Episodes

  • Meet the Advice CIO: Charlotte Watson, Attivo Investments

    Meet the Advice CIO: Charlotte Watson, Attivo Investments
    Aug 11 2025
    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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    34 mins
  • Meet the CIO: Will Geffen, Wise Investments

    Meet the CIO: Will Geffen, Wise Investments
    Jul 22 2025
    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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    32 mins
  • Catherine Foot from Standard Life

    Catherine Foot from Standard Life
    Jul 18 2025
    Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support fits.
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    25 mins
  • 'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles

    'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles
    Jun 26 2025
    The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.
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    31 mins
  • The Advice Show: Dominic Rose of MKC Wealth

    The Advice Show: Dominic Rose of MKC Wealth
    Jun 13 2025
    On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
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    32 mins
  • Scott Gallacher - NMA top 100

    Scott Gallacher - NMA top 100
    Jun 9 2025
    Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator.
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    29 mins
  • SJP CEO Mark FitzPatrick interview in full

    SJP CEO Mark FitzPatrick interview in full
    May 30 2025
    Citywire's exclusive chat with the new chief executive of St James's Place on everything from fees to culture.
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    46 mins
  • Top 100 NMA: Kevin Wood of Watson Wood and Sillars

    Top 100 NMA: Kevin Wood of Watson Wood and Sillars
    May 22 2025
    Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
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    32 mins