Episode 79 – How To Find The Right Advice For You
In this special episode for Financial Planning Week 2021, the guys have a chat about the questions you should ask when trying to find the financial adviser for you. Whilst slightly controversial in places, there are plenty of top tips for you to use in your hunt for the right adviser. Joining the classic #tightasstommo there is a new feature – tell us what you think of The No Shizzle Sherlock Test!
Welcomes and Introductions
The Financial Wellbeing Bookclub!
- Link to Chris Budd’s book The Vanishing Point
- Link to David Lloyds audiobook An Unwelcome Connection
- Link to the Initiative for Financial Wellbeing
What is todays podcast all about?
What questions should someone ask a financial adviser, in order to make sure they get the right adviser for them?
What is Financial Planning Week?
Hosted by the Chartered Institute for Securities & Investment, the financial planning community come together to encourage everyone to understand their finances better. Click here to find out more and explore some useful resources
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