The AdviserTech Show

Beyond The Capital is the podcast series from SuperTech that explores the professional services tech scene outside of London. We’re also on the AdviserTech Show podcast feed. This is a special four-part mini-series in partnership with the Women in Finance Collective, a new network to promote and support women who work in finance and fintech across the Midlands. In this episode, we spotlight the ne...

In this episode of Beyond the Capital, host Hilary Smyth-Allen explores how psychology can shape better decision-making and leadership in high-pressure environments. She’s joined by Amira Norris, Financial Services Consultant and Co-Founder of The Mentor Standard, and Julie Goddard, Leadership Coach, Business Psychologist, and Founder of The Success Architect. Together, they delve into how trust,...

In this episode of Beyond the Capital, host Hilary Smith is joined by Kim Jenkins, Chief Operating Officer at fintech start-up Good Afternoon, and Liz Basten, Founder of marketing agency Kiss My Brand. Together, they explore how women in finance and fintech can take control of their visibility, build confidence, and create a personal brand that opens doors. The discussion dives into the realities...

Tessa Lee, Managing Director at Moneyinfo, and Gemma Lounge, Director of Operations at Jigsaw Tree. Together they share how the Women in Finance Collective was founded and why it is already becoming a vital community for women working in finance and fintech across the Midlands. The discussion looks at the reality of being a woman in financial services, where many still find themselves as the only...

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, sits down with Gary Shepherd, Business Development Director at Sprint, to take a fascinating deep dive into over 50 years of experience they have both amassed in financial services and adviser technology. Gary reminisces the highlights of his career journey, from driving around with a full tower PC, to falling off...

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, engages in a fascinating conversation with Oliver and Katherine, co-founders of Six Degrees, about rethinking the wealth conversation. Discover how their unique blend of financial expertise and personal philosophy sets Six Degrees apart in the financial advisory landscape. Oliver and Katherine discuss how wealth ma...

In this episode of the AdviserTech Show, moneyinfo’s Managing Director, Tessa Lee, speaks with Curtis Berry, Client Experience Manager at TFP Financial Planning. They discuss TFP's innovative financial planning strategies and the crucial role of technology in enhancing client service. Curtis shares his path into financial planning, influenced by his father's career as a financial investigator. He...

In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee talks with Sally Meritt, co-founder and CEO of Evotra. They discuss the crucial role of technology in wealth management. “We started Evotra to help businesses bridge the gap between their tech teams and day-to-day operations,” says Sally, sharing her journey from a Chartered Wealth Manager to a tech leader. Sally exp...

Join us for an engaging episode of The AdviserTech Show as Tessa Lee, Managing Director of moneyinfo, sits down with Ola Abdul, CEO and founder of Fundment. Discover how Ola transitioned from a background in economics and roles at Aberdeen Asset Management and BlackRock to pioneering innovation in the financial advisory space with Fundment. In this episode, Ola shares the inspiration behind Fundme...

In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee engages in a captivating conversation with Dan McMahon, the Head of Technology and Innovation at Hyman Robertson Personal Wealth. “The only way you’re going to close the advice gap is if tech is doing more and more of the heavy lifting, so that’s really my mission as head of tech in this space”, Dan shares his unconv...

In this episode of The AdviserTech Show, Tessa Lee, the Managing Director of moneyinfo, sits down with Henry Cobb, Founder and Head of Research at Elston Consulting, for an insightful exploration of the financial services industry. Henry unfolds his journey from a guide analyst at Schroders to the visionary founder of Elston Consulting in 2012. Motivated by anticipated regulatory changes such as R...

How does Matt Jeffery know so much about the things that keep advisers awake at night? Being a Senior Manager at Alpha FMC, Matt has a broad knowledge of the pressing challenges that financial advisers face day-to-day. In this insightful episode of The AdviserTech Show, Matt and Tessa delve into the intricacies of adviser tech, highlighting transformative strategies and insights that not only addr...

