I chat to Charlie Ellingworth, co-founder of Property Vision. Charlie discusses his journey from engineering and ship broking to founding the first buying agency dedicated to representing property buyers. He shares insights on the evolution of the buying agent industry, how Property Vision adapted its business model, and the state of the UK property market, emphasising the impact of stamp duty and shifting buyer behaviours. Additionally, Charlie touches on his role as a director and trustee of the Cadogan Estate, trends in the retail sector, and his adventurous hobbies.

In Episode 57 I talk to Robert Surtees from Affinity Group Financial Services. We delve into Robert's career journey, starting with his education in Product Design from Central St. Martin's College to his transition into financial planning. Robert discusses the importance of a client-centric approach, building trust, and his methodology in financial advising. We also touch upon his professional qualifications, the value of plain English in client communication, and the personal interests that enrich his professional life.

Joe Field is the founder of today’s private client professional. He has his finger on the pulse, keeps up to date with emerging legal trends, and knows how to interpret them. Joe is a legend in his own time. It is, therefore, a tremendous honour to call him a friend and a great privilege to interview him on episode 56 of our ‘How To Keep Your Money’ podcast series.

Selina Sagayam is an English-qualified senior counsel and recent former partner at Gibson, Dunn & Crutcher's London office. She is a pioneer and leader in the firm's Environmental, Sustainability, and Governance (ESG) practice and a member of its international corporate group.

In Episode 54, Caroline talks to Anthony Travers OBE, who left the UK when the top tax rate was 98% to work and live in Cayman. Anthony is the former senior partner and managing partner of Maples and Calder and the current senior partner of the Cayman Islands and British Virgin Islands law firm Travers Thorp Alberga

Arabella Murphy is the Founder and CEO of Propitious (London) Ltd. Propitious is a consultancy that advises wealthy families and individuals worldwide on strategic matters of practical importance and mediation. It helps clients find clear and constructive solutions to their questions about succession, family business wealth, and disputes.

In Episode 52, Caroline Garnham talks to Bob Morrison, Managing Director of SecTech, which he founded in 2006. Bob's business provides personal security for wealthy families. His vision is that rich families need to put as much thought into protecting the safety of their homes and families as they do into protecting their wealth.

In Episode 51, Caroline Garnham talks to Simon O'Donoghue Chief Executive Officer of Spring Investment Management, which Simon launched in 2022. It is the first digital platform in the offshore world. It is based in Jersey, where Simon lives with his family and claims to be the 'future of investment management'.

Michael Farrant is the founder of Farrant Group, which he set up in 2021. His company specialises in managing the reputations of private individuals, companies, and other organisations. He lives with his wife and three boys in Dubai, which he sees as set to grow, and he also has an office in London. His work is to make sure the perception of a client fits with the reality, which is so much more than just words.

In Episode 49, Caroline Garnham talks to Jonathan Norbury, head of the Key Clients team, which manages the highest profile and wealthiest clients of Lloyds Bank.

In Episode 48, Caroline talks to Robert Morse, a partner with The Private Office. He is an independent wealth manager, investment adviser, financial planner, and investment and 0ensio specialist. The Private Office operates as a Family Office for those families who do not want to set up their own Family Office or if they want to use the expertise in appointing the professionals they may require from time to time.