Cele mai bune PFS Festival Radio podcast-uri (2024)

Martin talks to Sir Vince Cable, leader of the Liberal Democrats about progress of the Brexit negotiations to date and whether it's too late now to stop Brexit.De către Bamford Media

1
Paul Armson 4:00

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7y ago4:00

4:00

Martin speaks to Paul Armson from Inspiring Advisers.De către Bamford Media

1
Kate Gannon, Manning & Co 2:13

7y ago2:13

2:13

Martin talks to Kate Gannon from Manning & Co about her lightbulb moment, the inspiration and drive to become Chartered Financial Planner of the Year.Kate works for Manning and Co in the South West where she heads up the Cornwall Office. She has been in the financial services profession since leaving school, starting in Banking and moving into Fina…

1
Hayley Tink, Almary Green 4:21

7y ago4:21

4:21

Martin talks to Hayley Tink from Almary Green about the role our behaviour plays in making financial decisions and being a money coach.Hayley has been an adviser with Almary Green since 2009 and started her financial advising career in 2004. Hayley is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible l…

1
Jason Butler 4:17

7y ago4:17

4:17

Martin chats to Jason Butler about his book Squeezing the Orange and his new book, published at the end of this year, Money Moments.De către Bamford Media

1
George Kinder 3:48

7y ago3:48

3:48

Martin talks to George Kinder about life planning and why it has become so popular in the UK.Kinder is a Harvard educated financial planner, philosopher, mindfulness teacher, author, and the founder of the Kinder Institute of Life Planning; an organization that has trained over 3000 professionals in 30 countries in what is considered the gold stand…

1
Martin Clubbs, Old Mutual Wealth 2:57

7y ago2:57

2:57

Martin Clubbs from Old Mutual Wealth talks to Martin for Festival Radio about the investment challenge surrounding DB pension transfers.Martin is a Pension Specialist with over 20 years market experience. He has worked closely with advisers in both the corporate and individual pensions market supporting them through the ever changing pensions lands…

1
Chris Davies, Engage Insight 5:20

7y ago5:20

5:20

Chris Davies from Engage Insight talks to Martin about the launch of their new RegTech platform, Model Office.De către Bamford Media

1
David Geale, FCA 3:56

7y ago3:56

3:56

David Geale from the Financial Conduct Authority talks to Martin for Festival Radio about FAMA and how Financial Planners can provide feedback to the FCA.Clinton is a Director of Citywide Financial Partners, based in Surrey. The firm was established in 2004 and specialises in providing financial advice to high net worth individuals and their famili…

1
Julie Lord, Magenta Financial Planning 3:44

7y ago3:44

3:44

Martin talks to Julie Lord from Magenta Financial Planning about the ticking pension freedoms time bomb and the importance of cash flow planning.Julie Lord is a very successful, fee-based Financial Planner, an enthusiastic user of Prestwood financial planning software for the past 23 years, and is currently on the board at Prestwood as Director. In…

1
The Grim Reaper 1:31

7y ago1:31

1:31

Martin chats to The Grim Reaper for Festival Radio at the PFS Festival of Financial Planning.De către Bamford Media

1
Richard Mullender 6:22

7y ago6:22

6:22

What does hostage negotiation have in common with financial planning? Martin talks to former hostage negotiator Richard Mullender.After a 25-year career working in the London Metropolitan Police as a detective investigating serious crimes, Richard Mullender moved into hostage negotiation. He quickly worked his way up to become Lead Trainer at Scotl…

1
Miranda Seath, Platforum 3:57

7y ago3:57

3:57

Martin talks to Miranda Seath from Platforum.Miranda Seath is Head of Intermediary Research at Platforum where she focuses on adviser platforms, UK fund distribution and workplace savings. She has a particular interest in the evolution of financial advice and the impact of policy, regulation and market developments on the distribution of retail fun…

1
Chris Budd, Ovation Finance 3:48

7y ago3:48

3:48

Chris Budd from Ovation Finance talks to Martin about coaching skills for advisers and a useful exercise in listening.Chris Budd is the owner and MD of Ovation Finance, a fee-based financial planning practice. He is a qualified business coach (Ad.Dip in Coaching & Mentoring, European Mentoring & Coaching Council). He also writes books, including on…

