The Money Marketing Podcast

In Conversation With… Sally Plant, Head Of Financial Planning, CISI & Adam Owen, Head of Content, Nextgen Planners

CISI and NextGen Planners joined forces to launch a new scholarship programme to create a new pathway for new talent joining the financial planning profession. In the latest episode of In Conversation With, Kimberley Dondo is joined by Sally Plant, Head Of Financial Planning, CISI & Adam Owen, Head of Content, Nextgen Planners to discuss how the programme came together and where they hope to see it grow.
 
 
Those wanting to register their interest ahead of the application process opening should email contact@nextgenplanners.co.uk

Will the crypto winter be over soon?

In his latest Weekend Essay, reporter, Momodou Musa Touray asks Will the crypto winter be over soon?

In Conversation With…Charlene Coulbeck

Kimberley Dondo is joined by, Charted financial planner, Charlene Coulbeck from Informed Financial Planning to discuss her entrance into financial services and what it means to be fully accredited with the Society of Later Life Advisers.

Month in Review - October 2022

The Money Marketing editorial team came together to discuss the political upheaval and standout stories from October. They also give a sneak peek into the November issue.

What Strictly Come Dancing can teach politicians

In his latest Weekend Essay, acting editor, Michael Klimes examines the tumultuous political climate and what politicians could learn from Strictly Come Dancing.

In Conversation With…Ben Dyson

In the latest episode of In Conversation With, Kimberley Dondo is joined by Benjamin Dyson, Chartered Financial Adviser at Foresight Wealth Strategists. They discuss his unique entrance into financial services and his insights into changes in financial services.

Investing in art

After delving into the world of alternative investments, chief reporter, Lois Vallely looks into whether art is a good investment.
 

In Conversation With…Tom Henshaw

In the latest episode of In Conversation With, Kimberley Dondo is joined byChartered Financial Planner, Bowmore Wealth Group, Tom Henshaw. They discuss the process of inheriting clients and what is necessary to attract new talent.

Market trends series – Retirement planning 101

In the final episode, Lois Vallely, chief reporter at Money Marketing, and Colin Simmons, business development manager at Pru, talk about retirement planning. We look at some of the different ways a client in decumulation can take an income, as well as top tips for accumulation against the backdrop of the current economic uncertainty and cost of living crisis.

Why I’ve warmed to digital and hybrid advice

In her latest Weekend Essay, feature writer, Amanda Newman Smith explains how her stance on digital and hybrid advice has evolved.