Host James wants a yacht - alas his fund is presently only fit for a pedalo. But he has a goal, which is what this episode is about.

Practice Principal Rachael is joined by special guest Alex Dent from leading accountants Saint & Co, as the team explore financial goals - and what can be done to help achieve them.

So if you have a dream, a business or a plan in life, this pod will help as you make some important considerations.

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Rachael Bell is a financial adviser and financial consultant offering investment advice

The team offer advice on

Retirement planning

Tax planning advice

Estate planning

Wealth transfer

Investment portfolio review

Sustainable investing