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.

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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.


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