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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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How do I get advice if I'm not rich?|How do i get advice if I'm not rich?
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S9E3: How can I get advice if I’m not rich?

January 31, 2018
This week we continue our series answering your burning questions, as submitted by you in my 2017 listener survey. I had 250 responses, and you asked some great questions, including one about the point where it makes sense to seek advice rather than DIY, and how to get that advice without it costing a fortune. Fortunately, I know a woman who can help!

This week we continue our series answering your burning questions, as submitted by you in my 2017 listener survey. I had 250 responses, and you asked some great questions, including one about the point where it makes sense to seek advice rather than DIY, and how to get that advice without it costing a fortune. Fortunately, I know a woman who can help!

Update March 2023 – Sorry, Lesley has now retired and the Simplified Money service has closed.

How do i get advice if I'm not rich?

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7IM LogoThis 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 do I get advice if I'm not rich?

Before I go any further, I told you last week I was going to talk about balance, and I will address that topic very shortly and definitely in this season. I’m still trying to finish the book so am devoting all my writing time to that.

But today I talk to Lesley James, founder of Simplified Money, who is on a mission, as you’ll find out. Stay tuned until the end of the conversation as I have some other things you might want to look at as you embark on your own financial planning journey.

Resources mentioned in this episode

Service: Sorry, Simplified Money has now closed.

App: 7IMagine on App Store and Google Play

App: Envision Your Money

**No transcript this week, sorry!**

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Service: Update March 2023 – Sorry, Simplified Money has now closed

App: 7IMagine on App Store and Google Play

App: Envision Your Money

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