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The Wallet - Do I Need a Financial Adviser?

Do I Need a Financial Adviser?

The Wallet

07/28/23 • 52 min

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Are you wondering, "Should I work with a financial adviser? How do I find one that suits me? And how much does it actually cost?" Well, you're not alone. In a sometimes complex financial landscape, managing your finances effectively is crucial, and sometimes, getting help and support is essential. Today's episode is all about demystifying the world of financial advice. I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.


PODCAST SERIES

Road to Wealth is available on The Wallet: https://pod.link/1520695849/episode/e839d25c5b41ad4c15287426ef4d28d7


RESOURCES

Cost of advice tool: https://www.unbiased.co.uk/tools/cost-of-advice

Unbiased.co.uk adviser checklist: https://www.unbiased.co.uk/find-an-adviser-checklist.pdf


SPONSOR

Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/


CONNECT WITH VESTPOD

If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe

Or read on: https://www.vestpod.com/podcast



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07/28/23 • 52 min

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