In this episode, Kieran, Martin and Emma break down what it really means to be a client of Welsh & Taylor Wealth. We discuss the types of clients we typically work with, why they come to us, and how our independent approach allows us to build strategies tailored to real people - not products. We talk openly about our fees, our investment proposition, and why we focus on long-term relationships rather than transactional advice. Most importantly, we explain why we want clients involved in their planning, and how working together leads to better outcomes.Disclaimer: Those Pension Guys is brought to you by Welsh & Taylor Wealth, a trading name of WTW Ltd. This podcast is for information purposes only and does not constitute personal financial advice. Listeners needing advice should seek support from an FCA-authorised adviser.

In this episode, Kieran, Martin and Emma continue sharing our story by exploring the process of going independent. We discuss the steps involved, the hurdles we faced along the way, and the lessons we learned while building Welsh & Taylor Wealth as a directly authorised firm. It’s an honest look at the challenges behind the scenes and what it really takes to make the move.

Disclaimer: Those Pension Guys is brought to you by Welsh & Taylor Wealth, a trading name of WTW Ltd. This podcast is for information purposes only and does not constitute personal financial advice. Listeners needing advice should seek support from an FCA-authorised adviser.

In our very first episode, Kieran, Martin and Emma take you back to the beginning of our careers in the financial world. From our first steps into the industry, through the lessons learned along the way, we share how our paths eventually crossed and what led us to make the decision to go independent. This is the start of our story and the foundation of Those Pension Guys.

Disclaimer: Those Pension Guys is brought to you by Welsh & Taylor Wealth, a trading name of WTW Ltd. This podcast is for information purposes only and does not constitute personal financial advice. Listeners needing advice should seek support from an FCA-authorised adviser.