A Dab Of Investment

Ep22: What to Look for in a Financial Adviser

July 13, 2023 Applewood Independent Ltd Season 1 Episode 22
Ep22: What to Look for in a Financial Adviser
A Dab Of Investment
More Info
A Dab Of Investment
Ep22: What to Look for in a Financial Adviser
Jul 13, 2023 Season 1 Episode 22
Applewood Independent Ltd

Welcome to A Dab Of Investment.

In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the most important things to look for in a financial adviser.

He takes us behind the scenes, exposing various secrets of the industry; why working backwards from a retirement goal can be beneficial to some clients; and how the best advisers keep on top of ever-changing landscapes.

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To get in touch with us, please visit our website: https://applewoodindependent.co.uk/

Show Notes

Welcome to A Dab Of Investment.

In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the most important things to look for in a financial adviser.

He takes us behind the scenes, exposing various secrets of the industry; why working backwards from a retirement goal can be beneficial to some clients; and how the best advisers keep on top of ever-changing landscapes.

--------------------------------------

To get in touch with us, please visit our website: https://applewoodindependent.co.uk/