Podcast

The Progeny Podcast Ep1: Building intentional wealth 

In this episode, our financial experts discuss ‘building intentional wealth’ and how turning wealth into a clear, purposeful plan can help bring confidence, direction and clarity to your financial future.

Our panel looks at the common challenges people face at this stage, from feeling overwhelmed by complexity and too many choices, to uncertainty about whether they’re making the right decisions.

We explore the emotional side of financial planning and discuss why concerns about family, security and future opportunities often sit behind the financial questions people ask.

We’ll also cover some of the most common behavioural pitfalls that can hold people back, including holding too much cash, reacting to short-term market noise.

Ultimately, this conversation is about helping you move from simply building wealth to understanding what it’s for, creating a structure around your finances that supports your ambitions, values and long-term goals.

So if you’ve achieved financial success but are looking for more clarity, confidence and purpose in the decisions ahead, this episode is for you.

Please note

This podcast is intended for UK audiences and is subject to the UK regulatory regime.

The content is provided for information and educational purposes only and does not constitute financial advice, a personal recommendation, or an offer to buy or sell any investment. You should not rely on it when making financial or investment decisions. Before acting, you should seek advice from a qualified financial planner who can assess your individual circumstances.

The views expressed are those of the speakers at the time of recording and may not necessarily reflect those of Progeny. Information is obtained from sources believed to be reliable but cannot be guaranteed.

The value of investments, and any income from them, can fall as well as rise, and you may get back less than you invest. Your capital is at risk. Investment in stock markets should be regarded as a long-term commitment.

Meet the expert
Nick Parkes
Nick Parkes
Chartered Financial Planner

As a Chartered Financial Planner and Fellow of the Personal Finance Society, Nick is deeply committed to providing personalised, client-focused financial solutions. Understanding that every financial journey is unique, which is why he crafts bespoke strategies that empower clients to achieve their individual goals, no matter how complex or ambitious.

His expertise spans a wide range of financial services, with specialisms in, Self-Invested Personal Pensions (SIPP & SSAS), Pensions on Divorce, and holistic financial planning for business owners and high-net-worth individuals.

Recognized as one of The Times Top Rated Financial Advisers, Nick also holds the Certified Financial Planner and Chartered Wealth Manager designations, is a Chartered Fellow with the CISI, and also a Pension Transfer Specialist. His broad areas of advice include pension planning, inter-generational wealth management, pension transfers, investment management, financial protection, estate planning, income planning, tax-efficient investment strategies, and cash-flow modelling.

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