Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dynamic Planner and Patrick Ingram from Parmenion.

In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.

In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals.

As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats? Tune in to find out!

Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape.

In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impact of global trends on the UK market and explore strategies for mitigating risk in this uncertain environment.

This conversation offers valuable insights for financial advisors looking to:

Understand the significance of global economic trends in the UK market.

Develop strategies for navigating market volatility.

Identify potential opportunities for UK investors.

Prepare for key considerations in the second half of the year.

Stay informed and adapt their strategies in a rapidly changing economic landscape.

Tune in to hear Jordan's expert insights and actionable takeaways to help you confidently guide your clients through these turbulent times.

Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:

In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to modern financial advice. Learn how these partnerships can shape the future of financial education and inclusion.

In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware of cyber risks and adopting proactive measures to ensure cybersecurity in both personal and professional settings. Listen now:

In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.

In this week's Weekend Essay, editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now: