The Advice Show

The Advice Show

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

Episodes

AML checks, choppy valuations and SJP exits

July 17, 2026 • 21 mins
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.
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Gary Abela: AI is putting pressure on advice valuations

June 25, 2026 • 29 mins
The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI, and how it is affecting advice valuations and fees.
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The Advice Show: Mike Ambery on the Pensions Commission

May 28, 2026 • 32 mins
Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.
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The Advice Show: PWM’s Fiona Oliver

May 20, 2026 • 25 mins
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.
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The Advice Show: Chris Jones

April 24, 2026 • 33 mins
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.
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Platform One: We get excited about AI, implementation is a different story

April 2, 2026 • 28 mins
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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Hayley Rabbets: There's nowhere to put new advisers

March 20, 2026 • 31 mins
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
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The risers and fallers in Citywire’s PE Leaderboard

March 3, 2026 • 27 mins
Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
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FCA director: We want consolidators to think about incentives

February 26, 2026 • 23 mins
Laura Dawes, the FCA’s director of authorisations, joins the Advice Show to discuss how the regulator is handling authorisations, what advice firms can do to make applications smooth and how the regulator still thinks about advice firm phoenixing. Dawes also discusses the regulator’s consolidator review last year, and how the FCA wants consolidators to think about adviser incentives when it does deals, to best manage co...
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Connor Broadley’s MD on picking the right tech for the £750m firm

February 6, 2026 • 33 mins
Alex Twiss, the managing director of London advice firm Connor Broadley, joins the Advice Show to discuss the firm’s AI provider Saturn and how he thinks the technology could soon be writing advisers’ suitability reports. In the podcast Twiss also says his firm is reviewing platform providers and discusses the keys to getting the best out of his financial planning team.
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The Advice Show: Ben Hampton

January 16, 2026 • 28 mins
Ben Hampton joins The Advice Show this week to discuss Wealth Wizards, the business he heads, as well as targeted support, value for money and Royal London.
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The Advice Show: Matthew Sinclair 

December 9, 2025 • 28 mins
Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.
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The Advice Show: Schroders

November 26, 2025 • 38 mins
Rich Fox, head of public policy, and Ronan O'Riordan, head of UK institutional business development, joined the podcast to discuss pensions policy, the Budget and forthcoming policy initiatives from Schroders.
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The Advice Show: Sean Standerwick

November 20, 2025 • 38 mins
Sean Standerwick, director of MLP Wealth in Surrey, joins The Advice Show this week to discuss his journey into financial advice, buying the firm off his dad with his brother and what clients are saying to him ahead of the Budget.
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The Advice Show: Mike Ambery joins to discuss the Budget

November 14, 2025 • 32 mins
Standard Life's Mike Ambery joins the Show this week two weeks out from the most hotly anticipated and discussed Budget in living memory. What might Rachel Reeves do, and what measures can the country expect as she looks to write off some of the deficit?
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The Advice Show: Royal London's Jamie Jenkins

September 22, 2025 • 31 mins
Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation. Targeted support, pencilled in for rollout from next April, is also discussed amid industry discussi...
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Meet the CIO: Kevin Kidney, True Potential

September 19, 2025 • 33 mins
Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers underperform, and his best (and worst) investment calls.
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The Advice Show - Matthew Sinclair

September 9, 2025 • 29 mins
Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate.

He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.
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Meet the Advice CIO: Charlotte Watson, Attivo Investments

August 11, 2025 • 34 mins
In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.
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Meet the CIO: Will Geffen, Wise Investments

July 22, 2025 • 31 mins
Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.
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