Techlink in Conversation

Eddie, Claire & Tony discuss last week’s fiscal event. Recorded on 28th September 2022.

Simon Martin joins Eddie Grant to take a closer look at tax advantaged investments, the reliefs and planning ideas.

Niki Patel and Barbara Gardener join Eddie Grant to explore business assurance needs and trusts for business owners

Helen O’Hagan joins Eddie Grant to explore the role and duties of trustees with a focus on meeting the regulatory requirements of the Trust Registration Service.

Simon Martin discusses with Eddie Grant a range of topical planning tips and overviews what Techlink users are following.

Eddie Grant and Paul Matthews, discuss Better outcomes for clients in vulnerable circumstances, research completed by Eddie to support his MSc in Finance.

Eddie Grant catches up with Claire Trott to talk about her 2022 challenge and how listeners can help. Link to JustGiving page  Claire Trott is fundraising for St. James's Place Charitable Foundation (justgiving.com)

Eddie Grant and Vicky Kleboe, Later Life Financial Planning for women, discuss research completed by Vicky to support her MSc in Finance.

Eddie Grant is joined by fellow Director Claire Trott and Tony Wickenden to discuss the 2022 Spring Statement, reviewing the announcements with hints and tips for financial planners.

Eddie Grant and Tom Low, discuss reason for, and value of, seeking financial advice, research completed by Tom to support his MSc in Finance.

Eddie Grant and Paul Johnson discuss Property as a retirement strategy instead of pensions, research completed by Paul to support his MSc in Finance.

Eddie Grant and Sam Bradford discuss The Retirement Decision within financial services company, research completed by Sam to support her MSc in Finance.

Eddie Grant and Ellie Reed discuss post-retirement planning, research completed by Ellie to support her MSc in Finance.

This podcast is the seventh session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 7 focuses on Caring with expert insights from Sonia Benitez, Head of Services, Carers Network and our lived expert Cynthia.

Eddie Grant and Claire Trott discuss pensions tax relief based upon the benefit structures of the schemes, research completed by Claire to support her MSc in Finance.

This podcast is the sixth session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 6  focuses on Digital Capability with expert insights from Helen Dobson from Citizens Online and our lived expert Jackie.

This podcast is the fifth session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 5  focuses on Relationship Breakdown with expert insights from Jack Gillis and Farah Baldock from Gingerbread and our lived expert Helen.

This podcast is the fourth session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 4 focuses on Cognitive Impairment with expert insights from Philly Hare of Innovations in Dementia and our lived experts Wendy and George.

This podcast is the third session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 3 focuses on Economic Abuse with expert insights from Dr Nicola Sharp-Jeffs, Founder and CEO of Surviving Economic Abuse and our lived expert Annie.

This podcast is the second session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 2 focuses on Mental Health with expert insights from Emma Turner from Mind Croydon and our lived experience expert James.

Eddie Grant and Amy Goodall-Smith discuss where people get their knowledge when making financial decisions, research completed by Amy to support her MSc in Finance.

This podcast is the first session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 1 focuses on Bereavement with expert insights from Kirsty Hunt from Cruse Bereavement Support and our lived experience expert Dominic.

In this episode, Eddie Grant discusses the new Vulnerability Lived Experience series with Hannah Coffey and Jan Levy. This impactful series covers 7 episodes including Bereavement, Caring, Mental Health, Relationship Breakdown, Cognitive Impairment, Digital Capability and Economic Abuse and are full of hints and tips. Look out for these recordings over the coming weeks.

Eddie Grant and Jason Haigh discuss buy to let properties, research completed by Jason to support his MSc in Finance.

Eddie Grant and Alan Rutherford discuss Millennials in Aberdeen and their financial decisions, research completed by Alan to support his MSc in Finance.