Episodios

  • Unlocking the Value of Salary Exchange
    May 22 2025

    In this episode of our podcast, Stuart is joined by Joe Warne, Head of Employee Benefits at Pareto. Whether you’re an employer looking to make your benefit schemes more cost-effective, or an employee wanting to make the most of your pension contributions, this episode breaks down why Salary Exchange could be a win-win for both sides.

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    11 m
  • Spring Statement Special
    Mar 28 2025

    In this special episode, we’re joined by Alex Binnington, who breaks down what the latest Spring Budget announcements mean for our clients at Pareto, from tax changes to planning opportunities. He’s joined by Alex Brandreth, Chief Investment Officer at Luna Investment Management, who shares his insights on the broader economic outlook and the potential impact on investment markets.

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    9 m
  • The Power of Employee Benefits
    Sep 11 2024

    Explore the strategic role of employee benefits in attracting, retaining, and motivating top talent. Alan Makinson breaks down the different types of benefits—from pensions and health insurance to wellness programs—and explains how they can add value for both employees and employers.

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    8 m
  • What is Cash Flow Planning?
    Sep 11 2024

    Alex Savage explains what cash flow planning is and how understanding and managing your cash flow is crucial for both short-term financial stability and long-term wealth building.

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    9 m
  • Financial Wellbeing
    Sep 10 2024

    Learn how to take control of your money, build healthy financial habits, and achieve long-term peace of mind. Whether you're just starting your financial journey or looking to improve your financial health, Jorge Jackson discusses key things to think about.

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    8 m
  • Navigating a Successful Business Exit
    Sep 10 2024

    Whether you’re planning to sell, transition leadership, or hand over the reins to family, Stuart Carswell discusses steps every business owner should consider when planning their exit, and how to prepare for life after the sale. With guest host Alex Savage.

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    13 m
  • Growing Your Wealth
    Sep 10 2024

    Chris Isaac discusses considerations when growing your wealth, whether you’re saving for retirement, looking to invest, or just want to take control of your financial future. Chris shares expert insights to help you navigate the complexities of personal finance.

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    12 m
  • Living Your Dream Retirement
    Aug 1 2024

    Retirement planning with Marcus Pilkington, a Chartered Financial Planner with over 22 years in the industry! Marcus shares his expertise on how to ensure a comfortable and secure retirement, and how to structure your savings and investments for maximum efficiency. Whether you're just starting to think about retirement or looking to optimise your existing plan, this episode is packed with things to consider.

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    13 m
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