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| Name | 6 Things You Should Know BEFORE You See A FINANCIAL ADVISER |
| Video Uploader | Video From MeaningfulMoney |
| Upload Date | This Video Uploaded At 27-06-2022 14:00:02 |
| Video Discription | 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 🔴 https://youtu.be/bp5R3dIQzhU - Click here to watch How I Invest My Own Money 👉 MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/ff-1/ 👉 MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/buildwealth 👉 MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/retirementplanning 🏷️ Use PROMO Code "YOUTUBE" to save on any of the three courses. Chapters 00:00 Welcome 00:24 Intro 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 📙 The MeaningfulMoney Handbook: http://petesbook.com The MeaningfulMoney Community (Facebook): 👉 https://meaningfulmoney.tv/community 👉 Life Insurance with LifeSearch: https://meaningfulmoney.tv/lifesearch 👉 Farewill - Discount off your Will: https://meaningfulmoney.tv/resources/wills-from-farewill FOLLOW ME: ✔ Facebook: https://www.facebook.com/meaningfulmoney ✔ Twitter: https://twitter.com/meaningfulmoney ✔ Instagram: https://www.instagram.com/meaningfulmoney.tv ✔ LinkedIn: https://www.linkedin.com/in/petematthew/ ✔ Website & Podcast: https://meaningfulmoney.tv ⚠️ IMPORTANT: Please be aware that MeaningfulMoney does NOT endorse or recommend ANY people or businesses claiming to be experts in crypto or other investments. We would never recommend you any investment strategies within the comments section. Please protect yourself against spam and misleading information from fake accounts and please do not share any private or sensitive information. 📫 Leave me a comment below - I read all of them and love hearing from you! |
| Category | Education |
| Tags | financial planning | financial adviser | financial planner | how to be financial advisor | do i need a financial advisor | financial advisor advice | financial objectives | obtaining financial freedom | financial obstacles | adviser fees | advisers uk | uk finance | financial planning uk | financial qualification | CFA |
