If Your Financial Adviser Does This.. Run Away

Описание: #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.

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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

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