How To Spot A Good Or Bad Financial Adviser

Описание: ✅ 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.

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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

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