How To Spot A Good Or Bad Financial Adviser скачать в хорошем качестве

How To Spot A Good Or Bad Financial Adviser

✅ We’ve created a no-nonsense PDF checklist to help you quickly examine your situation and spot potential red flags. It summarises exactly what to look out for — and what a good UK financial adviser should be doing instead. Download it and make sure you’re being advised, not sold to: https://meaningfulmoney.tv/adviser-ch... Thinking about hiring a financial adviser in the UK? In this episode, Pete and Roger break down the clear green flags and red flags that help you spot a good financial adviser from a bad one, before you commit. You will learn what to look for around fee transparency, evidence-based investing, clear communication, and avoiding pressure tactics, plus the key “first meeting” questions to ask so you can make a confident decision. Essential listening if you are checking the FCA Register, comparing adviser charges, or simply want to protect yourself from costly mistakes when seeking financial advice. #meaningfulmoney #meaningfulacademy #financialpodcast The notes and links from today’s show are at the shownotes - https://meaningfulmoney.tv/ Hope those answers were helpful! Keep them coming at hello@meaningfulmoney.tv with the subject line "Podcast Question" Check out MeaningfulAcademy: 👉 MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/financi... 👉 MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/buildwe... 👉 MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/retirem... 🏷️ Use PROMO Code "YOUTUBE" to save on any of the courses. 🌟 Check out main YouTube channel:    / @meaningfulmoney   📚 Recommended Resources: Get your copy of my latest book, The Meaningful Money Retirement Guide, packed with practical strategies to help you retire confidently: 📙 (NEW) https://meaningfulmoney.tv/meaningful... 📝 Free Resources: Take the quick 5 Retirement Mistakes Quiz to see how well-prepared you really are for retirement: https://scoreapp.meaningfulmoney.tv/5... 📙 The MeaningfulMoney Handbook: [http://petesbook.com](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/... CHAPTERS: 00:00 Welcome 03:52 Everything you need to KNOW 03:59 KNOW - life vs product 05:17 KNOW - listens vs talks 06:39 KNOW - behaviour vs numbers 08:24 KNOW - clear vs vague 09:37 KNOW - plain english vs jargon 11:20 KNOW - transparent fees vs evasive costs 13:11 KNOW - probabilities vs certainties 14:47 KNOW - evidence based vs secret ‘sauce’ 16:14 KNOW - calm vs urgent 17:44 KNOW - facts first vs opinions first 19:49 KNOW - “I don’t know” vs blagging 20:41 KNOW - written rationale vs ‘trust me’ 21:40 KNOW - respects advisers vs criticises advisers 23:38 KNOW - growth & protections vs chasing returns 25:31 KNOW - professional vs sloppy 29:09 Everything you need to DO 29:15 DO - ignore unsolicited approaches 31:55 DO - verify they’re legit 33:46 DO - get fees and scope in writing before committing 36:33 DO - first meeting questions 43:37 DO - pressure test 47:49 Outro FOLLOW ME: ✔ Facebook:   / meaningfulmoney   ✔ Twitter:   / meaningfulmoney   ✔ Instagram:   / meaningfulmoney.tv   ✔ LinkedIn:   / petematthew   ✔ Website & Podcast: [https://meaningfulmoney.tv](https://meaningfulmoney.tv/) ⚠️ Risk Warnings and Disclaimers *Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. The information in this video is believed to be correct at the time of its production, but such information is subject to change. E&OE.* Copyright © Meaningful Money Limited 2025. All rights reserved. The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it. ⚠️ 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!