A 1-minute watch.

Pete Matthew is managing director and financial planner at Jacksons Wealth Management, and ahead of his full interview, talks through his favourite part of financial planning, his work with Meaningful Money – a financial education website and podcast – and his thoughts on passive or active investments. 

In case you missed it in the adviser stream, Sam Shaw also spoke to Chase de Vere’s award-winning IFA, Catriona Smith.