1
Tessa Lee, Moneyinfo 1:50

7y ago1:50

1:50

MC Tess Lee from Moneyinfo joins Martin on day two of Festival Radio to share her fintech rap.De către Bamford Media

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Cosmic Sausages 5:21

7y ago5:21

5:21

On day two of the Festival of Financial Planning, Cosmic Sausages join Martin in the Festival Radio booth to perform a couple of songs.De către Bamford Media

1
Danby Bloch, Platforum 4:03

7y ago4:03

4:03

On day two of the Festival of Financial Planning, Martin talks to Danby Bloch from Platforum about some winning strategies for financial planners, including the impact of MiFIDII on fee disclosure.Danby is a consultant to Platforum and chairman of Helm Godfrey a City-based firm of independent financial advisers and employee benefit consultants. He …

1
Alistair Cunningham, Wingate Financial Planning 6:22

7y ago6:22

6:22

Martin talks to Alistair Cunningham from Wingate Financial Planning about the defined benefit pension transfer market and how to mitigate some of the risks when giving advice.Specialising in advice for owner managed businesses, Alistair was one of the first Financial Planners to be awarded the prestigious Chartered Financial Planner status. He is a…

1
Abbie Knight, A Business Innovation 2:53

7y ago2:53

2:53

Martin talks to Abbie Knight from A Business Innovation about creating a client advisory board and rethinking your definition of high net worth clients.Abbie Knight (née Tanner) is the Head of Digital for the Embark Group, Director of DISCUS and founder of A Business Innovation, a sector specialist marketing firm for financial advisers. She is incr…

1
Paul Read, Eveleigh & Read 7:47

7y ago7:47

7:47

Martin talks to Paul Read, head tailor at Eveleigh & Read, about bespoke tailoring and the importance of a first impression.De către Bamford Media

1
Ian Beestin, Money Alive 6:28

7y ago6:28

6:28

Martin talks to Ian Beestin, CMO of Money Alive, about their new final salary portal for advisers.De către Bamford Media

1
Sir Steve Webb, Royal London 3:50

7y ago3:50

3:50

Former pensions minister Sir Steve Webb of Royal London talks to Martin about pension freedoms and some of the issues surrounding defined benefit pension transfers.Steve Webb was Minister of State for Pensions between 2010 and 2015, the longest-serving holder of the post. During that time he implemented major reforms to the state pension system, ov…

1
Martin Coyle, Aegon 3:33

7y ago3:33

3:33

Martin Coyle from Aegon talks to Martin about legacy assets moving to platforms.Martin has been in financial services since 1991. His career began with MLC which later became the wealth management arm of National Australia Bank. He sought pastures new arriving in the UK in 2005 where has held consultancy and business development positions with Prud…

1
Jan Bowen - Nielsen, Quiver 4:07

7y ago4:07

4:07

Martin chats to Jan Bowen-Nielsen from Quiver Training about coaching skills and how Financial Planners can use these to improve client rapport and relationships.Jan is the founder of Quiver Management Ltd, a European quality award winning executive coaching and leadership training company specialising in coaching and development of senior executiv…

1
Neil Bage, Be - IQ 4:09

7y ago4:09

4:09

Neil Bage from Be-IQ speaks to Martin for Festival Radio about risk profiler questionnaires, their limitations and a better approach.Neil is the Founder of multi-award winning Be-IQ. Working with leading Academics, Be-IQ is an entirely new model and approach to understanding a client’s risk personality, their financial capability, and their financi…

1
Greg Davies, Centapse 4:59

7y ago4:59

4:59

Martin talks to Greg Davies from Centapse about human behaviour and how it can apply to Financial Planning.Greg is a globally recognised expert in applied decision science, behavioural finance, and financial wellbeing – turning academic insight into practical solutions. Greg started, and for a decade built and led, the banking world’s first behavio…

1
Ian McKenna, F&TRC 10:27

7y ago10:27

10:27

Martin talks to Ian McKenna about the Fintech Startup Cafe at the Festival of Financial Planning.A Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. Ian believes there has never been a more exciting time to wo…

