Susanne Chishti is CEO of FINTECH Circle, Europe’s first Angel Network focused on FinTech opportunities. The financial technology, or fintech, sector is booming. Entrepreneurs, bankers, consultants, investors and asset managers are scrambling for more information: Who are the key players? What’s driving the explosive growth? What are the risks? My guest on the podcast today […]
Millennial financial planning with Informed Choice paraplanner and trainee financial planner Andy Bodman, in this episode of Informed Choice Radio. Today on the show, I’m joined by my colleague Andy Bodman, paraplanner at Informed Choice and soon to be financial planner, to discuss millennial financial planning issues. Everything you wanted to know about millennial financial […]
What good is excellent advice if you don’t follow it? As a financial planner, I know that when my advice goes unimplemented, the well-being of my clients is compromised, opportunities are lost, and the professional relationship grows strained. My guest on the podcast today has written an excellent new book, taking aim at the problem […]
Interest rates went up this week, for only the second time in nearly a decade. In this episode, we’re looking at the factors behind the rate rise decision and what it means for your personal finances. There’s also a roundup of the latest personal finance news, and some updates from the world of Informed Choice […]
How does money figure into a happy life? In his new book The Geometry of Wealth, behavioral finance expert Dr Brian Portnoy delivers an inspired answer to this important question. He builds on the critical distinction between being rich and being wealthy. While being rich can be described as an unsatisfying treadmill, being wealthy is […]
In this episode, I’m looking at the a new Treasury Committee report about household finances. We’ve got high levels of debt and low levels of savings; and the government think they can do more to help us. And if you believe that, you’ll believe anything! There’s also a roundup of the latest personal finance news […]
For almost 50 years the simplest investment solution was often the best. A balanced portfolio of stocks and bonds provided most investors with a comfortable retirement. Unfortunately, this approach is now unlikely to work. Retirement is longer, private company pensions are a thing of the past and interest rates are at historic lows. Investors need […]
In this episode I’m talking about resolving problems with your financial adviser or financial planner. My inspiration for this episode came from two places. Firstly, a Sky News article with the title Ex-GP hired hitman on dark web to kill financial adviser after losing £300k, court hears. Secondly, our annual regulatory fee invoice arrived this […]
Earlier this year, Melinda Gates wrote in an op-ed published in Quartz that she and her husband, Bill Gates, would be donating $170 million to empower women all around the world economically. Gates later wrote that the research indicated that economic power was “the most promising entry point for gender equality.” She and many others […]
This week I’ve been in Port Talbot in South Wales, for the Great Pension Debate II. In this episode, I’m sharing the story of why this conference was held in this seaside town in South Wales and some of the key points coming out of the two days. I would love to hear your […]
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