Podcast Episodes
Back to Search#14 When Pensions Meet Bitcoin: Sam Roberts on Risk, Models & Sound Money
Episode 14
In this episode of The Bitcoin IFA, Dan is joined by Sam Roberts, Director of Investments at Cartwright, where he helps pension schemes and institutions manage their long-term investments.
The convers…
Published on 8 hours ago
#13 Charlie Morris “The Internet’s Reserve Asset: Bitcoin, Gold, and the Future of Money”
Episode 13
In this episode of The Bitcoin IFA Podcast, Dan sits down with Charlie Morris – seasoned investor, former HSBC fund manager, and founder of ByteTree.
From military training to managing billions in mul…
Published on 2 weeks ago
#12 Mark Martin: From Anaesthetist to IFA: Nodes, CGT Records & Getting Off Zero
Episode 12
Former anaesthetic registrar Mark Martin shares his path into running a financial advice firm;
Why 0% = shorting Bitcoin;
And how he’s leveling up by running his own node and tightening CGT record-k…
Published on 4 weeks ago
#12 Mark Martin: From Anaesthetist to IFA: Nodes, CGT Records & Getting Off Zero
Episode 12
Former anaesthetic registrar Mark Martin shares his path into running a financial advice firm;
Why 0% = shorting Bitcoin;
And how he’s leveling up by running his own node and tightening CGT record-k…
Published on 4 weeks ago
#11 Ric Edelman on Bitcoin, Regulation, and Why Advisers Should Consider Diversifying into Bitcoin
Episode 11
In this episode, Dan sits down with Ric Edelman, one of the most influential financial advisers in the U.S. and a vocal advocate for responsible Bitcoin education.
Ric is the founder of Edelman Financ…
Published on 1 month, 1 week ago
#10 James Priday on Running a Bitcoin Portfolio and a Regulated Advice Firm
Episode 10
In this episode, Dan speaks with James Priday, CEO of P1 Investment Management and MD of Prydis Wealth, about the unique position he holds at the intersection of regulated advice and forward-thinking…
Published on 1 month, 3 weeks ago
#9 Victoria Hicks: Scaling, Exiting, and Why Advisers Shouldn’t Ignore Bitcoin
Episode 9
In this episode, Dan speaks with Victoria Hicks, CEO of MELO, the UK’s leading growth and exit partner for financial advice firms.
They dive into how advisers can grow, scale, or exit their businesses…
Published on 2 months, 1 week ago
#8 Chris Clark on Balancing Bitcoin Beliefs with FCA Compliance
Episode 8
In this episode, Dan speaks with Chris Clark, owner and IFA at Advance Wealth and a passionate Bitcoiner.
Chris shares his personal Bitcoin journey, from curiosity to conviction, and the real-world ch…
Published on 2 months, 3 weeks ago
#7 Peter Lane on the FCA, ETNs & Why the UK May Finally Be Catching Up
Episode 7
In this episode, Dan sits down with Peter Lane to discuss the FCA’s recent move to lift the ban on crypto ETNs for UK retail investors, a potential turning point for regulated Bitcoin access in the U…
Published on 3 months ago
#6 Bitcoin on the Balance Sheet: Robin Thatcher on Smart Company Strategy
Episode 6
In this episode, Dan speaks with Robin Thatcher, better known as The Bitcoin Accountant, about the practicalities, benefits, and tax considerations of holding Bitcoin in a UK limited company.
With inc…
Published on 3 months, 2 weeks ago