Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement
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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

  1. ILT015 Quoted Companies Alliance (QCA) CEO James Ashton on Journalism, Economics & the Markets (S2 EP07)

    12/14/2025

    ILT015 Quoted Companies Alliance (QCA) CEO James Ashton on Journalism, Economics & the Markets (S2 EP07)

    In the latest episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome James Ashton, Chief Executive of the Quoted Companies Alliance (QCA). James reflects on his diverse and illustrious career, from his early days as a financial journalist to his current role at the QCA. James shares compelling stories from his time interviewing high-profile business figures like Richard Branson and discusses the importance of public equity markets. James also delves into his experience in both ghost writing and authoring books, notably 'The Everything Blueprint' about Arm, and touches on the challenges faced by UK small companies in accessing growth capital. Timestamps: 01:26 Introducing James Ashton 02:48 James Ashton's Career Journey 05:05 From Journalism to the QCA 10:06 Writing and Corporate Stories 16:15 Challenges and Changes in the UK Corporate Scene 20:27 The Unique Role of QCA 20:41 Challenges in the Competitive Landscape 22:14 Reflections on the Financial Crisis 23:54 Advice for Aspiring Journalists 24:46 Mentors and Influences 25:32 Proudest Career Achievements 30:31 The Art of Ghost writing 34:29 Reading and Writing Insights 36:36 Final Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit the QCA website: https://www.theqca.com/ Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    38 min
  2. ILT014 Navigating Finance and Leadership: A Conversation with Eagle Eye CFO Lucy Sharman-Munday (S2 EP06)

    11/29/2025

    ILT014 Navigating Finance and Leadership: A Conversation with Eagle Eye CFO Lucy Sharman-Munday (S2 EP06)

    In an engaging conversation, Lucy Sharman-Munday, Finance Director of Eagle Eye Solutions, shares her career journey, insights into the evolving role of finance directors, and the impact of leadership on company culture. Lucy recounts her transition from aspiring doctor to finance professional, her early career at KPMG, and her experiences in various roles that shaped her approach to business. Lucy highlights the challenges and opportunities of working with strong personalities like Sir Terry Leahy and Tim Mason, and the importance of diversity and mentorship in professional growth. The episode concludes with recommendations for navigating significant business transformations, underscoring the need for strategic focus and innovative thinking. Timestamps: 00:45 Understanding Eagle Eye's Core Business 01:52 Lucy's Early Career Journey 03:12 Transition to Industry and First Major Role 05:14 Joining Eagle Eye and Initial Challenges 13:04 Leadership and Board Dynamics at Eagle Eye 20:33 The Role of a Finance Director 23:47 Career Advice and Personal Reflections 28:22 Proudest Achievements and Initiatives 32:57 Final Thoughts and Recommendations If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    38 min
  3. FYR078 Navigating Pensions with Scottish Widows Stuart Hopley

    10/12/2025

    FYR078 Navigating Pensions with Scottish Widows Stuart Hopley

    In this episode of the Fund Retirement Podcast, host Lee chats with Stuart Hopley, Relationship Director at Scottish Widows. Stuart discusses his unexpected journey into the pensions industry and addresses the major challenges people face with pensions in the UK, including system complexity and a lack of a saving culture. He offers practical advice on tracking down old pensions, the implications of the new pension dashboard, and the importance of regular contributions. The conversation touches on financial education, the challenges faced by the self-employed, and the role of employers in supporting their employees' financial futures. Stuart also shares innovative ideas to engage people in pensions, utilizing social media, gamification, and webinars. Detailed discussions on the importance of pension nominations, the role of financial advice, and practical steps for retirement planning make this episode a must-listen for anyone looking to secure their financial future. Timestamps: 00:28 Understanding Pension Challenges 00:39 Practical Pension Advice 00:49 Financial Education and Employer Support 00:55 Engaging with Pensions: Social Media and Gamification 01:03 Starting the Conversation with Stuart 01:23 Stuart's Career Journey 03:57 The Complexity of Pensions 06:23 Tracking Down Old Pensions 07:28 The Pension Dashboard: A Game Changer 10:46 The Issue of Lost Pensions 12:25 Supporting the Self-Employed 14:38 Pension Awareness and Engagement 23:20 Innovations in Pension Engagement 26:00 The Role of Social Media 28:18 Employer Innovations and Support 28:58 Employer Advocacy and Social Media Trust 30:25 The Future of Pensions and Digitalization 30:55 Gamification in Pension Engagement 36:41 Financial Education and Awareness 42:07 The Importance of Nomination of Beneficiary 45:44 Retirement Planning and Employer Support 48:55 The Role of Financial Advice in Retirement 51:12 Closing Reflections and Quick Fire Questions Hope you enjoy this episode and have a wonderful day. Guest Links & Resources: Stuart Hopely LinkedIn profile: https://uk.linkedin.com/in/stuart-hopley-6ab34124   Sottish Widows Pension Mirror Game: https://www.pensionmirror.co.uk/ Scottish Widows Job Dash Game: https://www.scottishwidowsjobdash.co.uk/   Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    57 min
  4. ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)

    08/23/2025

    ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)

