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Exploring More of Money Wise UK’s Work
Money Wise UK is about more than the content you see on this website.
A significant part of my work involves supporting financial planning and investment firms with their communications, educational content, retirement planning, investment thinking and wider client engagement.
That means some of my work sits on other firms’ websites, within ongoing educational series, newsletters and podcasts.
If you would like to explore more, I have brought together some of those projects below.
Blogs
I regularly contribute ideas, research and content to a number of financial planning firms.
- Castlebay Financial Management
- Ifamax Wealth Management
- Lampiers Financial Planners
- Manning Gee Investments
Ongoing Series
Some projects are designed as longer-term educational series, allowing us to explore a subject in greater depth over a number of months.
Introduction to the Castlebay Investments UK Equity Strategy
A series exploring the investment philosophy, process and thinking behind the Castlebay Investments UK Equity Strategy.
12 Steps to Retirement – Ifamax Wealth Management
A step-by-step educational series designed to help people understand the different building blocks of retirement planning and how they fit together.
Financial Education – Helping You Make Sense of Your Money – Manning Gee Investments
An ongoing financial education series covering the fundamentals of money, investing, financial planning and some of the decisions people face throughout their lives.
LinkedIn Newsletters
I also support a number of firms with longer-form LinkedIn newsletters, providing an opportunity to explore ideas and financial planning topics in greater depth.
These include:
- Castlebay Financial Management
- Castlebay Investments
- Ifamax Wealth Management
- Lampiers Financial Planners
- Manning Gee Investments
Podcasts
Podcasting provides a different way to explore financial planning, investment and business ideas through conversation.
Castlebay Conversations
Conversations from Castlebay exploring financial planning, investment and related topics.
Money Wise UK Podcast
The Money Wise UK Podcast brings together people from across financial services and beyond who have interesting experiences, perspectives and stories to share.
QuantQual
I also supported the QuantQual podcast from June 2024 to July 2025.
Other Projects
Retirement Guide with Aspen Advisers
Retirement planning remains one of the central themes of my work.
I worked with Aspen Advisers on a retirement guide exploring the thinking behind a Centralised Retirement Proposition (CRP®) and how firms can develop a more structured approach to supporting clients as they move from accumulating wealth to drawing an income.
Working With Money Wise UK
One of the things I enjoy most about Money Wise UK is that no two projects are exactly the same.
The work can range from developing a retirement proposition or reviewing an investment solution through to creating an educational series, improving client communications or helping a firm turn its thinking into content people actually want to read.
The common thread is simple: take something that can feel complicated and make it clearer, more useful and more relevant.
If you are a financial planning or investment firm and would like to explore how Money Wise UK could support your business, please get in touch.
You can also continue exploring the Money Wise UK website for further blogs, research, fund reviews, retirement resources and podcasts.