Tag Archives: financial adviser

Annie Shaw and a Journalist’s View of Financial Services and the Future – MPAF25

MPAF Podcast, , , , , , , ,

Journalists whether Trade or Consumer write about the good and the bad in Financial Services.

They develop a unique helicopter view of the market, companies, propositions, campaigns and individual industry personalities.

My guest has written for both consumer titles, notably the Sunday Telegraph and the Independent on Sunday, and trade publications such as Money Marketing Magazine.

Hear Annie talk about her view of Financial Services and advice gleaned from many years’ experience writing about all aspects of the industry.

Listen to her fascinating and funny stories about working for Money Marketing Magazine. Do you remember the great column, “A Shaw Thing” with Annie plus Esther Shaw and Sam Shaw?

My guest on Episode 25 of the Marketing Protection and Finance Podcast is Annie Shaw.

Annie Shaw and a Journalist's View of Financial Services and the Future

Click here to TWEET this episode.

Who is Annie Shaw?

Annie Shaw is a writer and commentator, freelance journalist and broadcaster.

Over the years she’s worked for the Sunday Telegraph, The Independent on Sunday, Daily Express and Money Marketing.

Annie is a Director of CashQuestions.com – a unique service run by a panel of renowned personal finance journalists – a questions and answers service for consumers.

And Annie is also and Financial Agony Aunt for Saga Magazine and Website.

Annie’s Contact links:

Annie’s favourite books:

The Divide by Matt Taibbi.

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

Now it’s your turn:

If you enjoyed this episode – Annie Shaw and a Journalist’s View of Financial Services and the Future – please leave a comment or a review on iTunes. And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

If you like the Podcast please click

Steve Devine on the Protect Association – MPAF24

MPAF Podcast, , , , , , ,

Industry Networking. Market knowledge. Expert speakers.

These are the benefits of belonging to a trade association.

If you work in or are interested in the protection market then you should check out the Protect Association which puts on numerous events each year attracting speakers from all spheres.

My guest today is the Chairman of the Protect Association.

Hear Steve tell the story of how the Protect Association evolved from a dining club for underwriters into a hub for networking, business development and marketing ideas.

Listen to the challenges Steve has faced building an association offering high-quality events which he describes as entertaining as well as educational.

My guest on Episode 24 of the Marketing Protection and Finance Podcast is Steve Devine.

Steve Devine on the Protect Association

Click here to TWEET this episode.

Who is Steve Devine?

Steve runs Devine Connections after spending many years in senior management roles in the general insurance and the protection insurance industry.

He specialises in business development, PR, and communications.

Steve is the Chairman of the Protect Association – a trade body for protection insurance professionals providing networking, market knowledge and business development help.

Steve says that the association helps keep him at the forefront of what is happening in the protection insurance market.

He’s very much a practitioner and his focus is on achieving results and adding value.

Steve’s Contact links:

Steve’s favourite books:

The Three Levels of Leadership by James Scouller

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

Now it’s your turn:

If you enjoyed this episode – Steve Devine on the Protect Association – please leave a comment or a review on iTunes. And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

If you like the Podcast please click

Chris Hitchens on Platform People and Military Business Lessons – MPAF23

MPAF Podcast, , , , , , , , , ,

Platforms form the foundation of the financial advice process for many investors.

But like many propositions in financial services they can be complicated and need researching to decide on the best fit for each client.

My guest today started Platform People a company providing advisory, resource and due diligence services for advisers looking to compare platforms.

Listen as Chris tells a fascinating story about how he built Platform People and its employee focussed culture.  Listen how, as a former Military Helicopter Pilot,  he applied lessons from the military to his financial services business.

My guest on Episode 23 of the Marketing Protection and Finance Podcast is Chris Hitchens.

Chris Hitchens on Platform People and Military Business Lessons - MPAF23

Who is Chris Hitchens?

As CEO, Chris has built up Platform People which is an organically started and grown, debt-free multi-million pound business with 5 offices nationally.

It was the first company in the UK to be accredited with Investors in People Gold and ISO: 9001 on the first attempt and we also have ISO:27001.

Chris believes the best way to look after his clients is for him to look after his people.

Before starting Platform People Chris worked in Financial Services, Software, Consulting, Engineering, M&A and Retail.

Earlier he was a Military Helicopter Pilot with the Army Air Corps for 14 years. So he has strong personal values regarding integrity, honour and delivery, no matter what the task is and is always looking for people with similar values to work with.

He owns a Harley and a bright orange chopper motorcycle.

Chris’s Contact links:

Chris’s other interesting links:

Chris’s favourite books:

Looking for trouble – General Sir Peter De La Gilliere

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

Now it’s your turn:

If you enjoyed this episode – Chris Hitchens on Platform People and Military Business Lessons – please leave a comment or a review on iTunes. And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

If you like the Podcast please click