IFA Talk

In this week’s episode of IFA Talk , the weekly podcast from IFA Magazine, we explore the continued rise of DIY investing, what investors should look for beyond platform costs, and how advisers can help clients build resilient portfolios in an increasingly complex investment landscape. To discuss this further, Meg and Jenny are joined by Rohit Vaswani, Director of Investment & Client Solutions...

In this month's special New Insurance and Protection episode of IFA Talk , we explore how artificial intelligence is reshaping the insurance and protection landscape and ask whether it can help close the protection gap while improving access for underserved clients. To discuss this, Meg and Sue are joined by Jake Attfield, Head of Strategy at Fair4All Finance . Jake shares his insights on the oppo...

In this week’s episode of IFA Talk , the weekly podcast from IFA Magazine, Matt Williams and Sue Whitbread explore the growing investment confidence gap across generations and what advisers can do to help bridge it. New research from NatWest  reveals that the average Brit doesn’t make their first investment until the age of 34, despite younger generations showing increasing curiosity about investi...

In this week’s episode of IFA Talk, we unpack the topic of succession planning, with many financial planners now approaching retirement. Joining us to do this is Chris Ball, CEO of Hoxton Wealth.  Chris outlines the practical steps which firms can take now to protect clients, and what those financial planners should be considering. He also reveals how Hoxton Wealth approaches succession planning....

In this week’s episode of  IFA Talk , the weekly podcast from IFA Magazine, we discuss the behavioural science side of complaints, and how such complaints affect financial advisers. Joining us to do this is BareRock’s COO John Netting and Head of Behavioural Science & CXO, Babs Crane. Together, we unpack how and why advisers react to complaints, which can often feel like personal attacks to th...

In the latest special Mortgage & Property edition of IFA Talk, we explore the evolving later life lending landscape, with a particular focus on adviser support, Consumer Duty, advice quality and the growing need for specialist expertise within the sector. To discuss these important issues, hosts Meg and Sue are joined by Mark Gregory, Founder and CEO of Equity Release Group. Having spent more...

In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we discuss what needs to change to bring more consumers into investing. Joining us to do this is PIMFA’s Director of Government Relations and Policy, David Ostojitsch. Despite the government’s clear focus on pushing retail investing and closing the advice gap, there are clearly still some barriers in the way. David reveals w...

In this month’s special Tax-Efficient Investment edition of IFA Talk, the podcast from IFA Magazine, we are joined by PXN Group’s Caroline Flagg to discuss the big opportunities in tax-efficient investing, in particular surrounding Business Relief. Caroline, who is Deputy Managing Director of the PXN Investments retail business, joins us to discuss the everchanging role of Business Relief in tax-e...

In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we unpack intergenerational wealth transfers and the factors which might affect clients. Joining us is Tara Gillespie, the Co-Head of Investment at Gallagher. Together, we discuss the contrasting priorities between the younger generation and their parents, along with digging down into the lessons which wealth managers can ta...

This week on IFA Magazine’s IFA Talk podcast, we explore what keeps advisers loyal to discretionary fund managers, how retirement income planning is evolving, and whether smaller independent IFAs can still compete in a rapidly changing advice market. To discuss this further, Meg Bratley and Jenny Hunter are joined by Ian Kloss, Head of Intermediaries at RBC Brewin Dolphin, to unpack some of the bi...

In the latest special Mortgage & Property edition of IFA Talk, we explore one of the more underserved areas of the UK mortgage market, with a particular focus on Islamic finance, homeownership accessibility and the growing role of specialist lending solutions. To discuss this important topic, hosts Matt and Sue are joined by Sakeeb Zaman, Founder and CEO of StrideUp, one of the UK’s leading Is...

This week on IFA Talk, Sue and Matt are joined by financial planner, Craig Palfrey, Founder at Penguin, for a conversation that goes far beyond the technical side of estate planning. With pensions facing IHT from 2027 and intergenerational wealth planning becoming a growing focus for advisers, Craig explains why the real value of financial planning increasingly lies in human engagement, behavioura...