1
Abraham Okusanya, FinalytiQ 4:18

7y ago4:18

4:18

Fresh off the stage after his conference speech about the science of retirement income, Martin chats to Abraham Okusanya from FinalytiQ.Abraham is the principal at FinalytiQ, a research firm specialising in investment propositions, pensions and platforms. He sits on the investment committees of several financial planning firms, and he’s frequently …

1
Natalie Holt, Nucleus 2:30

7y ago2:30

2:30

Natalie Holt from Nucleus Illuminate talks to Martin for Festival Radio.Natalie is the content editor for Illuminate, which aims to provide advisers with interesting articles and insight to help run and grow their businesses. Previously editor of Money Marketing, she started out in financial services journalism writing about mortgages in the depths…

1
Sharon Sutton, Personal Finance Society 3:05

7y ago3:05

3:05

Sharon Sutton, new President of the Personal Finance Society, chats to Martin about her role and the vision for Financial Planning in the UK.Sharon is Managing Director of Thornton Chartered Financial Planners and is from the Isle of Man where she was the first Chartered Financial Planner. She believes in educating people to take control of their l…

1
Baroness Ros Altmann 9:05

7y ago9:05

9:05

Martin chats to Baroness Ros Altmann about pension freedom progress, pension scams and the plight of 1950s born women having to wait longer for their State pension.Ros Altmann is an expert on later life issues – particularly pensions and retirement policy, investment, savings, annuities and social care funding. She is an economist by training and w…

1
Jeremy Squibb, Serenity Financial Planning 2:58

7y ago2:58

2:58

Jeremy is Head of Life Planning for Serenity Financial Planning – the UK’s largest Financial Life Planning firm. Originally from a banking background, after becoming an Independent Financial Adviser in 2004, and seven years later, he experienced an life changing moment at the PFS Conference in 2011, when he was so inspired by talks from Tina Weeks,…

1
Pete Matthew, Meaningful Money 2:59

7y ago2:59

2:59

Martin chats to Pete Matthew from Meaningful Money about building client trust before you've even met them!Pete Matthew is a Chartered and Certified Financial Planner, and Managing Director of Jacksons Wealth Management in Penzance. He started MeaningfulMoney.tv as a hobby in 2010, and has since created over 300 videos and over 200 podcast episodes…

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Darren Cooke, Red Circle Financial Planning 4:53

7y ago4:53

4:53

Darren Cooke from Red Circle Financial Planning talks to Nick about progress being made with the pension cold calling ban.Darren is Director at Red Circle Financial Planning and has a large breadth of experience in the financial sector. He has worked with a great variety of different businesses and individuals spanning a wide variety of industry se…

1
Jan Holt, Just 2:51

7y ago2:51

2:51

Jan Holt, business development manager at Just, chats to Martin about the Dementia Friends information sessions visitors to a Festival of Financial Planning can attend.De către Bamford Media

1
Mark Hutchinson, CII 3:54

7y ago3:54

3:54

Mark Hutchinson from the Chartered Insurance Institute joins Martin on Festival Radio to talk about coming up with the concept for a Festival of Financial Planning.De către Bamford Media

1
Chris Baigent-Reed, Jigsaw Tree 3:28

7y ago3:28

3:28

Chris Baigent-Reed from Jigsaw Tree chats with Martin Bamford for Festival Radio.Jigsaw Tree works with adviser businesses to help them enhance the delivery of their client propositions & technology providers to strengthen adoption of their solutions.@JigsawTreeDe către Bamford Media

1
PFS Festival Radio 012 - Ian McKenna 12:50

7y ago12:50

12:50

Today on PFS Festival Radio, I'm joined by Ian McKenna.A Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. Ian believes there has never been a more exciting time to work in the personal finance market and that…

1
PFS Festival Radio 011 - Sebastian Maciocia, Winton Group 3:27

7y ago3:27

3:27

Today on PFS Festival Radio, I'm joined by Sebastian Maciocia, Client Advisory at Winton Group, a Silver Partner at the Festival of Financial Planning.Winton is a global investment management firm. Founded in 1997, they combine the rigour of the scientific method with advanced investment technology to invest in financial markets.Today Winton advise…

