26 episodes

Welcome to In the know, where our expert team talk through important financial planning topics.

The purpose of this podcast is to help you understand why everyone is financially unique, what your relationship with money is and how this is influenced. We hope that by making these discussions accessible, you are able to make more informed decisions moving forward.

Throughout this series, our discussions will feature many of our expert team, trusted professionals from other disciplines, as well as other featured guests.

Visit our website: www.lffinancialplanning.co.uk

In the know Lucas Fettes Financial Planning

    • Business
    • 4.0 • 1 Rating

Welcome to In the know, where our expert team talk through important financial planning topics.

The purpose of this podcast is to help you understand why everyone is financially unique, what your relationship with money is and how this is influenced. We hope that by making these discussions accessible, you are able to make more informed decisions moving forward.

Throughout this series, our discussions will feature many of our expert team, trusted professionals from other disciplines, as well as other featured guests.

Visit our website: www.lffinancialplanning.co.uk

    Episode 26 - Market commentary with Charles Stanley (May 2022)

    Episode 26 - Market commentary with Charles Stanley (May 2022)

    Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Patrick Farrell. Key themes from the episode include inflation and influencing factors, interest rates, investment trends, as well as ESG investments.

    Jon is Chief Investment Officer at Charles Stanley, who are one of our trusted investment panel.

    To find out more about Charles Stanley, visit their website.

    Visit our website for more content: https://lffinancialplanning.co.uk/

    The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

    Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

    • 23 min
    Episode 25 - An introduction to Lifetime Mortgages

    Episode 25 - An introduction to Lifetime Mortgages

    Join Mortgage and Equity Release Adviser, Elaine Hayes, as she discusses Lifetime Mortgages with Craig Faulkiner of Advise Wise. Their conversation introduces Lifetime Mortgages, whilst explaining the benefits and who they are suitable for.

    Advise Wise is an award winning sourcing platform for Lifetime Mortgages. It is backed by a team with over 35 years of experience in the later life market and has a mission to simplify and streamline the sourcing and advice process, using innovative technology.

    Visit our website for more content: https://lffinancialplanning.co.uk/

    This refers to a Lifetime Mortgage. To understand the features and risks, ask for a personalised illustration.

    Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

    • 13 min
    Episode 24 - Market commentary with Brooks MacDonald (March 2022)

    Episode 24 - Market commentary with Brooks MacDonald (March 2022)

    Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. Their discussion provides clarity on the fallout of the current geopolitical crisis, as well as insight concerning the potential direction of inflation and interest rates.

    Ed is Chief Investment Officer at Brooks MacDonald, who are one of our trusted investment panel.

    To find out more about Brooks MacDonald, please visit their website.

    Visit our website for more content: https://lffinancialplanning.co.uk/

    The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

    Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

    • 24 min
    Episode 23 - Involving your financial planner when transferring wealth

    Episode 23 - Involving your financial planner when transferring wealth

    In this episode, Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they cover the key considerations, how to speak with younger generations about wealth transfers, as well as the why each of your professional advisers should work together.

    Visit our website for more content: https://lffinancialplanning.co.uk/

    Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

    • 7 min
    Episode 22 - Market commentary with Brewin Dolphin (January 2022)

    Episode 22 - Market commentary with Brewin Dolphin (January 2022)

    In this episode, Director and Independent Financial Planner, Neil Clarke, discusses the financial markets with Janet Mui.

    Listen in for a summary of 2021, as well as a market outlook for 2022. Particular focus is given to inflation and interest rates.

    Janet is Head of Market Analysis at Brewin Dolphin, who are one of our trusted investment panel.

    To find out more about Brewin Dolphin, please visit their website.

    Visit our website for more content: https://lffinancialplanning.co.uk/

    The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

    Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

    • 26 min
    Episode 21 - Transferring Wealth

    Episode 21 - Transferring Wealth

    In this episode, Mark Brown and Sarah Maguire discuss why you may wish to transfer wealth (gift) to family and charitable causes you care about, whilst explaining how you may do so. Throughout the episode they discuss commonly recommended solutions and challenges that may need to be overcome.

    This discussion is the second of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episode 19 first.

    Our IHT guide referenced in this episode: https://lffinancialplanning.co.uk/a-guide-to-inheritance-tax-planning-options/  

    Visit our website for more content: https://lffinancialplanning.co.uk/

    Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

    • 10 min

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