Ruth Handcock, CEO of Octopus Money, takes the spotlight in an enlightening episode of The AdviserTech Show. Ruth talks to moneyinfo’s Managing Director, Tessa Lee, about her diverse experience, including running Octopus Investments and setting up a challenger bank. She also mentions the prevailing issue of the advice gap within the financial sector, and Octopus Money's mission to provide access t...

Cathi Harrison, CEO of the Verve Group joins moneyinfo’s Managing Director, Tessa Lee on the first episode of Season 3 of The AdviserTech Show. Cathi shares her journey in the financial services industry, a path she found when her curiosity was piqued by a friend's inheritance and the need for financial advice. Despite not initially studying finance, Cathi started her career as an administrator at...

Adam Leci and Sandra Paul from Prestwood Software discuss how different technologies have made their way into the financial sector, as well as how consumers generally expect free technology to be adopted and to make things easier, rather than be expensive and complicated. Sandra elaborates on how gradually over time, the demand for Advisers to learn new technologies has increased. For example afte...

Matthew Clark gives an insight into the different opportunities that have arisen from the tools that financial technology has to offer on how to best serve clients looking to pass on their wealth. In this podcast episode, Matthew discusses the ways Old Mill have tackled challenges that come with intergenerational wealth planning, especially in the current fast changing landscape amplified by the i...

Improving your business isn’t easy, it might be a process that requires an adviser who can give you confidence that the decisions you are making are the right ones. This in itself is a bit like the financial advisory and planning process, as you need a human relationship with somebody who can give you reassurance that you are navigating the right route through a winding forest. Chris Baigent-Reed...

David Ferguson chats to us about his early experiences of dealing with tech companies, including moneyinfo, and knowledge obtained of 10 years in his time as founder and CEO of Nucleus Financial Group. David believes platforms shouldn’t have a ‘walled garden’ around them, and although it’s not a widely held view, no one system can do everything … for everybody! In this episode David talks about ho...

The task of connecting with the next generation of clients is a necessary challenge for Advisers who don’t want to get left behind. It’s also a job that Rob Tedder, UK Account Manager for Conquest Planning, is familiar with. Rob’s goal is to get every client with a live financial plan that they interact with and understand the output.  “If a business isn’t interacting with a multi-generation of cl...

Abraham Okusanya discussed how he has seen financial planning business process change over the years, the impact that technology like Timeline has had on the adviser technology market, and the next steps for the industry. In particular, Abraham states that the main differences he has seen over time is that advisers are caring less about the investing side of business, and more about developing a p...

The Consumer Duty All-Stars featuring moneyinfo, Money Alive, and Model Office In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guests Andy Kirby Director at Money Alive, and Chris Davies Founder of Model Office to discuss how their technology can support financial planning and wealth management firms to meet their Consumer Duty obligations...

In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guest Wendy Fisher, Regional Manager at Progeny to discuss the processes of adopting and implementing new client facing technology in a progressive and expanding planning firm with big aspirations. When Progeny adopted moneyinfo right at the start of the pandemic, they had to think on their f...

Tune in to this episode of AdviserTech Unplugged where our Head of Marketing, Oliver Jenkins chats to Anthony Villis, Managing Director at First Wealth about their journey to becoming a certified B-Corp. If you’re unaware of what a B-Corp is, and how they are changing the way businesses around the globe are beginning to put purpose before profit, this is a great place to start! First Wealth is a c...

AdviserTech Unplugged welcomed Financial Planner Giselle Clayton, who spoke to us about the development of her career in finance, the diverse experience she has acquired, and the hurdles she overcame as a young woman to get where she is today. Giselle has seen many changes since working in finance and discusses the challenges she faced. One of the biggest was the attitudes towards women in the fin...

This episode of AdviserTech Unplugged features Anna Wren, Administration Manager at Motus Financial Planning. Anna discusses how Motus have approached integrating moneyinfo into their business, and how she has implemented new ways of working into their everyday processes to bring Motus closer than ever to their clients. Motus provides financial planning services to a wide range of professional cli...