The Bitcoin IFA Podcast

In this fifth instalment of the Roberts Series, Dan sits down once again with Sam Roberts (actuary, pension expert, and Bitcoin thinker) from Cartwright Pension Trust.   This episode focuses on a concept Sam calls balance sheet resilience: not predicting a single bad scenario, but stress-testing your finances against many possible futures, including the continuation of a 55-year fiat monetary expe...

In this episode, Dan sits down with Jordan and Jez from the Bitcoin Collective — the organisation behind the UK's first major Bitcoin conference in 2022 — who have just launched the Bitcoin Business Network.    Over £300 billion sits in UK SME business accounts. More than half earns zero percent. Jordan and Jez spotted a pattern: their Bitcoin community had three times the concentration of bu...

In this episode of The Bitcoin IFA Podcast, Dan sits down with Sam Roberts to explore one simple but powerful question: If you’re responsible for managing other people’s money… can you afford to ignore Bitcoin? Rather than hype or price predictions, this discussion focuses on risk, fiduciary responsibility, and scenario analysis. What happens if Bitcoin goes to zero? What happens if it 10x’s? What...

Jeff Booth, author of The Price of Tomorrow, spent 15,000 hours trying to disprove Bitcoin. What he discovered challenged everything he understood about free markets, risk, and the financial systems we operate within.  This conversation isn't about convincing you to believe anything – it's about examining whether the foundations we've built our careers on are as stable as we've...

Bitcoin ETNs are finally “allowed” again in the UK, but advisers are not exactly throwing confetti. In this episode, Dan sits down with James Priday to unpack what’s really slowing adoption, and why the headline change does not automatically translate into real-world advice activity. You’ll hear why crypto ETNs are still treated as restricted mass market investments , what that means in practice (...

In this episode, Dan sits down with Scott Ellam, CEO and founder of XCE , to explore how a traditional executive recruitment firm became one of the first publicly listed companies built around a Bitcoin treasury strategy.  For financial advisers, this conversation offers a clear, real-world example of how Bitcoin can function inside a regulated business, how volatility can be managed, and why igno...

In this episode, Andrew Webley — Founder and CEO of The Smarter Web Company — discusses how a long-established UK business chose to list on the Aquis Stock Exchange while holding Bitcoin as a core part of its treasury . He talks through the reasoning behind the listing, the regulatory limits that define what a UK company can do with Bitcoin, and the practical framework his team uses to measure and...

In this episode, Dan and Sam Roberts dive into one of the most important conversations in UK finance right now — the dynamic between rising taxes, falling productivity, and what happens when a government edges itself into a corner. From the Laffer Curve to the realities of government spending, they examine why markets react the way they do, why wealth moves the way it does, and why an increasing n...

In this episode of The Bitcoin IFA , we sit down with Dominic McLoughney , Chartered Financial Planner at Becketts, to explore how financial advisers can navigate the fast-evolving world of Bitcoin within the framework of regulated advice. Dom shares his journey from initial scepticism to becoming one of his firm’s leading voices on digital assets. Together, we discuss the education gap , the regu...

In this episode of The Bitcoin IFA Podcast , Dan speaks with Duncan Moir , President of 21Shares and former Head of Digital Assets at Aberdeen, about the FCA’s decision to lift its ban on crypto ETNs . They explore what this landmark change means for UK advisers and investors , how regulated access to Bitcoin and Ethereum ETNs will evolve, and why 21Shares believes this marks a pivotal moment for...

In this Part 2 episode, host Dan sits down again with Sam Roberts , Director of Investments at Cartwright Pension Trusts — and one of the first in the UK to place Bitcoin within a pension fund. Together, they explore why Bitcoin continues to rise in value when measured in fiat, and what that reveals about money, power, and freedom.  From gold and proof-of-work to the Cantillon Effect and central b...

In this episode of The Bitcoin IFA , Dan is joined by Sam Roberts, Director of Investments at Cartwright , where he helps pension schemes and institutions manage their long-term investments. The conversation begins with the limits of financial models and why they often break down when real-world behaviour takes over. From there, Sam and Dan dive into how an ever-debasing currency reshapes incentiv...

In this episode of The Bitcoin IFA Podcast , Dan sits down with Charlie Morris – seasoned investor, former HSBC fund manager, and founder of ByteTree. From military training to managing billions in multi-asset portfolios, Charlie shares how discipline, leadership, and a sharp eye for diversification shaped his financial career. We trace his first encounter with Bitcoin in 2012, why he dismissed it...

