This Is Not Financial Advice.

In this episode Piers and Steve discuss industry changes, challenges and share some insights in to getting you thinking about your own personal goals for 2026 and beyond.

Join us as Alex and Liam, Chartered Financial Planners, discuss the newest Budget announcements and make sense of what’s changing. From business impacts to family finances, we cover what matters most and how you can prepare for the years ahead.

In this episode, Amelia joins Liam to discuss her experience of working with women and men in finance and shares some of her experiences on the psychology of money and how perhaps men and women think differently all while sharing a couple of pointers of what to look out for in life.

In this episode, we cut through the noise and share real-world money tips straight from financial advisers. From knowing what you’ve got and building a budget that actually works, to protecting what you’ve worked hard for, enjoying your money without guilt, and spending wisely without falling into the “keeping up with the Joneses” trap, we cover it all. We also talk about why TikTok money “gurus”...

In this episode, two of our financial advisers explore how great financial planning and life planning comes down to asking the right questions, listening deeply, and understanding what truly motivates people. Alex and Piers discuss why no two plans are ever the same, but with genuine care and curiosity, the outcomes can always be excellent. Too often, people aren’t really asked what they want or c...

In this episode, Liam and Steve get in to an bigger than the finances. This episode is about the power of setting goals in every part of your life. As financial planners, we see firsthand how having a clear aim can shape not only your bank balance, but your career, your relationships, and even your sense of purpose. In this episode, we’ll explore why goals matter, how to turn vague dreams into ach...

In this episode, Alex and Liam, two Financial Advisers dive into the real-life moments that triggered people to finally seek financial guidance. From sudden job changes and family transitions to mounting money stress and quiet realisations, these are the turning points that made clients say,  “I need help.”  . We're sharing honest, behind-the-scenes stories of what those first conversations lo...

Welcome to our very first episode - the pilot, if you will. We're Financial Advisers, but this podcast isn’t about spreadsheets, tax codes, or market trends. It’s about the real conversations we have every day, the human side of money. The hopes, the fears, the decisions, and the stories that shape how people live their lives and plan their futures. In each episode, we'll share anecdotes, reflecti...