May 25, 2016
This whole website is dedicated to giving you enough information that never need to take financial advice. But there are points during all our lives, when the money spent on getting good quality advice will be worth many times the cost of advice. What are those triggers that let you know when to seek financial advice, and how do you recognise them?
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Increasingly these days I’m getting emails from listeners suggesting subjects for podcast sessions. That’s excellent, because it saves me from coming up with them! Tony from Reading is one such listener who wrote:
Is there a rule of thumb we can use to teach us when to use a professional and when to make our own decisions ?
e.g. If I am switching a stocks & shares ISA from one provider to another - what to look out for that indicates the need for professional advice ? Or can I just go for it ?
e.g Pensions. Is it OK to simply switch pensions provider to get a more flexible product, a better deal or better service ? What are the watch outs - and when should we call an IFA ?
That’s an excellent question, and a good one to get my teeth into!
In this session, you'll discover:
Thanks to Tony for the idea for this session; I hope it clarifies things for him, and for all of you!
Course: Learn How To Invest
Podcast: Session 22 - All About Trusts
I love to read and respond to your comments, so please do join in and share. Question: Can you think of any other times when you should or shouldn't seek advice? Let me know in the comments...
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