growth Engine Podcast

The second (and last) episode that brings together Plymouth, Finances and Sport.

This episode isinteresting because the finances in place in football are rarely seen in the world of rugby.

Ellie discusses:

-her introduction to the world of wotrk and financiaql services

-working in the Bridging Loan business

-her family saving Plymouth Albion from administration

-the dynamics of a family business 

-the effect of Covid on the business

-the growth of the club and cashflow

-the future plans. A huge £21 million project working with Plymouth Argyle and the Council

-the future of sport in Plymouth

Connor talks about his carrer and becoming a BDM as well as:

-How he manages to combine family life and work on the road

-How Canada Life reacted to the market turmoil in late 2022 and early 2023

-The current range of Canada Life products and LTVs

-What comes next for Canada Liofe products, interest rates and LTVs

This episode features Stuart and Nicola talking to Ali about:

-Ali's previous jobs in the City before becoming an IFA

-Ali's first referral to me and how that changed his life

-Travel, new cars, home improvements, fish tanks and fun!

-The clients future plans-paying for care in his home?

-Where Ali feels Lifetime Mortgage advice fits into the IFA advice process

-Equity Release as part of IHT planning

-Communicating the benefits of working with a Later Life Lending specialist to IFA's

-The next 18 months of our economy. A positive outlook?

In this episode I discuss three of my favourite things: Football, Finance and Plymouth with a hero of mine, Simon Hallett.

In a wide ranging chat we discuss:

-Simon's early years living in Bristol, South London and Plymouth

-School at Plymouth College, Oxford University then a career in Banking, Stock Broking and Investments.

-How Simon started his love affair with Plymouth Argyle in 1966

-how he instilled his vision and values into his business and how well these have translated to the football club

-the clubs 5-year plan and how it is progressing towards those with one year to go

-the next 5-year plan and what that could look like

-Argyle in the Community and its relationship with fans and the people of Plymouth

-the future of Women's football and Youth football at Argyle

-the Championship and being a viable football club and business in a world of financial madness.

In this episode, Dave Harris CEO of Lifetime Mortgage lender More2Life talks to us about several topics including:

-how Dave got into the industry

-Dave's views on the events of the last six months

-what the M2L senior team are doing to create more business for advisors

-how Dave works with funders and his team on lower interest rates, higher LTVs and product innovation

-what new things are coming in the next 6 months

-Dave's views on the size of the market and the direction of travel

-how Dave had to explain what he did for a job to his Dad!

-how even Dave's Dad didn't know how Equity Release could benefit him

-triumph and growth from adversity

In this podcast we discuss:

-where Steve's Equity Release journey started

-The growth of Responsible Life and Lending

-Ibiza living and the new arrival

-banks and their vested interests

-Broker opportunites for growth

-Building relationships with Introducers

-Lifetime customer value

-Partnership with Royal London

-The new Royal London products on Air

-Advisor registration for the new products

-Green shoots of recovery in the market

Out takes!

This episode covers:

David's background

Who Knight Frank are

High Net Worth clients and Equity Release

Story about wealthy clients in Regents Park London

Equity Release and Estate Planning

Equity Release and Tax Planning

Working with IFAs and Introducers

Potential Risks and pitfalls of Equity Rlease

Consumer Duty and Plain English

The amazing Air Masterclasses

Artificial Intelligence and poetry

The Market in 2023

Our first out takes!

In this episode we talk to Devon based Lifetime Mortgage professional Stuart Borthwick.

His unique ways of looking after clients and how he and Leanne balance their business with looking after twins is revealed.

Often funny, very inspiring, this podcast discusses the reality of running your own small advisory business.

Gary talks about how he used to generate leads for Mortgages and Equity Release, and how he suggests advisors do this in 2023.