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Insights
Wisdom Shared podcast
Tune in as we host various guests to explore topics affecting the adviser community and to hear our latest views on investment markets.


Cautious optimism in a shifting landscape
Amid heightened geopolitical tensions, policy divergence and persistent questions around the strength of global demand, investors continue to navigate a complex and often contradictory macroeconomic environment.

James Bluff
May 303 min read


Not out of the woods yet
As we move further into spring, we can take comfort that some fears of recession have receded as tariff pressures have eased. Yet the new...

Daksh Ahuja
May 232 min read


Addressing vulnerability: Supporting advisers and their clients
Financial advisers are vital in helping clients navigate life's unforeseen challenges. All clients are at risk of becoming vulnerable and may move in and out of vulnerable circumstances at any stage; recognising and addressing these needs is crucial for delivering genuinely effective financial advice.

Victoria Hayes
May 222 min read


How to thrive as a new adviser
In this episode Sarah Kennedy explores the challenges new advisers face and strategies to thrive.

Roz Pacey
May 221 min read


A recovery, but no chickens counted here
When crises hit, they always seem new, unexpected and shocking. They cause us to worry whether markets can really ever recover. This is the essence of shocks; they are, to offer a truism, unexpected.

Charlie Parker
May 162 min read


The big three (May 2025)
1. UK and US reach a deal On 8th May, the US and UK announced a preliminary trade agreement aimed at easing recent transatlantic tensions...

James Bluff
May 92 min read


Building success with a low client-to-adviser ratio
In this episode, host Charlie Parker visits Inverness to meet with professional advisers, Watson Wood Financial Planning.

Roz Pacey
May 91 min read


Watchful waiting through the first 100 days of President Trump mark two
We have just passed the milestone for the first 100 days of the second presidency of Donald Trump. He greeted the milestone with a rally...

Charlie Parker
May 25 min read
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