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Episode 42 - How to choose the right financial planner
In this episode, Nathan Munt and Emma Hannon discuss some of the things you must consider when seeking a financial planner to assist you.
Within their conversation, they cover:
Whether you are considering financial advice for the first time, or are looking for a new professional to help you achieve your objectives, this episode is for you.
Important information
The contents of this podcast do not constitute financial advice. The impact of taxation (and any tax relief) depends on individual circumstances. This has been prepared based on our current understanding of UK Law, Taxation and HMRC practice, all of which could be subject to change in future. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
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By Lucas Fettes Financial PlanningIn this episode, Nathan Munt and Emma Hannon discuss some of the things you must consider when seeking a financial planner to assist you.
Within their conversation, they cover:
Whether you are considering financial advice for the first time, or are looking for a new professional to help you achieve your objectives, this episode is for you.
Important information
The contents of this podcast do not constitute financial advice. The impact of taxation (and any tax relief) depends on individual circumstances. This has been prepared based on our current understanding of UK Law, Taxation and HMRC practice, all of which could be subject to change in future. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
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