Podcasts about bloomsbury wealth

In this in-depth interview, Carolyn Gowen, Branch Principal at the London-based financial planning firm Bloomsbury Wealth, explains how she became converted to an evidence-based investment approach, and why financial education is a key component of what an advice firm should be doing. She also gives her thoughts on how the financial advice profession in the UK is developing and the changes she expects to see in the future. One of the biggest changes over the next ten years, she says, will be the rise of social media as the biggest source of new clients for firms.

How will the measures in the first Conservative Budget since 1997 affect your finances? Jonathan Eley unpacks the policy details with the help of Nimesh Shah, partner at Blick Rothenberg; Jason Butler, founder of Bloomsbury Wealth, and Claire Evans, partner at Deloitte. See acast.com/privacy for privacy and opt-out information.

Women and Money with Sarah Pennells, talking to Anna Sofat, Founder and Managing Director of Addidi, and Carolyn Gowen of Bloomsbury Wealth about #investing if you're a high #networth woman.

George Osborne's no-giveaway budget has given away a higher personal tax allowance, access to retirement annuities (but a cut to the lifetime pension allowance), and a new Help to Buy ISA for first-time home-buyers. Matthew Vincent discusses how these measures will affect your finances with the help of Nicola Roberts, partner at Deloitte; Nimesh Shah, partner at Blick Rothenberg; and Jason Butler, founder of Bloomsbury Wealth. See acast.com/privacy for privacy and opt-out information.