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The Meaningful Money Personal Finance Podcast

BQ10: How can I find an adviser I can trust?

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 21 March 2018

⏱️ 27 minutes

🧾️ Download transcript

Summary

As you know, I started MeaningfulMoney to give you everything you need to know and everything you need to do to secure your financial future. But long-time listeners will also know that I am an advocate for professional financial advice when necessary. But how can you know that the adviser you’re thinking about working with is firstly a real regulated adviser, a secondly a specialist in your required area? Today we’ll find out.

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money Podcast season 9 episode 10.

0:03.7

Here we go. This is the podcast dedicated to helping you put your finances in order.

0:17.0

My name is Pete Matthew and I'm going to share with you everything you need to know

0:20.0

and everything you need to do to secure your financial future.

0:23.4

I'm here to help you make sense of money.

0:25.6

Here we are once again folks great to have you with me as you know I started

0:37.4

meaningful money as I've just said to give you everything you need to know and

0:41.0

everything you need to do to secure your financial

0:43.4

future. But long time listeners will also know that I'm an advocate for

0:46.8

professional financial advice when necessary. But how can you know that the

0:52.3

advisor you're thinking about working with is firstly a real regulated advisor and secondly a specialist in your required area?

1:00.0

Well, today we're going to find out after the main body of the show.

1:03.0

I'll be looking at a couple of reviews that have been left,

1:05.0

both from the States this week, which is nice,

1:07.0

announcing what we're going to be talking about next time and all that jazz.

1:10.0

But before all that, as usual, remember, this podcast is brought to you with the help of my friends at 7 Investment Management.

1:15.0

And they specialize in multi-asset investing, something I talk a lot about on this show,

1:20.0

and I think that should form the core of most people's portfolio.

1:23.0

7.m. have been helping me out here on meaningful money for ages.

1:26.0

Please do check out what they're up to at 7.I.m. dot code at UK and maybe say hi

1:30.0

and thanks for sponsoring the show.

1:32.0

My guest today is Ray Adams

...

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