Last up in my mini-series on working with an adviser: you should know that there are sweeping changes happening in
Enjoy Your Money
Episode 114 – Working With An Adviser IV: Five Questions for the First Meeting
You need to be prepared when you enter the office of someone you think might be able to help you
Episode 113 – Working With An Adviser III: Qualifications
When you’re looking to work with an adviser, it can be tricky to know what the letters after their name
Episode 112 – Working with an Adviser II: the First Meeting
In the second part of our mini-series about working with an adviser, I talk about what to expect and what
Episode 111 – Easter Special 2011
Time for another silly one, I feel. Three tenuously Easer-related financial tips for you, and some self-indulgent fun before that!
Episode 110 – Working with an Adviser I: Do you even need one?
For obvious reasons, I believe very strongly in the power and value of good financial advice. In the next few
Episode 108 – Success Factors IV: Emotion
The last of our success factors is emotion, and here I show you the things to do to make sure
Episode 107 – Success Factors III: Risk
Moving on to the third of our success factors, risk, I discuss the things to make sure you get right,
Episode 106 – Success Factors II: Costs
The second factor which can make or break your financial planning success is the careful management of costs. The effect
