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PODCAST

The Advice Show

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

business investing

All Episodes

31:27

The Advice Show: Royal London's Jamie Jenkins

The Advice Show ·

2025/09/22

Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation. Targeted support, pencilled in for rollout from next April, is also discussed amid industry discussion over how it might shake up the landscape.

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33:58

Meet the CIO: Kevin Kidney, True Potential

The Advice Show ·

2025/09/19

Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers underperform, and his best (and worst) investment calls.

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29:30

The Advice Show - Matthew Sinclair

The Advice Show ·

2025/09/09

Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.

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34:18

Meet the Advice CIO: Charlotte Watson, Attivo...

The Advice Show ·

2025/08/11

In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.

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31:44

Meet the CIO: Will Geffen, Wise Investments

The Advice Show ·

2025/07/22

Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.

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25:16

Catherine Foot from Standard Life

The Advice Show ·

2025/07/18

Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support fits.

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31:18

'Growing up in a hotel made us gravitate towards...

The Advice Show ·

2025/06/26

The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.

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31:57

The Advice Show: Dominic Rose of MKC Wealth

The Advice Show ·

2025/06/13

On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.

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28:51

Scott Gallacher - NMA top 100

The Advice Show ·

2025/06/09

Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator.

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46:01

SJP CEO Mark FitzPatrick interview in full

The Advice Show ·

2025/05/30

Citywire's exclusive chat with the new chief executive of St James's Place on everything from fees to culture.

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32:23

Top 100 NMA: Kevin Wood of Watson Wood and Sillars

The Advice Show ·

2025/05/22

Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.

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30:11

Cash ISAs, private market pensions and PE Leaderboard

The Advice Show ·

2025/05/15

The NMA team on the week's big stories, including a scoop on cash ISA reforms and the PE Leaderboard.

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27:49

Top 100 interviews: Gavid Wood of Beckett Investment...

The Advice Show ·

2025/05/02

Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.

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25:41

SJP’s new charges and changing funds lineup under the...

The Advice Show ·

2025/04/22

Citywire’s Lawrence Lever and Daniel Grote discuss major changes at St James's Place.

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25:48

Top 100 interviews: Simon Glazier of Stewardship Wealth

The Advice Show ·

2025/04/07

Our Top 100 podcast series speaks to Scottish adviser Glazier about why he is giving clients a say in the future ownership of his firm.

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25:11

Petronella West, CEO of Investment Quorum: Building a...

The Advice Show ·

2025/03/20

Petronella West, founder and CEO of Investment Quorum, joined the Advice Show to discuss the history of the firm, its future and the state of UK financial services more generally.

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48:17

Panel: Growing your business in the digital age

The Advice Show ·

2025/03/04

Adviser panellists discuss finding your niche, AI and how to compete with bigger firms.

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29:05

What advice consolidators’ £3.4bn of debt is paying for

The Advice Show ·

2025/02/17

Citywire’s Lawrence Lever and Daniel Grote discuss levels of debt in the UK financial advice sector and the deals it is funding.

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27:54

How Columbia Threadneedle Investments delivers active...

The Advice Show ·

2025/01/22

How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds. Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot. The value of investments and income from them can go down as well as up and

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23:00

Platforms need to work with advisers

The Advice Show ·

2025/01/03

In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.

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