Claim OwnershipThe Bitcoin IFA Podcast
Subscribed: 2Played: 9
Subscribe
© 2025 The Bitcoin IFA Podcast
Description
Discover why Bitcoin matters for your clients and your company. Join industry experts to unlock the regulatory, investment, and advisory secrets every curious financial professional needs to know.
19 Episodes
Reverse
In this episode, Dan and Sam Roberts dive into one of the most important conversations in UK finance right now — the dynamic between rising taxes, falling productivity, and what happens when a government edges itself into a corner. From the Laffer Curve to the realities of government spending, they examine why markets react the way they do, why wealth moves the way it does, and why an increasing number of individuals, companies, and even charities are preparing for a world where the pound may...
In this episode of The Bitcoin IFA, we sit down with Dominic McLoughney, Chartered Financial Planner at Becketts, to explore how financial advisers can navigate the fast-evolving world of Bitcoin within the framework of regulated advice. Dom shares his journey from initial scepticism to becoming one of his firm’s leading voices on digital assets. Together, we discuss the education gap, the regulatory grey areas, and why the FCA’s recent moves may reshape how advisers talk about — and eventual...
In this episode of The Bitcoin IFA Podcast, Dan speaks with Duncan Moir, President of 21Shares and former Head of Digital Assets at Aberdeen, about the FCA’s decision to lift its ban on crypto ETNs. They explore what this landmark change means for UK advisers and investors, how regulated access to Bitcoin and Ethereum ETNs will evolve, and why 21Shares believes this marks a pivotal moment for crypto’s place in traditional portfolios. 21Shares Website Enquire about P1 Investments here - mar...
In this Part 2 episode, host Dan sits down again with Sam Roberts, Director of Investments at Cartwright Pension Trusts — and one of the first in the UK to place Bitcoin within a pension fund. Together, they explore why Bitcoin continues to rise in value when measured in fiat, and what that reveals about money, power, and freedom. From gold and proof-of-work to the Cantillon Effect and central bank control, this conversation unpacks why the hardest money ever invented may also be the fa...
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 conversation begins with the limits of financial models and why they often break down when real-world behaviour takes over. From there, Sam and Dan dive into how an ever-debasing currency reshapes incentives, reduces quality, and distorts markets. They explore Austrian versus Keynesian views of the econ...
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 multi-asset portfolios, Charlie shares how discipline, leadership, and a sharp eye for diversification shaped his financial career. We trace his first encounter with Bitcoin in 2012, why he dismissed it at first, and how a deeper look at blockchain technology changed his perspective entirely. The co...
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-keeping to protect clients from HMRC pain; We also dig into the practical Bitcoin rails and UK ETN readiness for advisers. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website - www.thebitcoinifa.com We always recommend watching ‘What’s the Pr...
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 Financial Engines, a $300B advisory business, and has been ranked the #1 independent financial adviser in the country by Barron’s. He’s the author of 13 bestselling books and the founder of DACFP, the Digital Assets Council for Financial Professionals, which has trained thousands of advisers globally ...
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 Bitcoin investing. James is behind one of the UK’s first Bitcoin-inclusive regulated investment solutions, a rare offering in the current compliance-heavy landscape. We dive into how he balances his fiduciary responsibilities with his personal conviction in Bitcoin, the demand from clients, and ...
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 more effectively, and why Bitcoin is a topic no forward-thinking firm can afford to ignore. From adviser consolidation trends to the mindset shift needed for digital assets, this episode is essential listening for any IFA thinking about their firm’s future in a changing world. Whether you're ...
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 challenges of holding that conviction within the confines of FCA compliance. They discuss how Chris is preparing for the eventual lifting of the UK’s retail crypto ban, what it’s like being a Bitcoiner in a regulated advice firm, and why more advisers need to get up to speed, before clients start...
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 UK. Peter unpacks what this means for investors, advisers, and the broader regulatory landscape, including: Why ETNs are just the beginning The differences between ETFs and ETNs (and what advisers need to know) What financial advisers should be doing now to prepare Why the FCA’s consultation i...
In this bonus episode of The Bitcoin IFA Podcast, Dan is joined once again by Alan Smith, CEO of Capital Asset Management, to react to the FCA’s bombshell announcement: the proposed lifting of the retail ban on crypto ETNs. Alan shares his first impressions of the consultation, why it marks a major turning point for UK financial advice, what advisers should do to educate themselves, and how advisers may now have to include crypto ETNs in their client recommendations. If you’re an advi...
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 increasing interest from directors, founders, and IFAs around company treasury strategies, Robin explains why holding Bitcoin on the balance sheet may make sense for some businesses, and the correct tax treatment for buying, holding, and selling Bitcoin within a company. Whether you're an ac...
In this episode, Dan speaks with Peter Lane, co-founder of Jacobi Asset Management, who launched Europe's first spot Bitcoin ETF. They explore why ETFs matter, how regulatory bottlenecks are blocking UK access, and what financial advisers can do to prepare clients for professional Bitcoin exposure. A clear, accessible conversation with real solutions for IFAs navigating a broken access landscape. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website...
In this episode, Dan speaks with Pete Dunworth, a former wealth adviser and co-founder of The Bitcoin Adviser, about why Bitcoin may still represent a once-in-a-generation opportunity. Pete shares what he's learned from helping high-net-worth families safely self-custody Bitcoin, why financial advisers are perfectly placed to lead this conversation, and how UK professionals can prepare for a world where Bitcoin is no longer niche. A grounded, practical look at how advisers can evolve with t...
In this episode, Dan speaks with Freddie New, Co-Founder and Head of Policy at Bitcoin Policy UK, about why Bitcoin is misunderstood by regulators and misclassified by the FCA. Freddie explains the key differences between Bitcoin and broader crypto assets, how regulation is holding back adoption, and what financial advisers need to know to stay ahead of the curve. A clear, policy-focused conversation for professionals ready to dig deeper. Enquire about P1 Investments here - mar...
In this episode, Dan is joined by Joe Bryan, creator of What’s The Problem?, to explore how inflation, fiat currency, and declining productivity are eroding wealth and stability. From his time in investment banking to launching a powerful new financial education project, Joe shares why Bitcoin may offer hope, and why advisers need to understand the deeper structural issues behind client servicing in the financial industry. This one goes beyond the numbers. Enquire about P1 Inve...
In this episode, Dan speaks with Alan Smith, CEO of Capital Asset Management, about why financial advisers need to stay curious about Bitcoin, even if they’re cautious. From his early skepticism to his evolving perspective, Alan shares honest insights on regulation, client expectations, and how the profession can approach Bitcoin responsibly. A must-listen for IFAs navigating an uncertain but rapidly changing financial landscape. Enquire about P1 Investments here - marketing.p1...
Comments
Download from Google Play
Download from App Store
United States