FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

Ep 62: £0 to £56m in 5 years as a Solo Adviser Firm with Kevin Wood 

Discover an incredible episode with Abraham Okusanya and Kevin Wood, Managing Director of Oak Four, as they share insightful perspectives on the industry. Learn about Kevin's firm set-up, the joys and challenges of starting from scratch, hard lessons in financial planning, and the productivity battle between boutique and larger firms. Uncover what lies ahead for Oak Four's tech stack. Don't miss this engaging discussion!

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FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

Ep 60: Does ESG investing move the needle in the real world?

As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. However, the actual impact of ESG investing on the real world is still a subject of debate. Hosted by Nicki Hinton-Jones CFA, Chief Investment Officer at Timeline, this episode explores the key questions with Clemence Chatelin, Bhavick Patel and Samantha Duncan.

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