Former anaesthetic registrar Mark Martin shares his path into running a financial advice firm;  Why 0% = shorting Bitcoin;   And how he’s leveling up by running his own node and tightening CGT record-keeping to protect clients from HMRC pain;  We also dig into the practical Bitcoin rails and UK ETN readiness for advisers. 21shares Disclaimer - Don’t invest unless you’re prepared to lose all the mo...

In this episode, Dan sits down with Ric Edelman, one of the most influential financial advisers in the U.S. and a vocal advocate for responsible Bitcoin education. Ric is the founder of Edelman Financial Engines, a $300B advisory business, and has been ranked the #1 independent financial adviser in the country by Barron’s. He’s the author of 13 bestselling books and the founder of DACFP, the Digit...

In this episode, Dan speaks with James Priday, CEO of P1 Investment Management and MD of Prydis Wealth, about the unique position he holds at the intersection of regulated advice and forward-thinking Bitcoin investing. James is behind one of the UK’s first Bitcoin-inclusive regulated investment solutions, a rare offering in the current compliance-heavy landscape. We dive into how he balances his f...

In this episode, Dan speaks with Victoria Hicks, CEO of MELO, the UK’s leading growth and exit partner for financial advice firms. They dive into how advisers can grow, scale, or exit their businesses more effectively, and why Bitcoin is a topic no forward-thinking firm can afford to ignore. From adviser consolidation trends to the mindset shift needed for digital assets, this episode is essential...

In this episode, Dan speaks with Chris Clark, owner and IFA at Advance Wealth and a passionate Bitcoiner. Chris shares his personal Bitcoin journey, from curiosity to conviction, and the real-world challenges of holding that conviction within the confines of FCA compliance. They discuss how Chris is preparing for the eventual lifting of the UK’s retail crypto ban, what it’s like being a Bitcoiner...

In this episode, Dan sits down with Peter Lane to discuss the FCA’s recent move to lift the ban on crypto ETNs for UK retail investors, a potential turning point for regulated Bitcoin access in the UK. Peter unpacks what this means for investors, advisers, and the broader regulatory landscape, including: Why ETNs are just the beginning The differences between ETFs and ETNs (and what advisers need...

In this episode, Dan speaks with Robin Thatcher, better known as The Bitcoin Accountant, about the practicalities, benefits, and tax considerations of holding Bitcoin in a UK limited company. With increasing interest from directors, founders, and IFAs around company treasury strategies, Robin explains why holding Bitcoin on the balance sheet may make sense for some businesses, and the correct tax...

In this bonus episode of The Bitcoin IFA Podcast, Dan is joined once again by Alan Smith, CEO of Capital Asset Management, to react to the FCA’s bombshell announcement: the proposed lifting of the retail ban on crypto ETNs. Alan shares his first impressions of the consultation, why it marks a major turning point for UK financial advice, what advisers should do to educate themselves, and how advise...

In this episode, Dan speaks with Peter Lane, co-founder of Jacobi Asset Management, who launched Europe's first spot Bitcoin ETF.  They explore why ETFs matter, how regulatory bottlenecks are blocking UK access, and what financial advisers can do to prepare clients for professional Bitcoin exposure.  A clear, accessible conversation with real solutions for IFAs navigating a broken access land...

In this episode, Dan speaks with Pete Dunworth, a former wealth adviser and co-founder of The Bitcoin Adviser, about why Bitcoin may still represent a once-in-a-generation opportunity. Pete shares what he's learned from helping high-net-worth families safely self-custody Bitcoin, why financial advisers are perfectly placed to lead this conversation, and how UK professionals can prepare for a...

In this episode, Dan speaks with Freddie New, Co-Founder and Head of Policy at Bitcoin Policy UK, about why Bitcoin is misunderstood by regulators and misclassified by the FCA.  Freddie explains the key differences between Bitcoin and broader crypto assets, how regulation is holding back adoption, and what financial advisers need to know to stay ahead of the curve.  A clear, policy-focused convers...

In this episode, Dan is joined by Joe Bryan, creator of What’s The Problem?, to explore how inflation, fiat currency, and declining productivity are eroding wealth and stability.  From his time in investment banking to launching a powerful new financial education project, Joe shares why Bitcoin may offer hope, and why advisers need to understand the deeper structural issues behind client servicing...