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IFA Talk

IFA Magazine
Financial Services
Investment Opportunities
Client Advisory
Financial Advice
Artificial Intelligence
Stock Valuation
Investment Strategies
Women and Financial Advice
Energy Transition
US Economic Policy
China's Economic Growth
First-Time Buyers
Consumer Duty
Fixed Rate Mortgages
Investment Markets
Blackfinch Ventures
Glamis IFA
Regulatory Compliance
Small and Mid-Cap Stocks
Donald Trump

IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.

PublishesTwice weeklyEpisodes100Founded4 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Latest Episodes

Now live: The latest Mortgage & Property Investment special edition of IFA Talk, and the final episode of the year turns its attention to later life lending, a topic that has taken on increased importance following the October and November Budget ann... more

On this week’s episode of IFA Talk, Sue and Matt focus on one of the most talked-about topics in the advice sector right now, the Advice Guidance Boundary Review, and more specifically, the arrival of Targeted Support.

Ben Hampton, CEO of Wealth Wiz... more

In this, our last special Tax-Efficient Investment edition of IFA Talk for 2025, we’re reflecting on the recent Budget and the ramifications for EIS and VCTs. Matt and Sue are joined by Tom Wilde, from the Tax Department of UK law firm Shoosmiths, wh... more

This week on IFA Talk, Deputy Editor Jenny Hunter and Editor Sue Whitbread are joined once again by James Giblin, Fund Manager at L&G, and someone who’s had a front-row seat to one of the most unpredictable market years we’ve seen in a while.

With 2... more

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Recent Guests

Shelley Read
Senior Technical Manager at Royal London
Royal London
Episode: I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London
Paul Vincent
Co-Portfolio Manager at Ninety One
Ninety One
Episode: Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott
Will Nott
Co-Portfolio Manager at Ninety One
Ninety One
Episode: Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott
Chris Blewitt
Head of mortgage distribution at Darlington Building Society
Darlington Building Society
Episode: M&P Podcast #15: Bridging the mortgage gap with Chris Blewitt, Darlington Building Society
Ed Monk
Associate Director at Fidelity International
Fidelity International
Episode: Podcast #116: A Decade of Pension Freedoms - Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International
Simon Evan-Cook
Fund manager at Downing Fox
Downing Fox
Episode: Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook
James D'Mello
Head of IFA Distribution at Fuel Ventures
Fuel Ventures
Episode: TEI Podcast #4: The evolving VCT landscape: opportunities, challenges, and key growth sectors with James D’Mello, Fuel Ventures
Laura Suter
Director of Personal Finance at AJ Bell, involved in personal finance communication and client education.
AJ Bell
Episode: Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell's Laura Suter
Clare Moffat
Pensions expert and head of technical and marketing compliance at Royal London
Royal London
Episode: I&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat

Hosts

Matt Williams
Content editor at IFA Magazine
Sue Whitbread
Editor at IFA Magazine
Jenny Hunter
Senior Financial Journalist at IFA Magazine

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Talking Points

Recent interactions between the hosts and their guests.

I&P Podcast #9: Income protection with Lloyds Banking Group’s Rose St Louis
Q: What are the risks someone runs if they don't have income protection?
Without income protection, individuals risk exposing their hopes, aspirations, and financial stability should they be unable to work due to illness or accidents.
I&P Podcast #9: Income protection with Lloyds Banking Group’s Rose St Louis
Q: Are there any groups of people whom income protection is especially useful?
Income protection is crucial for anyone with an income, especially self-employed individuals and those with dependents, as they are more vulnerable to the loss of income.
Podcast #104: Partnering for success – working with a strategic investment partner
Q: What are some of the main challenges that advisors face in the current environment?
Advisors are struggling with the administrative burden of managing client portfolios and regulatory compliance, and therefore look to specify partners like Brooks Macdonald for support.
Podcast #104: Partnering for success – working with a strategic investment partner
Q: What are some of the current trends in investment management for advisors?
Advisors are increasingly moving away from managing portfolios themselves and opting to partner with firms like Brooks Macdonald due to regulatory pressures and the complexities involved in managing client portfolios.
Podcast #99: Opportunities for closing the advice gap AND helping advice businesses to build scale - with Octopus Money’s Ruth Handcock
Q: What do you see coming next for tech innovation in financial services?
Ruth stated that technology should solve big customer problems, pointing out the importance of serving smaller clients more efficiently and the potential for retail investors to access private markets through new tech innovations.

Audience Metrics

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Frequently Asked Questions About IFA Talk

What is IFA Talk about and what kind of topics does it cover?

This podcast offers insightful discussions on key trends and vital issues in the financial and investment sectors, with a clear focus on enhancing the understanding of financial services among its listeners. Each episode features exclusive interviews with leading professionals who share their expertise and experiences, shedding light on the economic landscape. Topics frequently covered include market volatility, retirement planning, financial protection, gender diversity in finance, and investment strategies, making it a valuable resource for financial advisors and investors alike. The emphasis on real-world implications of financial decisions sets this podcast apart, likely appealing to those looking for actionable insights in today's rapi... more

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Which podcasts are similar to IFA Talk?

These podcasts share a similar audience with IFA Talk:

1. On The Money
2. AJ Bell Money & Markets
3. This is Money Podcast
4. Investors' Chronicle
5. Switch Your Money On

How many episodes of IFA Talk are there?

IFA Talk launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact IFA Talk?

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What guests have appeared on IFA Talk?

Recent guests on IFA Talk include:

1. Shelley Read
2. Paul Vincent
3. Will Nott
4. Chris Blewitt
5. Ed Monk
6. Simon Evan-Cook
7. James D'Mello
8. Laura Suter

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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