LIBF Financial Adviser Podcast

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows.

In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts).

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury, Reece Edwards, Sian Davies Cole, Lee Coates and Alex Burrows.

In this episode our guest speakers discuss all things ESG in the paraplanning world.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards.

In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards.

In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning. This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with a new financial adviser podcast.

John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership.

Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!)

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards.

In this episode our guests share some tips on how to make the life of a paraplanner easier.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury.

In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid the last-minute planning and the stress it can cause.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford.

This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with a new financial adviser podcast.

John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA.

Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022. 

We are pleased to bring you the eleventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and special guest Lewis Bryford.

This episode looks at the changing face of paraplanning, and what employers are currently looking for when recruiting paraplanners.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with a new financial adviser podcast.

John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA.

This is the final part of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment.

Part three of this three part podcast explores investments, and what should advisers be thinking about when talking to their clients.

We are pleased to bring you the tenth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes.

This is part two of a two-part special podcast on clear objectives and client reports.

This episode focuses on how to get clearer objectives from clients and advisers, and how best to structure and communicate objectives back to clients.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with a new financial adviser podcast.

John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA.

This is part two of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment.

Part two of this three part podcast discusses the bonds, trusts and markets.

We are pleased to bring you the ninth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes.

This is part one of a two-part special podcast on clear objectives and client reports.

This episode focuses on why client objectives are important in the advice and communication process, and what makes a clear objective.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with again with a new financial adviser podcast.

John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA.

This is part one of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment.

Part one of this three part podcast discusses the new regulation legislation, consumer duty.

We are pleased to bring you the eighth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Michelle Wilson-Stimson, and Sarah Lees.

This episode focuses around how and where Paraplanners access and get additional technical support when needed.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with again with a new financial adviser podcast.

John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA.

Rishi Sunak announced the spring statement last week, and the team debate what this means for advisers, was it actually a mini budget? And they also discuss the newly proposed Consumer Duty of Care (CDOC).

We are pleased to bring you the sixth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Andrew Wibberley.

This episode focuses on how paraplanners can support advisers with income protection, what paraplanners should consider, and the issues faced.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you the fifth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and Georgia Sales.

This episode focuses on helping paraplanners on their journey to understand trusts, and why this is beneficial for paraplanners.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with their first Financial Advisers podcast episode of the new year.

John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and a very special guest Lee Coates OBE, Ethical Money and ESG Consultant.

With climate change a top priority for organisations and governments around the world, LIBF is bringing together key players in the finance sector to highlight organisations and activities that are making a real difference as part of our Sustainable Finance in Action project.

We are pleased to bring you the fourth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, and Michelle Wilson-Stimson.

This episode reviews 2021 and looks ahead to 2022, focusing on the bright future in the world of paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The podfolk are back with their final Financial Advisers podcast episode of the year. 

John is joined by Martin Clark from Landmark IFA, Nicola Barker from St. James’s place wealth, and our special guest Dawn Patrick, Independent Financial Adviser, Burlington Financial.

They discuss the extremely important topic of women in finance, gender disparity, and what can be done to attract more females to the industry.

We are pleased to bring you the third episode to our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and John Somerville. This episode discusses how best to build mutually beneficial relationships with advisers and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to bring you the second episode to our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Michelle Wilson-Stimson, Sian Davies-Cole and Rob Kingsbury. This episode discusses what makes a good paraplanner and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly.

We are pleased to launch a brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Michelle Wilson-Stimson, Sian Davies-Cole and Rob Kingsbury. Our first episode discusses the future of paraplanning and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly.

The Podfolk talk about how the role has evolved into an essential element of the Financial Services Profession and introduce Richard Coopers upcoming new Podcast dedicated to Paraplanners.

This episode looks at trusts and whether financial advisors should be worried about them, the use of social media, and the benefits of vitamin D.

John is joined by the usual Podfolk, David Owen from lifetime connect, Nicola Barker from St. James’s place wealth and Martin Clark from Landmark IFA.

This episode looks at the importance of paraplanners and environmental, social, and corporate governance.

John is joined by the usual Podfolk, David Owen from lifetime connect and Nicola Barker from St. James’s place wealth.

This episode breakdowns the budget and what this means for financial advisors going forward. We also discuss the upcoming webinar on retirement planning which takes place next Thursday 11 March.

Making her debut on the pod is Nicola Barker from St. James’s place wealth, and she joins Martin Clark from Landmark IFA.

Amongst more serious matters the podfolk reminisce about working together, and whether we are missing Dave Owen, or Dave is missing from the podcast… We’ll let you make your own conclusion!

This episode looks at the upcoming budget and what this means for financial advisers. John is joined by the usual Podfathers David Owen from lifetime connect and Martin Clark from Landmark IFA.

Amongst more serious matters the Podfathers touch on Elon Musk investing in Bitcoin, the cold weather, David’s love of an Oodie, and whether it’s a good time to buy stocks in Superdry.

Our latest episode looks at the year ahead and what financial advisers should be putting into their new year’s resolutions. John is joined by the usual Podfathers David Owen from Lifetime Connect and Martin Clark from Landmark IFA.

Amongst more serious matters the Podfathers touch on the Christmas and new year break, looking like ZZ Top, the good, the bad and the ugly of social media, and much much more.

Our latest episode looks at the pension market, and in particular pension transfers. John is joined by the usual podfathers David Owen from Lifetime Connect, and Martin Clark from Landmark IFA.

For our latest podcast, Dave and John talk to Martin Clark from Landmark IFA about the recent summer economic plan, later life planning and his experiences with getting back to work in the new normal and what that actually means to advisers and clients.

On this episode, we have John Somerville and David Owen talking to Al Rush on the story of British steel, non-contingent charging and the FCA. 

On this episode, we have John Somerville and David Owen talking to Darren Cooke from Red Circle Financial Planning on the current situation and the future of the industry.

On this week's episode, John Somerville and David Owen are joined by Les Pick, Head of Sales at Canada Life Home Finance to discuss the current challenges financial advisers are facing and possible solutions.

In this first episode John Somerville sits down with David Owen from Lifetime Connect to discuss all things paraplanning, how the role of the paraplanner has changed over the years and why now is the ideal time to think about becoming one.