SOFI meets... Claire Walsh

SOFI meets... Tracy Blackwell

Tracy Blackwell (founder and former CEO of Pensions Insurance Corporation) joins Stuart Breyer to explore why institutional capital keeps failing to flow into infrastructure, venture, and growth - and what it will actually take to fix it. From the stock versus flow problem in UK savings, to why DC schemes need a cultural and linguistic overhaul, Tracy Blackwell makes the case that savers are missing out on the very companies the UK is building.

SOFI meets... Sally Bridgeland

Sally Bridgeland joins Stuart Breyer to discuss her upcoming book "Chess Club Drama Club" exploring everyday inclusion and creativity in the workplace. They delve into how organisations can move beyond diversity statistics to create truly inclusive environments that value both analytical and creative thinking.

SOFI meets... Claire Walsh

Claire Walsh, founder of Midsommar Wealth, joins Stuart to discuss her journey into financial advice and her approach to building a wealth management firm with fair fee structures. She shares insights on charging hourly rates versus percentages and her vision for using AI to enhance client relationships.

SOFI meets... Amanda Cassidy

International Women's Day Special - Amanda Cassidy (Managing Director of the Quilter Academy and Advisor Development) explores the critical challenges facing the financial advice profession, including an ageing advisor population and the need for greater diversity. She discusses how the Quilter Academy is evolving beyond qualifications to equip the next generation with the skills and confidence to succeed.

SOFI Meets... Leandros Kalisperas

Leandros Kalisperas, Chief Investment Officer at the British Business Bank, joins Stuart Breyer to explore the UK’s scale-up capital gap and what it will take to close it. They discuss the Bank’s role as the largest investor in UK venture capital and unpack initiatives such as Venture Link and the British Growth Partnership, designed to crowd in private capital alongside public investment.