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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.


Paraplanner profile: Focusing on the individual
I think there has been a notable shift in pension planning and retirement planning, especially since the Autumn Budget.

Roz Pacey
Aug 5, 20253 min read


Volatility and a big, beautiful recovery
The last six months have been anything but boring for investors. The adage of “sell in May and go away” failed to apply this year as global equities have rallied 14% over the last three months. The recovery since 9 April, the fateful day of President Trump’s step down from tariffs, has been 23%. While tariffs haven’t really left the headlines, they have become less of a concern as the US economy has rebounded, and America’s trading partners have rushed to sign bilateral deals

Fahad Hassan
Aug 5, 20252 min read


Creating a Centralised Investment Proposition
Charlie Parker and Chris Holdoway share the challenges and advantages of creating a successful centralised investment proposition (CIP).

Roz Pacey
Aug 5, 20251 min read


There are no silver bullets
In the third episode of our investment principles series, Charlie Parker and Fahad Hassan delve into the idea that "there are no silver bullets" in investing.

Roz Pacey
Aug 5, 20251 min read


How the advice industry is advancing
Eleanor Williams sits down with Tom Hegarty, CEO of SimplyBiz, to explore the evolving landscape of the financial advice industry.

Roz Pacey
Aug 5, 20251 min read


The big three (July 2025)
US President Trump has announced a sweeping 50% tariff on copper imports, effective 1st August, aiming to bolster domestic supply. US copper futures surged 13% following the news.

James Bluff
Jul 11, 20253 min read


Shock, awe and relief
The last quarter saw investors circle through the full spectrum of psychological states as they dealt with the consequences of President Donald Trump’s economic agenda.

Fahad Hassan
Jul 4, 20254 min read


The Anatomy of a Crisis
Charlie and Fahad delve into the complexities of market corrections, focusing on how unexpected events like President Donald Trump’s tariff announcements can trigger dramatic changes in the market.

Victoria Hayes
Jun 26, 20251 min read
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