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The Advice Show

Citywire
Artificial Intelligence
Pensions
Private Equity
United Kingdom
Pensions Commission
FCA
Automatic Enrolment
MKC Wealth
Evergreen
Platform One
SEI
State Pension
Pension Adequacy
MLP Wealth
Consolidation
Verve Foundation
Defined Contribution Pensions
Attivo Investments
Private Markets
Pension Schemes Bill

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

PublishesTwice monthlyEpisodes279Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Advice Show

Latest Episodes

Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.

The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.

Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice.

Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.

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Recent Guests

Mike Ambery
Retirement and Savings Director at Standard Life
Standard Life
Episode: The Advice Show: Mike Ambery on the Pensions Commission
Chris Jones
Dynamic Planner's Financial Services Director
Dynamic Planner
Episode: The Advice Show: Chris Jones
Alex Cowan-Sanluis
CEO of Platform One
Platform One
Episode: Platform One: We get excited about AI, implementation is a different story
Hayley Rabbets
Head of Evergreen, former leader of the Verve Foundation initiatives
Evergreen; Verve Foundation
Episode: Hayley Rabbets: There's nowhere to put new advisers
Dan Grote
Citywire data editor and former NNA editor
Citywire
Episode: The risers and fallers in Citywire’s PE Leaderboard
Laura Dawes
Head of Authorizations at the FCA
Financial Conduct Authority
Episode: FCA director: We want consolidators to think about incentives
Alex Twiss
Executive/Managing Director at Connor Broadley
Connor Broadley
Episode: Connor Broadley’s MD on picking the right tech for the £750m firm
Ben Hampton
CEO of Royal London's Advice Proposition, and Wealth Wizards
Royal London; Wealth Wizards
Episode: The Advice Show: Ben Hampton
Rich Fox
Representative from Schroders
Schroders
Episode: The Advice Show: Schroders

Host

Victoria Bell
Deputy Editor at the NMA; Host of the show

Reviews

4.5 out of 5 stars from 12 ratings
  • Relevant, engaging and the best financial services pod by far!

    Oli and his team have created something with fabulous content and the interview technique is exceptional. Well done and thank you.

    Apple Podcasts
    5
    notadwarf
    United Kingdom7 years ago
  • Boom

    Insightful, thought provoking, reverential. And bite-sized. Keep up the good work!

    Apple Podcasts
    5
    Faith_Liversedge
    United Kingdom7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Engaging and insightful conversations with clear industry takeaways.
Consistently strong on technology and regulatory impact in advisory.
High-caliber guests and practical finance insights.

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Talking Points

Recent interactions between the hosts and their guests.

Catherine Foot from Standard Life
Q: What is the biggest challenge to retirement adequacy in the coming decades?
The guest identifies the adequacy of savings for many people, especially as DB schemes wane and DC pots grow, with modelling suggesting shortfalls will peak in the early 2040s, necessitating policy and practical reforms.
Meet the CIO: Will Geffen, Wise Investments
Q: How do you view themes like healthcare and technology in the context of current market dynamics?
Healthcare has strong long-term fundamentals but has faced short-term volatility; technology remains a driver but valuations matter. They focus on high-quality, moaty companies with durable margins and are cautious about chasing hot sectors during cycles.
Meet the CIO: Will Geffen, Wise Investments
Q: What is your process for fund selection and how do you decide which sectors to overweight or underweight?
The process involves screening global markets (e.g., Japan) for managers who have shown disciplined outperformance, meeting with shortlisted funds to assess whether they align with current market views, and balancing tactical calls with a strong core exposure to avoid overtrading.
Meet the Advice CIO: Charlotte Watson, Attivo Investments
Q: How do you communicate this new environment and strategy to clients?
We focus on consumer understanding and training financial planners with clear, relatable literature and scenarios that explain why models changed, how goals drive decisions, and how to present a consistent, long-term journey for clients despite volatility.
Meet the Advice CIO: Charlotte Watson, Attivo Investments
Q: What was it like becoming CIO of back then at such a young age?
I started as an investment manager, earned a seat on the leadership path, and built a plan to shift from advisory-led models to discretionary management, which required earning trust and assembling a capable team to deliver a new client proposition.

Audience Metrics

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Frequently Asked Questions About The Advice Show

What is The Advice Show about and what kind of topics does it cover?

This show centers on practical strategies and regulatory developments in financial planning, with heavy emphasis on technology, AI, and platform innovations shaping advisory services. Across episodes, listeners encounter discussions about independence, consolidation, and how firms navigate compliance while expanding access to advice through modern delivery models, fixed-fee structures, and targeted support. The conversations frequently feature industry regulators, platform leaders, and senior practitioners who share hands-on insights into implementing AI, data strategies, and client-centric service models. A notable strength is the blend of policy context, technology adoption, and real-world planning tactics, making it valuable for professi... more

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Which podcasts are similar to The Advice Show?

These podcasts share a similar audience with The Advice Show:

1. TRAP: The Real Adviser Podcast
2. Merryn Talks Money
3. The Rest Is Money
4. AJ Bell Money & Markets
5. This is Money Podcast

How many episodes of The Advice Show are there?

The Advice Show launched 9 years ago and published 279 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 The Advice Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Advice Show?

Recent guests on The Advice Show include:

1. Mike Ambery
2. Chris Jones
3. Alex Cowan-Sanluis
4. Hayley Rabbets
5. Dan Grote
6. Laura Dawes
7. Alex Twiss
8. Ben Hampton

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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