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Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte

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Manage episode 386586823 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat.

The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns about insufficient savings among current and soon-to-be retirees and the tightening grip of consumer duty, the timing of this research and the findings could not be better.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 386586823 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat.

The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns about insufficient savings among current and soon-to-be retirees and the tightening grip of consumer duty, the timing of this research and the findings could not be better.

  continue reading

100 episodes

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