 |
IFA TalkAuthor: IFA Magazine
IFA Magazines ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Podcast #154: Succession planning and valuing adviser independence, with Westminster Wealth’s Martin Lockyer
Episode 237
Wednesday, 14 January, 2026
IFA Magazine’s weekly podcast, IFA Talk, is back with another insightful episode aimed squarely at busy financial advisers with a passion for what they do. This week, we’re joined by Martin Lockyer, Co-Founder and Managing Partner at Westminster Wealth Management, to find out from his years of experience as an adviser and running an advice business, what it takes to build and run a successful firm. Martin’s insight into succession planning is particularly thought provoking, and reinforces the idea that it should never be a one-size fits all approach. In this episode, Meg Bratley and Sue Whitbread talk to Martin about the practical challenges and opportunities facing advice firms, from maintaining long-term client relationships to protecting independence in a landscape dominated by consolidation and regulation. Martin shares his expertise based on years of experience, and offers practical insights and strategies that can help advisers create sustainable businesses while delivering excellent outcomes for clients. Highlights include: How to run a succession-based business that prioritises clients and stakeholders alike. The advantages of a self-employed, proprietary-book adviser model versus the traditional employed framework. Navigating regulatory and operational pressures while maintaining independence. Martin’s three top tips for advisers looking to future-proof their business. Whether you’re a business owner, manager, or adviser seeking actionable best practice ideas and real-world perspectives, this episode is sure to get you thinking.
