If Your Financial Adviser Does This.. Run Away скачать в хорошем качестве

If Your Financial Adviser Does This.. Run Away

#meaningfulmoney #meaningfulacademy #financialadvisers ✅ 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... If your financial adviser is pressuring you, hiding fees or promising guaranteed returns… it’s time to walk away. In this episode, I break down 16 clear red flags to watch out for when choosing a financial adviser in the UK - from cold-calling and jargon-heavy sales tactics to lack of transparency around costs, process and risk. I also explain what a good UK financial adviser should do instead, so you can feel confident, informed and in control of your money. Whether you’re looking for retirement planning, pension advice, ISA investing or long-term financial planning, this guide will help you avoid costly mistakes and choose advice you can truly trust. 👉 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. 🎙️We've created a brand new YouTube channel for the MeaningfulMoney Podcast and now you can watch and listen to your favourite hosts, Pete and Roger! Check it out here:    / @meaningfulmoneypodcast   📚 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 00:57 Red Flag #1 - Leads with a product 01:44 Red Flag #2 - Cold calling 02:37 Red Flag #3 - Employs FOMO 03:13 Red Flag #4 - Lack of clarity over process 03:48 Red Flag #5 - Lack of clarity over costs and fees 04:54 Red Flag #6 – Talks and pitches instead of listening 05:36 Red Flag #7 – Obsessed with numbers, ignores behaviour 06:14 Red Flag #8 – Hides behind jargon 06:56 Red Flag #9 – Promises certainty 07:29 Red Flag #10 – Claims a ‘secret sauce’ 09:00 Red Flag #11 – Opinions before facts 09:49 Red Flag #12 – Never says “I don’t know” 10:24 Red Flag #13 – “Just trust me” 11:02 Red Flag #14 – Uses fear and criticises other advisers 11:31 Red Flag #15 – Chases returns, ignores resilience 12:12 Red Flag #16 – Sloppy basics 12:42 Conclusion 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!