What to expect when meeting a
financial adviser for the first time

In our second podcast, we take a closer look at the advice process. Independent financial advisers Karl Thorpe and Bobby Dhesi, and diary manager Louise Webb talk you through the process, from when you first get in touch for advice to meeting with an adviser for an introductory chat.

Listen to the podcast now

Download the podcast here.

Thinking about what to do with your finances and want to find out more about the difference between financial advice and guidance? Read our latest article here.

Want to discuss this podcast?

If you’ve got any questions about the podcast or you’d like to discuss your financial planning needs, call us on 03330 601 521 to arrange a friendly chat with an expert adviser.


Find all the latest industry news, all written by our in-house industry experts.

Monthly economic commentary: May 2020

The coronavirus pandemic has led to an increase in government borrowing. Our chief economist looks at the likely economic impact and highlights the longer term implications for investors.

Monthly economic commentary: May 2020

Monthly economic commentary: April 2020

Our chief economist Colin Warren offers a Q&A on the coronavirus, the economy and markets, He considers the outlook and whether now is a good time to invest.

Monthly economic commentary: April 2020

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