Podcast

A big vault

Citywire Podcast – Stress testing a client’s portfolio: Is it style over substance?

At Dynamic Planner, we have partnered with Citywire, which includes New Model Adviser among its press titles, to produce a series of three, 30min podcasts focusing on cash flow planning and clients in decumulation. In episode one, Citywire host Ian Horne is joined by Nick Ryan, an adviser with Buckinghamshire firm Yellow Bear Financial Consultancy […]