Episodes

  • SOFI meets... Ed Gascoigne
    Oct 17 2025

    Stuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of deep empathy in understanding clients' needs and why financial planning has never been more crucial in today's world of rising taxes and longer lifespans

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    17 mins
  • SOFI meets... Jenny Segal
    Oct 10 2025

    Jenny Segal, author and workplace culture expert, joins Stuart Breyer to explore why resilience is not just a soft skill but a strategic capability for businesses. She shares insights from her research showing that 38% of resilience trials are work-related and how "people are a compounding asset" that organisations must invest in.

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    13 mins
  • SOFI meets... Alexandra Loydon
    Oct 3 2025

    Alexandra Loydon, Group Director of Advice at St James' Place, joins Stuart Breyer to explore how AI is transforming financial advice delivery without replacing advisors. Alex shares how SJP is using tools like Chat SJP to help advisors navigate complex frameworks, enabling them to spend more time with clients.

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    11 mins
  • SOFI meets... Rob Gardner – Nature as an Asset Class & Building Financial Resilience
    Sep 23 2025

    Discover how nature can become an investable asset. In this pilot episode, Rob Gardner—CEO & co-founder of Rebalance Earth—shares lessons from co-founding Redington, launching RedSTART, and now positioning nature itself as an asset class with our CEO and host, Stuart Breyer.

    We explore:
    • Why financial resilience and environmental resilience are linked
    • How integrating financial strategies can tackle climate change & biodiversity loss
    • Rob’s journey from pensions to planetary impact
    🔗 Learn more about SOFI.ai

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    20 mins