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Episode 48 - Cash vs investments
In this episode, Ian Robinson and Shaun Braybrook discuss the role cash plays within client portfolios and the considerations to note. Their conversation centres around several important themes,…
Episode 47 - Addressing the Autumn Budget announcements
In this episode, Neil Clarke and Shaun Braybrook discuss the tax-related changes announced by Labour in the Autumn Budget. Their conversation centres around the announcements made by the Chancellor,…
Episode 45 - Addressing speculation ahead of Labour's first Budget
In this episode, Neil Clarke and Shaun Braybrook discuss the rumours they have heard ahead of the Budget and the likelihood of Labour making specific tax-related changes. They discuss: pension…
Episode 44 - What to expect from your first financial planning meeting
In this episode, Nathan Munt and Emma Hannon reveal what you can expect from your first financial planning meeting and how to prepare. Within their conversation, they cover: the purpose of this…
Episode 42 - How to choose the right financial planner
In this episode, Nathan Munt and Emma Hannon discuss some of the things you must consider when seeking a financial planner to assist you. Within their conversation, they cover: the difference…
Episode 41 - Market commentary with Brooks MacDonald (May 2024)
In this episode, Neil Clarke discusses the current and future state of the financial markets with Henrietta Walker. The key topics include: - interest rates in the US vs the UK; - inflation; - the…
Episode 40 - What changes to pension rules could mean for you
In this episode, Josh Cushion and Paul Thurston discuss the changes to pension rules which came into effect from April 2024 and how this could impact you. Within their conversation, they cover: …
Episode 38 - Retirement planning considerations
In this episode, Neil Clarke and Shaun Braybrook discuss the retirement planning considerations that you must take into account to live the life you wish to once you retire. Within their…
Episode 37 - In the news (January 2024)
In this episode, Ian Robinson talks through some of the topical financial news stories from the month. The stories discussed in this episode include: mortgage lenders beginning to reduce rates; …
Episode 33 - Market commentary with Brooks Macdonald (May 2023)
Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. The key topics include: – Inflationary drivers;–…
Episode 29 - The importance of personal insurance protection
In this episode of In the know, Independent Financial Planner, Jasmina Grabham, is joined by Gregor Sked (Royal London). Their conversation focuses on the importance of personal insurance protection…
Episode 27 - Exploring ESG investments
In this episode, Paul Thurston (Head of Research and Projects) discusses ESG investments in depth with Tiziana Maida. Key themes from their conversation include: How ESG differs from ethical…
Episode 24 - Market commentary with Brooks MacDonald (March 2022)
Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. Their discussion provides clarity on the fallout of…
Episode 23 - Involving your financial planner when transferring wealth
In this episode, Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they…
Episode 21 - Transferring Wealth
In this episode, Mark Brown and Sarah Maguire discuss why you may wish to transfer wealth (gift) to family and charitable causes you care about, whilst explaining how you may do so. Throughout the…
Episode 19 - What are Intergenerational Wealth Transfers?
Listen in as Mark Brown and Neil Clarke discuss Intergenerational Wealth Transfers, the first of three informative conversations. In this episode, they provide an in depth background concerning…
Episode 17 – The importance of Lasting Powers of Attorney
Listen in as Chartered Financial Planner, Nathan Munt, discusses Lasting Powers of Attorney (LPAs) with Josh Dunstone. Josh is a Solicitor at Spire Solicitors, who are based in Norfolk. He…
Episode 15 - Defining the value of financial advice
Listen in as Director and Independent Financial Planner, Neil Clarke, discusses the value of financial advice with Nathan Munt. Nathan is a Chartered Financial Planner at Lucas Fettes. Their…
Episode 13 (Solicitor special) - Working with vulnerable clients
Client vulnerability is an extremely sensitive area of client care and requires a careful and responsible approach. Join Managing Director, Mark Brown, as he discusses this area with David…
Episode 12 - Market commentary with Brooks MacDonald (March 2021)
Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. This includes the outlook of the markets following…
Frequently Asked Questions
In the know has published 29 episodes since October 2020, covering topics in Business, Investing.
In the know is currently sporadic with new episodes every 2 months. Average episode length is 14m.
Sign up on Grep.FM to access contact details for In the know, including email and social media links.
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