Episode Four - Goals - and how to achieve them

Host James wants a yacht - alas his fund is presently only fit for a pedalo. But he has a goal, which is what this episode is about. Practice Principal Rachael is joined by special guest Alex Dent from leading accountants Saint & Co, as the team explore financial goals - and what can be done to help achieve them. So if you have a dream, a business or a plan in life, this pod will help as you make some important considerations. __ Rachael Bell is a financial adviser and financial consultant offering investment advice The team offer advice on Retirement planning Tax planning advice Estate planning Wealth transfer Investment portfolio review Sustainable investing