1
PFS Festival Radio 010 - Martin Lines, Just 5:56

7y ago5:56

5:56

Today on PFS Festival Radio, I'm joined by Martin Lines from Just, Gold Partner at the Festival of Financial Planning.Just is the exciting new brand for Partnership and Just Retirement. It represents the specialist knowledge and expertise of both award-winning businesses, and the passion, purpose and vision of the new stronger organisation.Find out…

1
PFS Festival Radio 009 - Royston Guest 6:40

7y ago6:40

6:40

Today on PFS Festival Radio, I'm joined by Royston Guest, one of the Headline Speakers at the Festival of Financial Planning.Royston will be sharing his break through insights on why ALL businesses need to think like a day 1 business to not only survive but thrive.Find out more about Royston - https://www.roystonguest.com/Follow Roston on Twitter -…

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PFS Festival Radio 008 - Julie Lord 5:05

7y ago5:05

5:05

Today on PFS Festival Radio, I'm joined by Julie Lord, a Certified Financial Planner, a Chartered Financial Planner and a Chartered Wealth Manager at Magenta Financial Planning.Find out more about Julie - https://magentafp.com/about-us/Follow Julie on Twitter - https://twitter.com/julielordcfp Find out more at www.pfsfestival.org/explore/festival-r…

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PFS Festival Radio 007 - Phil Billingham 7:45

7y ago7:45

7:45

Today on PFS Festival Radio, I'm joined by Phil Billingham, Chartered Financial Planner at Perceptive Planning, to talk about Financial Planning from an international perspective.Find out more about Phil - perceptiveplanning.co.uk/about-us/meet-the-team/Follow Phil on Twitter - twitter.com/philbillinghamFind out more at www.pfsfestival.org/explore/…

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PFS Festival Radio 006 - Sharon Sutton 6:08

7y ago6:08

6:08

Today on PFS Festival Radio, I'm joined by Sharon Sutton, managing director of Thornton and incoming President of the Personal Finance Society.Find out more about Sharon - https://www.thorntonfs.com/sharon-sutton/ Follow Sharon on Twitter - https://twitter.com/sharonsutton99/Find out more at www.pfsfestival.org/explore/festival-radio.…

1
PFS Festival Radio 005 - BlackRock & Embark 5:23

7y ago5:23

5:23

Today on PFS Festival Radio, I'm joined by some gold sponsors - Pollyanna Harper from BlackRock and Mark Hopcroft from Embark. We find out why they chose to sponsor the PFS Festival of Financial Planning, what visitors to the Festival can expect to see from BlackRock and Embark, their speaking slots, and marketing to tomorrow's high net worth clien…

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PFS Festival Radio 004 - Alistair Cunningham 6:14

7y ago6:14

6:14

Alistair Cunningham from Wingate Financial Planning joins Martin on Festival Radio today to talk about all things pension transfers and his session at the Festival of Financial Planning.Wingate Financial Planning: http://wingatefp.com/team-member/alistair-cunningham/Follow Alistair on Twitter: https://twitter.com/cunningham_ukFind out more at www.p…

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PFS Festival Radio 003 - Hayley Tink 3:20

7y ago3:20

3:20

Hayley Tink from Almary Green joins Martin on Festival Radio today to talk about their graduate programme, the educational area at the PFS Festival of Financial Planning and the first album she bought.Almary Green: http://www.almarygreen.com/meet-the-team/hayley-tink-fpfsFollow Hayley on Twitter: https://twitter.com/hayley_tink Find out more at www…

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PFS Festival Radio 002 - Pete Matthew 7:14

7y ago7:14

7:14

Pete Matthew, financial planner and creator of the Meaningful Money podcast, joins Martin on Festival Radio today to talk about how he got started as a prolific content creator, what visitors to The Festival of Financial Planning can expect from his session, and the first single he bought.Meaningful Money: https://meaningfulmoney.tv/ Follow Pete on…

1
PFS Festival Radio 001 - Keith Richards 5:09

7y ago5:09

5:09

Keith Richards, chief executive of the Personal Finance Society, joins Martin on Festival Radio today to talk about his priorities at the PFS, what inspired the idea behind The Festival of Financial Planning, and what he's most looking forward to at The Festival.Find out more at www.pfsfestival.org/explore/festival-radio.…

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