In this month’s special New Insurance & Protection edition of IFA Talk, we unpack how organisations are using AI, with the help of Vitality AI’s CEO, Emile Stipp. Together, we unpack whether the true extent of AI benefits is being overlooked, in favour of just praising its efficiency. We also discuss how AI can improve customer communication and outcomes, and what that means in the context of...

In this week’s episode of IFA Talk, we explore how advisers can support client outcomes in an increasingly uncertain and volatile market environment. With geopolitical tensions and global events continuing to drive market movements, advisers are once again helping clients navigate periods of instability. In this conversation, IFA Magazine’s Matt Williams and Jenny Hunter are joined by James Tothil...

In this month’s special Tax-Efficient Investment edition of IFA Talk, we welcome Gresham House’s Anthony Crosbie-Dawson to the studio. Together, we discuss the UK ‘timber gap’, a long-term investment which creates an interesting opportunity for investors and one that’s highly tax-efficient. Anthony reveals how recent Budget changes have impacted the appeal of forestry to investors, highlights the...

Now live: The latest episode of IFA Talk is available to listeners. This week, we explore how bespoke portfolio services and tax-efficient structuring are helping advisers deliver better client outcomes in an increasingly complex environment. To unpack this, Meg and Sue are joined by Adam Temple, Senior Investment Director - Head of London at Brooks Macdonald. As the firm celebrates 35 years of se...

This week on IFA Talk, in partnership with Evelyn Partners, we take a deep dive into passive investing, and how it has evolved over the years. Joining Matt and Sue to unpack this is Dan Caps, who heads up Evelyn Partners’ Index MPS proposition. Dan guides us through the changes to passive investing over the years, looking at not just costs, but some of the other factors which are drawing investors...

Now live: the latest New Insurance & Protection special episode of IFA Talk turns its attention to inheritance tax planning and the growing role of protection-linked investment solutions. In this episode, hosts Meg Bratley and Jenny Hunter are joined by Gordon Pugh, Investment Director at Blackfinch Investments . Gordon discusses how advisers are approaching inheritance tax (IHT) planning toda...

In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking the structure of their investment proposition, using a unitised investment solution. Today, advisers are faced with more choice than ever when it comes to investment propositions, including in-house advisory, MPS and bespoke DFMs. There is no shortage of way...

Now live: In the latest special Mortgage & Property Investment edition of IFA Talk, we explore the evolving mortgage landscape, with a particular focus on the growing role of long-term fixed-rate mortgages and how innovation could help shape the future of the UK housing market. To discuss this further, hosts Meg and Jenny are joined by Colin Bell, Co-founder and Chief Operating Officer of Pere...

In this week’s episode of IFA Talk, we explore how investment platforms can demonstrate real value during periods of heightened uncertainty. And what advisers should expect from them when markets are unsettled. Joining us to break this down is Linda Johnstone, Head of Investment Proposition at Novia Global.  At a time when geopolitical tensions and market volatility are front of mind, the conversa...

In this month’s special Tax Efficient Investment edition of IFA Talk, we’re exploring why tax-efficient investment schemes are becoming an increasingly important part of a well-diversified portfolio. Mei Lim, Managing Partner at Anthemis, joins us to explain why that shift is happening, what it means for UK scale-ups facing a persistent funding gap, and the crucial role private capital can play in...

In this week’s episode of IFA Talk, Meg Bratley and Sue Whitbread are joined by Jamie Sexton, Chief Client Officer at True Potential , to explore the fast-evolving role of AI in financial advice and what it means for the future of the profession. As technology continues to reshape the advice landscape, the conversation focuses on where AI is having the greatest impact today, from supporting basic...

In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony Villis, Managing Director and co-founder of First Wealth, to discuss the real value of financial planning. While investment performance often dominates client conversations, the discussion explores how the true value advisers provide often lies elsewhere. Anthony shares h...

In this week’s episode of IFA Talk, we unpack one of the biggest challengers facing advisers; helping clients stay calm when markets become uncertain. In such turbulent times, good advice really matters, not just in terms of building financial plans, but in helping clients manage the emotional side of investing and avoid making mistakes from short-term overreactions. This week, James Sullivan, Hea...