    In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome Nicola Barber, an experienced equity investor and portfolio manager with over 35 years in the industry. Nicola shares her unique career journey that began at Rothschild without a university degree and traversed through notable firms such as Barings and James Hambro Partners. The discussion includes insights into her role in managing charities' investments, her approach to navigating the ever-changing markets, and the impact of technology and regulation on investment strategies. Nicola also reflects on the pivotal moments and achievements in her career and offers advice for aspiring professionals in the finance sector. Timestamps: 01:44 Meet Nicola Barber 02:39 Nicola's Early Career 03:59 Challenges and Opportunities at Rothschild 06:49 Understanding Livery Companies 09:25 Career Transitions and Insights 17:42 Joining James Hambro & Partners 22:55 Reflecting on Career Challenges 23:48 Insights into the World of Charities 27:14 Managing Multi-Asset Portfolios 29:39 A Day in the Life of an Investment Partner 34:33 Navigating the UK Market 38:43 Proudest Career Achievements 40:02 Advice to the Younger Generation 40:44 Book and Podcast Recommendations If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources:  Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement

    44 min
  5. ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04)

    05/11/2025

    ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04)

    In this episode of 'Investing for the Long Term,' hosted by Judith McKenzie Head of Downing Fund Managers and Rosemary Banyard consultant to Downing Fund Managers, the focus is on Malar Velaigam, a director at Dowgate Capital with over 15 years of experience in the capital markets. The conversation delves into Malar's unique career journey from corporate finance in Malaysia to her significant roles in London. They discuss challenges faced by boards, the importance of board composition, and Malar's transition to broking and her first non-executive directorship. The episode also highlights the need for better financial education and market savvy within boards, the state of the UK stock market, and Malar's passion for stocks and growth investing. Insightful commentary is provided on improving market conditions and fostering a more innovative and supportive financial industry. Timestamps: 00:00 Introduction 01:46 Malar's Career Journey 03:22 Transition to Journalism 03:52 Life in London and Career Shifts 05:59 Joining the Broking World 07:09 Balancing Career and Family 08:08 Excitement of Covering Tech 10:08 Investment Mindset Differences 11:52 Financial Education for Youth 13:42 Challenges in Broking 17:40 Importance of Board Composition 20:47 First Non-Executive Directorship 22:58 Balancing Board Skillsets 23:31 Importance of Board Cohesiveness 25:32 Challenges in Company Management 28:14 UK Stock Market Struggles 32:29 Proudest Career Achievement 35:12 Passion for Growth Stocks 37:38 Industry Changes and Challenges If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    41 min
  6. ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)

    02/08/2025

    ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)

    In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, and the evolution of the financial industry. Judith and Rosemary provide personal anecdotes of their professional crossroads with Jamie, adding layers to his narrative. The discussion covers significant financial events like the 1987 Big Bang, the importance of personal integrity, and how to balance career aspirations with personal ethics. Jamie also discusses his post-Brewin ventures, including his involvement in fund management boutiques and charitable work. This episode offers valuable lessons on professional growth, the power of people in business, and the significance of giving back to the community. Timestamps: 00:01 Introducing Jamie Matheson 01:40 Judith's Early Career with Jamie 03:10 Rosemary's Connection with Jamie 04:45 Jamie's Career Beginnings 05:50 Rising Through the Ranks 10:04 Leadership and Personal Relationships 11:27 Changes in the Financial Industry 14:50 Memorable Anecdotes 18:07 Challenges and Rewards of Leadership 21:48 Transition to Boutique Fund Management 23:19 Becoming Chairman of Saracen 25:15 Consolidating Boutiques: Challenges and Strategies 26:13 The Importance of People in Business 28:09 Navigating the UK Market Landscape 30:11 Passions Beyond Business: Sailing and Yachts 31:27 Involvement with HMS Victory 33:46 Qualities of a Good Board Member 35:31 Reflecting on Career Achievements 37:25 Advice for the Younger Generation 38:41 Recommended Reads and Final Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    42 min
  7. ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)

    12/28/2024

    ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)

    In this episode of 'Investing for the Long Term' Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge. Claire discusses 1spatial's innovative solutions in location data management, her career journey, and the unique challenges and opportunities of leading a global business in the geospatial sector. The episode also delves into the importance of data accuracy, the transition from finance to CEO, and the future prospects of 1spatial. The conversation provides valuable insights into investment considerations and the evolving landscape of geospatial technology. Timestamps: 00:30 Introducing Claire Milverton, CEO of 1spatial 01:19 Background on 1spatial 02:15 Claire's Career Journey 03:42 Global Reach and Growth 04:05 Building Recurring Revenues 05:40 Challenges and Innovations 14:37 Finance Background and CEO Role 17:14 Investing in Innovation 19:03 Mentorship and Support 21:08 Work-Life Balance 23:06 Being a Listed Company 28:17 Achievements and Advice 31:39 Recommended Books and Podcasts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    34 min
  8. ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)

    11/24/2024

    ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)

    In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors. The discussion touches on the evolution of the investment landscape, the impact of private equity, and the importance of continuous learning and attention to detail in the field. Timestamps: 00:29 Introducing Andy Brough 01:16 Judith and Rosemary's First Encounters with Andy 04:12 Andy's Career Journey 06:03 The Evolution of Fund Management 08:43 Insights on Accounting and Fund Management 11:56 Influential Figures and Mentors 16:09 The State of the UK Market 19:10 Reflections on Government Policies 24:04 Career Achievements and Advice 27:33 The Signature Red Shirt 29:22 Recommended Reads and Final Thoughts Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    31 min
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About

The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

Information

  • Creator
    Lee Cleasby from Fund Your Retirement
  • Years Active
    2020 - 2025
  • Episodes
    93
  • Rating
    Clean
  • Copyright
    ©2023 Fund Your Retirement
  • Show Website
    Fund Your Retirement Podcast