The tax year end is fast approaching and, as usual, I cover the things you need to be thinking about.
Finish Well
Episode 186 – Financial Planning vs Financial Advice
Is there a difference between a financial adviser and a financial planner, and if so, does it even matter? I
Episode 182 – Victory Dance II
I won again! I have received the Professional Adviser Baillie Gifford award for Financial Education at the Professional Adviser Awards
Episode 173 – When it all goes wrong: FOS and FSCS
In this video I look at what your options are when things go badly wrong, when the advice you receive
Episode 169 – Christmas 2011
Time to take a few minutes out to wish all my viewers a Merry Christmas, and a very Happy New
AdviserLive – a day in the life of Pete Matthew
This is a six minute segment made by BrightTalk for a recent pilot episode of AdviserLive, a magazine show for
Episode 163 – LIVE No. 5 – Later Life: Equity Release and Long Term Care
The final LIVE show for Financial Planning Week 2011 was on Later Life issues. I go through a very quick
Episode 150 – A little milestone, and some updates!
I’m pleased to launch the new MeaningfulMoney branding and website on this little milestone of 150 episodes. Thanks to my
Episode 146 – Equity Release X: Series Summary
Wrapping up our most recent series. If you take anything away from the series, take these five things… Slightly iffy
