LIBF Financial Adviser Podcast

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows. In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts). This is a series by paraplanners for paraplanners. Look out for episodes...

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury, Reece Edwards, Sian Davies Cole, Lee Coates and Alex Burrows. In this episode our guest speakers discuss all things ESG in the paraplanning world. This is a series by paraplanners for paraplanners. Look out for episodes monthly. ⁠⁠Fi...

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards. In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July. This is a series by parapla...

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards. In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning. T...

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership. Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!) For more information on our professional qualifications and to find out how you can advance your career go to our  website...

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards. In this episode our guests share some tips on how to make the life of a paraplanner easier. This is a series by paraplanners for paraplanners. Look out for ep...

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury. In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid the last-minute planning and the stress it can ca...

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford. This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners. This is a series by paraplanners for paraplanners. Look...

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA. Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022.  For more information on our professional qualifications and to find out how you can advance your career go to our  website . Follow us on ...

We are pleased to bring you the eleventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and special guest Lewis Bryford. This episode looks at the changing face of paraplanning, and what employers are currently looking for when recruiting paraplanners. This is a series by paraplanners for...

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is the final part of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part three of this three part p...

We are pleased to bring you the tenth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes. This is part two of a two-part special podcast on clear objectives and client reports. This episode focuses on how to...

The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is part two of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part two of this three part podcast d...

We are pleased to bring you the ninth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes. This is part one of a two-part special podcast on clear objectives and client reports. This episode focuses on why cl...

The podfolk are back with again with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is part one of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part one of this three par...

We are pleased to bring you the eighth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Michelle Wilson-Stimson, and Sarah Lees. This episode focuses around how and where Paraplanners access and get additional technical support when needed. This is a series by paraplanners for paraplanners. Look out...

We are pleased to bring you the seventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Michelle Wilson-Stimson, and Sara Hickman and Rhiannon Baxter from We are Brave . This episode focuses on how paraplanners have challenging conversations with advisers and what skills and techniques they can use...

The podfolk are back with again with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. Rishi Sunak announced the spring statement last week, and the team debate what this means for advisers, was it actually a mini budget? And they also discuss the newly proposed Consumer Duty of Care (CDO...

We are pleased to bring you the sixth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Andrew Wibberley. This episode focuses on how paraplanners can support advisers with income protection, what paraplanners should consider, and the issues faced. This is a series by paraplanners for paraplanners...

We are pleased to bring you the fifth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and Georgia Sales. This episode focuses on helping paraplanners on their journey to understand trusts, and why this is beneficial for paraplanners. This is a series by paraplanners for p...

The podfolk are back with their first Financial Advisers podcast episode of the new year. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and a very special guest Lee Coates OBE, Ethical Money and ESG Consultant. With climate change a top priority for organisations and governments around the world, LIBF is bringing together key players in the finance...

We are pleased to bring you the fourth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, and Michelle Wilson-Stimson. This episode reviews 2021 and looks ahead to 2022, focusing on the bright future in the world of paraplanners. This is a series by paraplanners for paraplanners. Look out fo...

The podfolk are back with their final Financial Advisers podcast episode of the year.  John is joined by Martin Clark from Landmark IFA, Nicola Barker from St. James’s place wealth, and our special guest Dawn Patrick, Independent Financial Adviser, Burlington Financial. They discuss the extremely important topic of women in finance, gender disparity, and what can be done to attract more femal...

We are pleased to bring you the third episode to our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and John Somerville. This episode discusses how best to build mutually beneficial relationships with advisers and some of the issues faced by paraplanners today.  This is a series b...

The podfolk are back with another episode of the Financial Advisers podcast, this time reacting to the recent budget announcement. John is joined by David Owen from Lifetime Connect, Martin Clark from Landmark IFA, and Nicola Barker from St. James’s place wealth.