The Advice Show: Matthew Sinclair
Loading player...
Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.
Other recent episodes
How to support vulnerable clients and spot concerning signs
Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.
Moneybox to launch new AI-led advice proposition
Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.
Compliance risks, US PE and movements in the M&A market
Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.
Three years on: How Finova Money built a fixed-fee business
Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
AML checks, choppy valuations and SJP exits
NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.