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.
This podcast is brought to you with the help of Seven Investment Management, who specialise in multi-asset investing, something I talk about a lot, and which I think should form the core of most people’s investments. 7IM have been helping me out here on MeaningfulMoney for ages, and I'm very grateful.
You can see what they’re up to at 7im.co.uk
How can I find an adviser I can trust?
My guest today is Ray Adams. I’ll let him introduce himself shortly, but he has launched a service called Adviserbook to help members of the public find an adviser to suit them. As Ray explains, his service is different from the incumbents, and I’m really pleased to have him tell us about that today.
Resources mentioned in this episode
Check out the PostScript below [scroll down]
**No transcript this week folks, sorry!**
PostScript – the after the show show
Join me for a few minutes extra stuff, including some questions to ask a potential adviser, by playing the video below…
[video_embed url=”https://www.youtube.com/watch?v=Jck469YXH_U” embed_style=”default” border=”yes”]
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