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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.


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 23, 20252 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 22, 20252 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 22, 20251 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 16, 20252 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 9, 20252 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 9, 20251 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 2, 20255 min read


100 days of trump
This episode explores the first 100 days of Donald Trump's second presidency, looking at his impact on the economy, market volatility and shifting trade dynamics.

Victoria Hayes
Apr 29, 20251 min read
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