Tom from @moneycoachtom joined me on this podcast episode to discuss - perhaps controversially - the financial advice industry.

Sometimes categorised by high fees and a lack of transparency, which begs the question: is a financial advisor actually worth it?

For some people, maybe. For others, maybe not.

In this episode we get into when a financial advisor isn't (or is) worth it, the questions you need to ask your financial advisor ASAP, how to actually get value, some horror stories, and more.

Listen to the episode for the full details!

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⚠️ Disclaimers: I am not a financial advisor and this does not represent financial advice, it is for entertainment purposes only. Please seek professional advice to get the best information for your personal situation. When investing, your capital is at risk and you may get back less than invested. Past performance does not guarantee future results.

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📥 Get in touch - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠

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Timestamps:

3:50 - What questions should you ask your FA?

8:45 - What about fees and value add?

13:55 - Further things to ask your FA

24:59 - What about the rise of ‘financial influencers’?

34:22 - What are some of the worse FA examples?

41:51 - When is a FA actually useful?

47:21 - What should you do?