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72,608 Views ā¢ Jun 27, 2022 ā¢ Click to toggle off description
#financialfreedom #financialplanning #financialadvisers
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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
š„ Budgeting: Ā Ā Ā ā¢Ā TheĀ ULTIMATEĀ GUIDEĀ ToĀ BudgetingĀ Ā
š„ Paying Off Debt: Ā Ā Ā ā¢Ā TheĀ UltimateĀ GuideĀ toĀ PAYINGĀ OFFĀ DEBTĀ Ā
š„ Wealth Protection: Ā Ā Ā ā¢Ā TheĀ UltimateĀ GuideĀ ToĀ WEALTHĀ PROTECTIONĀ Ā
š„ Investing: Ā Ā Ā ā¢Ā TheĀ UltimateĀ GuideĀ ToĀ INVESTINGĀ -Ā Par...Ā Ā
š„ Platforms, Pensions, ISAs: Ā Ā Ā ā¢Ā TheĀ UltimateĀ GuideĀ toĀ PLATFORMS,Ā PENS...Ā Ā
š„ Risk: Ā Ā Ā ā¢Ā TheĀ UltimateĀ GuideĀ toĀ RISKĀ Ā
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Views : 72,608
Genre: Education
Date of upload: Jun 27, 2022 ^^
Rating : 4.75 (256/3,836 LTDR)
RYD date created : 2024-05-07T18:27:40.216938Z
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YouTube Comments - 121 Comments
Top Comments of this video!! :3
What a massively useful video. Many thanks. Just got an inheritance and seeing a financial advisor. Now I know what to ask!
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Found your post interesting to watch. I can't wait to see your new videos soon. Good Luck with the upcoming update. This YouTube channel is really very informative and effective.
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Damn good video. Very helpful. Watching from SA and most of it is applicable.
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Toby Newbatt brought me here, and I am forever grateful!! I am a mom to a toddler, 37, and have no clue about how to build financial wealth. Here to learn all that I can, so I can give my child a brighter future that will be secure for him and his needs.
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Top advice Pete, especially points 4 & 5. Thank you !
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I already hit the subscribe button!! hands down one of the BEST TO THE POINT videos I have seen thank you! I am seeing a financial advisor soon!!
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Without question this is fantastic advice. š
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Thank you, very helpful
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This is very Helpful!
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Many thanks. Very helpful advice.šš
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Fantastic advice, thanks.
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Thanks!
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Hi Pete, thank you for this fantastic video. My financial planner has recently retired and his son has taken over his clients. His son has offered a telephone consultation (which I probably would have had with his dad if he hadn't retired as I am due an annual review). Do you think a face to face is better for the first consultation, as I have never met him and should I pay for this? Thank you so much.
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As an Australian Financial Adviser I found this video refreshing. Our industry has been going through many legislative changes over the past few years with a very strong focus on creating a much broader standard of delivering what a professional advice service should be. We lack many videos or clear communication to the public as we are a good 10 years from the UK, where the perception is we provide lucrative advice to make people rich but also rip people off. I feel that no one knows what we do and when we explain the service, ideal client types and what advice looks like today, people are shocked and had no clue. The idea of trying to be everything to everyone is fading though.
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Restricted v. independent - is very important. I am currently helping a family member get shot of SJP - a large chunk of the gains went in fees for recommending their own products. The new independent financial adviser will cost 5k a year, compared to 30k a year. That is not a typo, really 30k per year. So a saving of 25k and independent advice.
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Great Vid ! I just moved all my $ to Fidelity (IRAs, 401k's-wife and me, savings). It's great to have it all in one place. I then went to see my Fidelity Advisor in his office. He checked over my IRAs & 401k and he said that he saw no red flags. Basically, to keep doing what I'm doing. I believe they work on salary which keeps my mind and at ease. BTW I'm 60. Thanks Jeff
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Thanks for such a detailed video. Am in RCN and took the offer of a free first consultation with an advisor. Wanted advice about nhs pension and private pension. Basically said keep nhs pension. Which I had already told him would do and that was it. Been at a loss since with regards to savings and pensions. The information you put out has been amazing. Thank you for showing what I should expect from FA and pointers about pensions, savings and investments. I really appreciate it.
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Good advice - I'd probably throw in (alongside SPS and restricted/indy) checking the firm/advisor on the FCA register (see if they're legit, history, if the firm is restricted etc.).
I'd disagree with the indy / restricted point, as I can see positives and negatives for both, however the overall point of doing due diligence is the key message, thanks for the vid!
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For step 2, is that as part of the initial contact (step 3) or afterwards? My gut reaction to providing such detailed information about my accounts & policies without having officially engaged their services (payments, contracts, etc.) is distrust. (I totally get the advice of not being "cagey" once the relationship is established.)
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@UKGeezer
9 months ago
The advisor I saw in the initial meeting just wanted to sell me an ISA and pension with the company she was affiliated with and charge me 4k for the privilege of setting them up. She didn't even give me a reason for wanting to set up a new pension when I asked why I shouldn't just transfer my old pension to my current workplace pension, which was much cheaper. Needless to say I didn't hire her, and I'm now very cautious when it comes to advisors. I learned very quickly the questions you listed are paramount. I set up my own S6S ISA in the end, with a few very cheap globally diversified ETFs and no platform fees. I will seek further advice on transferring my pension - with a different advisor š
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