The Money Marketing Podcast

Podcast: Spring Budget 2024 Analysis with Chris Jones from Dynamic Planner

In the latest episode of the Money Marketing Podcast, the editorial team is joined by special guest Chris Jones from Dynamic Planner to dissect the implications of the Spring Budget 2024. Together, they dissect the recently announced Spring Budget 2024, analysing its key measures and potential implications for various aspects of the financial landscape. Listen now:

In Conversation With... Cathi Harrison, CEO at The Verve Group

In this episode of In Conversation With, Lois Vallely is joined by Cathi Harrison, CEO at The Verve Group, as they delve into the challenges and opportunities facing financial advisers. With International Women's Day on the horizon, they also explore what's needed to attract diverse talent and more women into the industry. Listen now:

Weekend Essay: New mums have enough on their plate without dangerous ‘advice’ to contend with

In this Weekend Essay, Maria Nicholls delves into the world of parenting podcasts, shedding light on the dangers of misleading financial 'advice' for new mums. Tune in for a thought-provoking discussion on securing financial futures amidst the challenges of motherhood.

Month in Review – February 2024

Tune in to our latest Money Marketing podcast as we recap the ups and downs of February and give you a glimpse of what's in store for our March issue. Don't miss out on this special episode! Listen now:

In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.

Weekend Essay: And now for something completely familiar

In his Weekend Essay, Tom Browne delves into a spat between ex-Monty Python stars Eric Idle and John Cleese, shedding light on their history of bickering and the financial challenges faced by Idle at 80. Listen in for a quick exploration of fame, fortune, and the importance of sound financial planning:

In Conversation With... Franklin Templeton's UK Country Head, Martyn Gilbey: Insights into Asset Management and Market Trends

Gain insights into the asset management landscape with the latest episode of "In Conversation With." Host Kimberley Dondo engages in a thought-provoking discussion with Martyn Gilbey, UK Country Head at Franklin Templeton. Delve into topics such as Franklin Templeton's strategic focus, prevailing market trends, evolving client demands, and more. Listen now:

Weekend Essay: Being single is so expensive

In her Weekend Essay, Lois Vallely reflects on the financial implications of being single. From the soaring costs of living independently to the retirement savings struggle, she uncovers the harsh realities faced by single individuals. With insights into the challenges of finding affordable housing and saving for retirement on a single income, Lois sheds light on the hidden costs of flying solo. Listen now:

In Conversation With…Nathan Waldron and Ryan Nobbs, Evergreen Financial Planning

It is not easy starting your own financial advice firm, and it is not easy bringing two businesses together. Nathan Waldron and Ryan Nobbs have done both in the space of three years.
Waldron launched Waldron and Co in 2021, to offer advice which covers a range of financial areas including retirement planning, protection, investments and estate planning.
Nobbs launched RN Financial Planning, also in 2021.
In October last year, the pair combined their two businesses to create Evergreen Financial Planning.
“We spoke every day anyway,” says Nobbs. “We’d always bounce ideas off each other and talk through cases to make sure we weren’t going crazy when something seemed a bit odd.
“Someone said to us: ‘Well why haven’t you [brought your businesses together yet?’ And we though: ‘Good question, why haven’t we done it?’”
“It was one of those things that somebody says to you, and at the time you go: ‘Oh yeah’,” says Waldron. “But later that evening I started thinking: ‘Actually, that's a really good idea.’”
The pair puts their success down to the fact they have different interests and skills.
Waldron has a knack for simplifying even the most convoluted financial concepts, making them accessible and relatable to everyone.
On the flip side, Nobbs is a strategic mastermind, who excels at mapping out financial pathways tailored to individual needs.
“It’s not just about bringing two great businesses together,” says Waldron.
“You have to have that synergy, but also be able to fill each other's voids.
“Ryan's really focused on spreadsheets, figures and things like that. I do like numbers as well. Do you see what I mean? But that’s Ryan’s focus.
“My strength is looking at how we can create more business, reach more clients and interact in different ways, marketing etc.
“We have the same work ethic, but we’re doing different things. So when you put that together, it fills everything. That’s the real big secret to this.”
The pair want Evergreen Financial Planning to “revolutionise” how clients experience finance and financial advice.
The business takes a “holistic, client-centric approach” to uplift financial wellbeing across retirement, investment, insurance, and estate planning.
They also want the business to be a place where new advisers can learn the profession.
“We’ve already taken on two advisers, and they are new to advice.,” says Waldron.
“What we want to do for them is create an atmosphere where they can ask, they can learn, they’ve got support from us all of the time, they’ve got support from M&G as well when needed.
“We want to make that journey really easy for them.”

Weekend Essay: My wake-up call

Join Darius McQuaid as he reflects on his journey as a reporter at Money Marketing and the surprising realization that prompted him to take a closer look at his own financial standing. From the pressing need for a financial roadmap to insights into financial planning statistics, Darius shares his personal wake-up call and the shift in perspective towards securing his financial future. Listen now