15: What Does a Financial Planner Really Do?

Описание: In this episode of Retire Well, Matthew and Joe break down the often-misunderstood world of financial planning. 💼💡 Whether you’re nearing retirement, navigating market volatility, or just wondering what a financial planner actually does, this episode is for you.

We cover:

The difference between financial planners, advisers, and coaches
How holistic financial planning works
Real-world examples of advisor value (beyond just investment returns)
The process of working with a financial planner
How to choose a trustworthy, FCA-authorised advisor
What "chartered" means and why qualifications matter
Common myths (like the role of advisers in crypto)
Why focusing only on fees might cost you more in the long run

If you've ever wondered whether you really need a financial planner or what value they add — tune in. 💬

👉 Don’t forget to like, comment, and subscribe for more no-nonsense financial planning insights!

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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.