Show Notes
Join us for a special live‑recorded episode of Retire Well with Wealth of Advice, captured at our recent client conference with over 100 attendees. In the first half, Matthew and Joe break down what the real value of financial advice looks like today—from risk management and asset allocation to behavioural coaching, tax‑efficient income planning, and how flexible pensions have transformed retirement.
In the second half, we open the floor to a live audience Q&A, joined by:
Chris Breward – Managing Director & Chartered Financial Planner Jordan Linfoot – Head of Investment Research
Together, we tackle client questions on:
How advice has changed over the decades Active vs passive investments The role of alternatives like gold Whether you should change your retirement investment strategy The impact of political shifts and new budgets Whether UK pension rules may force more investment into UK markets Net zero, geopolitics, and the future of markets And much more
This episode gives a candid, behind‑the‑scenes look at how advisers think, plan, and support clients—especially in a world of rising complexity and constant change.
If you'd like to attend a future live recording or event, let us know!
Don’t forget to like, comment, subscribe, and share with anyone planning their retirement journey.
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CHAPTERS
00:00 - Introduction 01:57 - Why Financial Advice Exists 04:00 - Asset Allocation, Risk and Rebalancing 08:08 - Behavioural Coaching 12:56 - Tax Wrappers and Tax Efficiency 15:44 - Q&A
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TALK TO US
Call us: 0191 384 1008 Email us: [email protected] Website: www.retirewellpodcast.co.uk
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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.
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