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Investment Management
Investment Strategies
Castlebay
Financial Advice
Financial Planning
Regulation
ESG
Client Relationships
Retirement Planning
Active Management
Factor Investing
UK Equity Fund
Castlefield Investment Partners
Confirmation Bias
Market Trends
Active Management Vs Passive Management
Manning Gee Investments
Passive Investing
Technological Change
Bioprocessing

Welcome to the Money Wise UK® Podcast – your go-to for expert insights on investments, business, and more. Hosted by George, founder of Money Wise UK®, we champion independent thinking in finance. Tune in for the latest trends, strategies, and ideas shaping financial advice. ⭐ Terrific podcast! ⭐ Highly recommend ⭐ Excellent listen ⭐ Great content. Please note: we do not provide specific advice. F... more

PublishesTwice monthlyEpisodes28Founded10 months ago
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Artwork for Money Wise UK®

Latest Episodes

In this episode, George Ladds is joined by Gervais Williams, veteran fund manager, author, and long-standing advocate for UK equities. Gervais shares his journey from engineering into investment management and reflects on over three decades of naviga... more

In this episode, George Ladds sits down with Benji Dawes, co-manager of the Premier Miton UK Growth Fund, to explore why UK equities, particularly small and mid-caps, may offer one of the most compelling opportunities for long-term investors.

Benji ... more

In this episode of the Money Wise UK Podcast, host George Ladds speaks with Matthew Spencer of Orbis Investments — one of the most distinctive voices in the world of multi-asset investing.

Matthew shares his journey from aspiring sports coach in Sou... more

How far should you diversify before you dilute returns? In this episode, George sits down with Damian Bird, Portfolio Manager for Polen Capital’s Emerging Markets Growth strategy, to challenge conventional wisdom on diversification, active vs. passiv... more

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In this episode of the MoneyWise UK Podcast, host George Ladds is joined by Ceri Hill, Head of Decumulation at Brooks Macdonald, for an in-depth discussion on the changing face of retirement.

Retirement has shifted from the world of guaranteed defin... more

Is natural income outdated, risky… or the missing link in sustainable retirement planning?

In this episode of Money Wise UK, George welcomes back David Jane of Premier Miton to revisit one of our most debated topics: natural income. Together, they un... more

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George, Money Wise UK, chats with Pietro Nicholls, co-manager of the VT RM Alternative Income Fund, about what “alternatives” really are, liquidity myths, the rate/inflation cycle, and why governance matters in investment trusts. They cover diversifi... more

China is often seen as either an unstoppable superpower or a risky bet – but what’s the real story? In this episode of the Money Wise UK Podcast, George sits down with Megan Ie, Senior Equity Analyst at GIB Asset Management, to unpack the nuances of ... more

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Recent Guests

Callum Wells
Investment Manager and Advisor at Castlefield
Castlefield Investment Partners
Episode: Thoughtful Investing with Castlefield Investment Partners
David McNeil
Co-founder of Castlebay and experienced investment manager
Castlebay
Episode: Castlebay at 10: Quality Value Investing & Independence
Andrew Cain
Investment expert and co-founder at GSI with a background in actively managed funds and sustainable investing
GSI
Episode: Understanding Factor Investing as Part of a Global Strategy
Brad Askew
Entrepreneur and founder of Everything Legal, now involved with Spring Incubator
Episode: Entrepreneurial Journey and the Meaning of Success
Sam Gee
Owner and Director of Manning Gee Investments
Manning Gee Investments
Episode: Building Success: Insights into Starting and Growing a Financial Planning Business
Emma Mogford
Investment manager at Premier Miton, with extensive experience in managing UK equity income funds.
Premier Miton
Episode: The Impact of Confirmation Bias in Investing
David Jane
Premier Miton, experienced fund manager
Premier Miton
Episode: Natural Income: A Sustainable Retirement Strategy
Richard Parkin
Head of Retirement at BNY Mellon
BNY Mellon
Episode: Retirement and the FCA Review

Host

George
Host and founder of Money Wise UK®, championing independent thinking in finance through insightful discussions on investments and business topics.

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Talking Points

Recent interactions between the hosts and their guests.

Natural Income: A Sustainable Retirement Strategy
Q: Do you think that people should seek advice?
Despite the availability of online guidance, the complexity of tax and regulatory issues post-retirement makes seeking professional advice valuable to avoid costly mistakes.
Natural Income: A Sustainable Retirement Strategy
Q: Why do you think retirement planning has come to the forefront of the FCA's mind recently?
Retirement planning has become more complex and politically sensitive due to the changes in how people access their pension pots and the risks associated with managing these funds post-retirement.
Retirement and the FCA Review
Q: So, looking at the findings from this review, can you kind of just go through some of those main findings?
The findings highlight areas for improvement in income withdrawal strategies, risk profiling, and the importance of onward suitability reviews among financial advisors.
Retirement and the FCA Review
Q: Can you talk about DC?
Defined contributions differ fundamentally from final salary schemes, making retirement planning more uncertain, as the retirement income isn't guaranteed but instead comes from a pot of invested money.
The Impact of Confirmation Bias in Investing
Q: How do you view the criticism that active management doesn't consistently add value?
While there is data that suggests active management underperforms, there are skilled managers who have consistently delivered superior returns over time. Periods of market conditions can also impact performance.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
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Household Income
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Frequently Asked Questions About Money Wise UK®

What is Money Wise UK® about and what kind of topics does it cover?

Focused on investment strategies and business insights, this podcast engages with experts to discuss various aspects of finance, including sustainable investing, financial planning, and the nuances of investment management. Listeners explore topics ranging from ethical investment practices to the intricacies of active vs. passive investing, delivered through conversations with investment professionals and entrepreneurs. The commitment to independent thinking and transparency is a hallmark of the discussions, making it a valuable resource for anyone looking to deepen their understanding of the financial landscape.

Where can I find podcast stats for Money Wise UK®?

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Which podcasts are similar to Money Wise UK®?

These podcasts share a similar audience with Money Wise UK®:

1. The Meaningful Money Personal Finance Podcast
2. This is Money Podcast
3. The Martin Lewis Podcast

How many episodes of Money Wise UK® are there?

Money Wise UK® launched 10 months ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money Wise UK®?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Money Wise UK®?

Recent guests on Money Wise UK® include:

1. Callum Wells
2. David McNeil
3. Andrew Cain
4. Brad Askew
5. Sam Gee
6. Emma Mogford
7. David Jane
8. Richard Parkin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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