Welcome to All Matters Financial the podcast series where we untangle the complexities of financial planning and help you find your way towards a more secure financial future. Whether you’re just starting out, looking to grow your wealth, or planning for retirement, we’ve got you covered. We believe that financial literacy is the key to unlocking your financial potential, and our aim is to empower you with the knowledge you need to make informed choices.
Environmental, Social and Governance (ESG) investing is about more than just investing responsibly. Join Lucas as he discusses what ESG investing involves and why it's become an important consideration for many investors.
3 Aug 2026
The Value of Financial Advice
Good financial advice goes beyond products and investments. Join Sarah as she discusses the role advice can play in helping people make the most of their financial opportunities.
3 Aug 2026
Navigating Finances During Divorce
Divorce is about more than reaching a legal settlement. Join James as he discusses some of the financial considerations that are often overlooked and why it's worth thinking beyond the immediate decisions.
3 Aug 2026
Planning for Life Before and After a Business Exit
Selling a business is one of the biggest financial decisions many business owners will make. Join Jonathan as he explores the importance of planning before and after a business exit to help support your long-term financial goals.
31 Jul 2026
Making Surplus Business Cash Work Harder
Every business has different ambitions for the future. Join Joe as he explores how corporate investing could help businesses make better use of excess capital while supporting their long-term financial goals.
31 Jul 2026
The Importance of an In Case of Emergency File
Planning for the unexpected isn't just about finances. In this episode, Alex explores the value of an In Case of Emergency File and why keeping important information organised can make a difficult time a little easier for your loved ones.
31 Jul 2026
A Smarter Way to Protect Your Income
Could your company provide a more tax-efficient way to protect your income? Join Courage as he explores Executive Income Protection, how it works and why it could be a valuable consideration for directors and business owners.
31 Jul 2026
Understanding Investment Risk
Every investment involves some level of risk. Join Martin as he explores the relationship between risk and return and why understanding both is an important part of long-term investing.
31 Jul 2026
The Essentials of Investment Platforms and GIAs
Investment platforms and GIAs can offer flexibility as part of a wider investment strategy. In this episode, James explores their role in helping investors work towards their long-term objective.
30 Jul 2026
Are Investment Bonds Right for You?
What role could investment bonds play in your financial planning? Join Colin as he explores how investment bonds work and the part they can play in supporting long-term financial goals.
30 Jul 2026
Getting More From Your Pension
Planning for retirement involves more than simply saving into a pension. Join Dafydd as he discusses some of the key considerations that can help shape your long-term financial future.
30 Jul 2026
Protecting More of Your Wealth
How can proactive tax planning help you make the most of your finances? Join Andrew as they discuss Income Tax, Capital Gains Tax, Dividend Tax and the importance of reviewing your tax position to help identify planning opportunities and improve tax efficiency.
29 Jul 2026
Why Corporate Protection Matters
Corporate protection is an important part of business planning but is often overlooked until it's needed.
In this episode, Lettie Cartwright explains how key person protection, shareholder protection and business loan protection can help businesses manage financial risk, maintain continuity and protect long-term plans. An ideal listen for business owners and professional advisers looking to better understand the value of corporate protection.
20 Jul 2026
Q3 Market & Economic Update July 2026
Our Q3 webinar, hosted by Stuart Carswell with expert insights from Alex Brandreth of Luna Investment Management and Chris Isaac of Pareto Financial Planning.
Topics include:
- Recent increases in interest and mortgage rates, and the impact this may have on clients and the wider market.
- The potential for wage inflation and the implications for the economy.
- The knock-on effects of developments in the Strait of Hormuz and the potential impact on markets and inflation.
- Keir Starmer's resignation and the initial impact on markets and the economy.
11 Feb 2026
Business Relief: Protect Your Legacy
Inheritance Tax has changed, and ignoring it could cost business owners dearly. This episode explains what’s new about Business Relief, what's the impact, and how to take action before an unfortunate event occurs.
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