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.

News

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

Dealing with volatility

Bumpy rides in the stock market are nothing new, but they can be hard for investors to deal with. In the last few weeks, we’ve seen more stock market volatility, with energy prices and supply chain fears weighing on prices.

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What might we expect from Rishis Budget

As the Conservative Party sets out its stall this week at the conference, many eyes will be on Rishi Sunak for clues as to how he will change our personal finances with his Budget on October 27.

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How to plan to give the legacy you want

Many of us hope to give money to our loved ones when we die, but rules around inheritance tax can mean that we end up giving a lot of it to the taxman.

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Five lessons for us all as China bans crypto

If you’ve bought into Bitcoin, Ethereum or other cryptocurrencies, chances are that you have already heard about the seismic shock that reverberated through the market last week.

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