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Episode 42 – How to choose the right financial planner

In this episode of In the know

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:

  • the difference between financial guidance and advice;
  • what to look out for when finding a financial planning professional to work with; 
  • the difference between a financial planner, financial adviser and wealth manager; and
  • considering your own preferences.

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 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.

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Episode 42 - How to choose the right financial planner

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'Our experience of their work, from the initial review of our pension arrangements, through to a fully managed change of pension supplier and placement of our insured benefits, has been outstanding. The service, support and expertise provided has at all times been beyond our expectations. They are a truly excellent supplier with whom we hugely enjoy working with.'
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Kerry Holmes | Financial Planner
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Andy Campbell | Workplace Pensions Specialist
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Kevin Froggatt | Financial Planner
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Graham Moore | Financial Planner
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Nathan Munt | Financial Planner
'I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.'
Nathan Munt | Financial Planner
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Beverley Lee | Senior Employee Benefits Consultant
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Liz Burrows | Financial Planner
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Graham Moore | Financial Planner
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Angela Carpenter | Financial Planner
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Kevin Froggatt | Financial Planner
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