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Hosted by Rhiannon Gogh and Ali Fanshawe · 🇺🇸 US · EN-GB · 24 episodes
Established thought leaders with verified media credentials.
Welcome to Special Needs Planning: The Podcast created by SENDAWe’re on a mission - creating secure financial futures for every kind of life and every kind of family.And we’d love you to join us on that journey.We want to transform the advice market in Special Needs Planning. And that starts with you.Why?Because families with SEND dependents have very different financial and inheritance planning needs from those without.Join us as we keep learning more and in doing so, improve outcomes for some of our most vulnerable clients.
Rhiannon Gogh and Ali Fanshawe hosts Special Needs Planning: The Podcast, a business show with 24 episodes published.
There's a lot of negative press around at the moment around trusts. But the use of trusts for vulnerable clients or families who have children who will be lifelong dependents can be incredibly beneficial, for many reason
Jennifer Stone is an award-winning Independent Financial Adviser with over 30 years’ experience, specialising in personal injury and clinical negligence cases. Currently with Chase de Vere, she is widely recognised for h
Kelly Lampard is the founder of SEND Navigator, aneurodiversity-informed digital platform currently in development, designed to simplify the SEND system for families. Alongside building SEND Navigator, she leads the SEND
Paul is a part-time Departmental Lecturer in Taxation Law atthe University of Oxford following a career focussed on corporate financial advisory work - spending much of the last 18 years of his executive career advising
Eddie is a passionate advocate for the insurance and financial planning profession. He is a Disability and AccessAmbassador for Insurance, a Non-Executive Director of the PFS and serves on the board of the European Finan
Today we're delighted to be joined by Keith Richards to talk about Consumer Duty. Keith Richards is the founding director and CEO of theConsumer Duty Alliance (CDA), an independent, not-for-profit professional body creat
In this episode we talk about how building neurodiverse practices into your advice business can lead to better outcomes for your ND clients. In this brilliant episode, hear from Kate, a neurodiversity expert, talk about
Becoming a Special Needs Planner 🙌 In this week's podcast, we hear from Rhiannon Gogh about how she became a Special Needs Financial Planning expert and her top tips on how to transform your practice when working with f
🎙️ NEW EPISODE: The impact of proposed IHT changes on pensions for special needs families 🎙️ We've had some brilliant guests on the podcast recently, but SENDA Founders Rhiannon Gogh and Ali Fanshawe wanted to share th
Carla Brown FPFS is a Chartered Financial Planner, CEO ofOakmere Wealth Management, and the current President and Chair of the Personal Finance Society. With over 28 years of experience in financial planning, shehas buil
There's very little that Tina Emery OBE does not know about working with and supporting families with special needs loved ones. Not only does she have personal, lived experience of it, in recognition of her outstanding c
This week, we're delighted to welcome Joanne Dewar and Kris Foster to talk about Project Nemo. Project Nemo is a 12-month disability inclusion campaign with a goal to set fintech as a sector leader in inclusion, deliver
Kathryn is Head of Customer Vulnerability &Accessibility at Nationwide Building Society and has many years of expertise in delivering great outcomes for customers who need more help and support when interacting with fina
This week we're joined by Valerie Kudjoe from Mencap Trust Company. Valerie has worked at Mencap Trust for many years and has extensive experience of helping families plan for secure financial futures. Mencap Trust Compa
Today we're talking about how increasing our own emotional intelligence and our ability to assess others' emotions can help when it comes to working with clients who have children or young people with special needs and d
We're joined this week by Heledd Wyn - she has a passion for working together with other advisers for the benefit of her clients. We hear from Heledd as she advocates for the team approach to special needs planning and w
Alex Hunter is co-founder of The Dad Shift, a new campaign for better paternity leave in the UK. He's spent his career campaigning and fundraising with charities, working on issues including domestic abuse, assisted dyin
Today we talk to the brilliant Catherine Ann Reid, Founder of doqit, a life admin app designed to make your life simpler. She is also mum to the lovely Chloe who is 23 with complexadditional needs. She’s experienced firs
Today, we're talking to Jim Islam, CEO of OneFamily. Jim Islam, CEO of OneFamily, has been a motivated supporter of the Access to Child Trust Fund campaign for many years. OneFamily are the largest provider of Child Trus
Hi there and welcome to the next episode of theProvide.Protect.Prepare podcast brought to you by SENDA. My name is Ali and with me on the podcast today I have SENDA Founder, Rhiannon Gogh and our lovely guest, Rachel Wri
Jennifer Stone
Wizards of Waverly Place Actress · Chase de Vere
1 appearance on this show
Rhiannon Gogh
SEND specialist financial planner · PlanIt Future
2 appearances on this show
Carla Brown
Managing Director and Chartered Financial Planner · National Peace Corps Association
1 appearance on this show
Rachel Wright
finance and accounting expert · Verdant Strategies
1 appearance on this show
Heledd Wyn
Rothley Law
1 appearance on this show
Kelly Lampard
SEND Navigator
1 appearance on this show
Paul
University of Oxford
1 appearance on this show
Eddie
Insurance
1 appearance on this show
Keith Richards
Consumer Duty Alliance
1 appearance on this show
Kate Faxen
Neuroextraordinary
1 appearance on this show
Kathryn
Signing Banks UK
1 appearance on this show
Valerie Kudjoe
Mencap Trust Company
1 appearance on this show
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Special Needs Planning: The Podcast is hosted by Rhiannon Gogh and Ali Fanshawe. The show is categorised under business and has published 24 episodes.
Special Needs Planning: The Podcast has published 24 episodes.
Special Needs Planning: The Podcast regularly covers business. It sits in the business category.
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Episodes of Special Needs Planning: The Podcast average 34 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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