Video
6 Things You Should Know BEFORE You See A FINANCIAL ADVISER
I’ve spent more than ten years on this channel trying to equip people to organise their own finances so that they don’t need a financial adviser. But there’s definitely value for some people on some occasions to seek professional financial advice.
#financialfreedom #financialplanning #financialadvisers
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Chapters
00:00 Welcome
00:34 1. Know your objectives
01:48 2. Know your current situation
02:39 3. Your initial discussion should be free of charge
03:30 4. Understand fees
06:07 5. Restricted or independent
07:14 6. Qualification and authorisation
08:19 Summary
08:52 Conclusion
🎥 Budgeting: https://www.youtube.com/watch?v=-Yf7hDZ4nXc
🎥 Paying Off Debt: https://www.youtube.com/watch?v=lO2n9jO61cs
🎥 Wealth Protection: https://www.youtube.com/watch?v=xAYc7jliyNA
🎥 Investing: https://www.youtube.com/watch?v=SStg4QsivZw
🎥 Platforms, Pensions, ISAs: https://www.youtube.com/watch?v=EwNGzDzOIMQ
🎥 Risk: https://www.youtube.com/watch?v=LGGbyrh2HqU
🎥 Retirement Investing: https://www.youtube.com/watch?v=wL87j34VCEk
🎥 Pension Retirement Options: https://www.youtube.com/watch?v=af4tEgAq2Ko
🎥 Estate Planning: https://www.youtube.com/watch?v=B0tkAUhE2AQ
🎥 Money & Life: https://www.youtube.com/watch?v=l4wzKY9w-1o
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