What You Need To Know Why transfer? How the process works. Things to watch out for. About DB transfers. Everything
Podcast
Helpful Basics: The Financial Advice Process
What You Need To Know Advice vs planning – Advice is product-led, Planning is outcome-led. The Financial Planning process. Establish
Listener Questions – Episode 2
Questions Asked I’ve just graduated and I’m about to start my first big job! I managed to find your podcast
Helpful Basics: How To Be Intentional
What You Need To Know The definition of being intentional. About goals. Consistency. Everything You Need To Do The Two
Helpful Basics: Pension vs ISA
What You Need To Know Putting money IN. ISA – No special treatment when you put money in. Five Types.
Helpful Basics: Self-employment and Side Hustles
What You Need To Know What is self-employment? What is a side-hustle? How tax works as a self-employed person. Everything
Helpful Basics: Credit Files and Credit Scores explained
We have a slightly different episode because today I am speaking with the good people from a company called CheckMyFile
Helpful Basics: Behaviour Is Everything
What You Need To Know We are really bad at making good decisions. Many things are objective. Our higher functions
Listener Questions – Episode 1
Questions Asked I am a higher rate tax payer and my husband is self employed and I make the voluntary
