• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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

  • Home
  • About
    • Contact
  • Learning Centre
    • Podcast
    • Video
    • Articles
  • Work with Pete
  • How to
    • Get Started
    • Build Wealth
    • Enjoy Your Money
  • Resources
|
  • 26:54
  • Download Episode

S9E10: How can I find an adviser I can trust?

March 21, 2018
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.

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.

Podcast: Subscribe in iTunes | Play in new window | Download

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 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

Website: Adviserbook

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”]

Share the love

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

iTunes Button 2015

Filed Under: Build Wealth, Enjoy Your Money, Finish Well, Get Started, Podcast, PodcastForHomePage, Season 9 - Burning Questions

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

Resources

Website: Adviserbook

Book

READ THE FIRST CHAPTER FOR FREE

Enter your name and email address below and I’ll send you the first chapter of the Meaningful Money Handbook for FREE.

    Recent Posts

    • 5 Big Retirement Mistakes (and How to Fix Them)
    • Listener Questions – Episode 15
    • Urgent Pension Warning: Government Risking YOUR Money
    • Listener Questions – Episode 14
    • Listener Questions – Episode 13
    Book

    READ THE FIRST CHAPTER FOR FREE

    Enter your name and email address below and I’ll send you the first chapter of the Meaningful Money Handbook for FREE.

      Footer

      It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules.

      Hopefully what you’ll find here are simple tips and tricks to help you in your financial planning. If I can help in any way, email me here, or contact me via the SocMed links below.

      Check out our best resources here...BEST RESOURCES

      • Home Page
      • About
      • Learning Centre
      • Work with Pete
      • Resources
      Copyright © 2020 Meaningfulmoney | All Rights Reserved | Privacy Policy | Cookies | Disclaimer | Website Designed by Jammy Digital
      This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.AcceptReject Read More
      Privacy & Cookies Policy

      Privacy Overview

      This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
      Necessary
      Always Enabled
      Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
      Non-necessary
      Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
      SAVE & ACCEPT