Money Wise UK®

Join George in this special two-part series , where the focus shifts from investments to real-life businesses . In this episode, George sits down with Sam Gee of Manning Gee Investments to explore the challenges and opportunities of launching and scaling a financial planning firm . Key topics include: ✅ Starting a financial planning business – Overcoming early hurdles and finding the right strate...

Join George as he sits down with Premier Miton's Emma Mogford for an insightful and thought-provoking conversation on key investment themes . In this episode, they explore: ✅ How confirmation bias shapes investment decisions – Are we making objective choices or just reinforcing existing beliefs? ✅ Income vs. growth investing – The pros, cons, and which strategy suits different market conditions....

In this episode, George is joined by Joe Bunting and Christoph Weidebach of Tellsons Investors for an in-depth discussion on the evolving landscape of fund management . As industry consolidation reshapes the investment world, specialist fund managers must find ways to deliver value and stay competitive . Key topics include: ✅ Active vs. passive investing – Which approach is best in today’s market...

In this episode, George sits down with David Jane, a leading income manager at Premier Miton , to explore how natural income strategies can support a more sustainable retirement . As retirees seek stable cash flow without depleting their capital, income-generating assets offer an alternative to traditional drawdown approaches. David shares his insights on: ✅ How natural income works – The key ass...

In this episode, George sits down with Richard Parkin, Head of Retirement at BNY Mellon , to unpack the FCA’s latest thematic review and its implications for retirement planning . As regulatory scrutiny intensifies , financial planners must evolve their centralised retirement strategies to meet changing expectations. Richard shares expert insights on: ✅ Key takeaways from the FCA review – What ad...