When it comes to investing many people prefer to do it for themselves but there are times when you might want to get advice from a professional. So if you are going to use a financial adviser, in this video I cover 10 questions that you should ask them to make sure that are a good fit for you and that you are going to be happy with the service they provide as they can often be expensive so you don’t want to make a mistake!
If you want to learn more about investing then why not become a pensioncraft.com member? To find what we offer and how you can join our friendly community click here [ Ссылка ]
If you need financial advice, Unbiased, the UK’s leading online directory of financial advisers, can connect you to an Independent financial advisor for free. Additionally, if you use our link to register with Unbiased, your first consultation with a financial adviser is free. [ Ссылка ] (This link provides you with a special offer and we will also earn a small commission)
What Else PensionCraft Offers:
💡 Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: [ Ссылка ]
📰 Sign up for our free weekly market roundup to get news and views about what's going on in the stock market and wider economy [ Ссылка ]
📖 Understand investment in more depth with my online courses [ Ссылка ]
❓ Join PensionCraft on YouTube and you’ll be supporting me to make more content and I will answer your questions and respond to your comments on YouTube as a priority [ Ссылка ]
🎧Check out our free weekly podcast "Many Happy Returns" on your podcast provider of choice or here [ Ссылка ]
Timestamps
00:00 Introduction
00:47 What is your investment philosophy?
02:57 Are you independent?
04:52 What services do you provide?
06:49 How do you add value?
08:44 How are you compensated?
10:56 Is it better to pay off my mortgage or invest?
11:50 What will our relationship be like?
13:02 Why did your last few clients leave?
14:28 Do you have a yacht?
I Use The Following Data Sources To Help Me Create My Videos
(These links provide new users with a special offer and may also provide me with a small commission)
✔️ Stockopedia - New users of Stockopedia get a special 25% discount on any annual plan if they use this link [ Ссылка ]
✔️ Koyfin - New users of Koyfin get 15% off when signing up through this special link [ Ссылка ]
✔️ Sharepad - [ Ссылка ] 2nd month free for monthly subscribers & Additional free 13th month for annual subscribers
✔️Cbonds - provides you with a high quality and comprehensive source of bond market data and up to 50% off their private investors’ dedicated plans when you use this link [ Ссылка ]
Where Else You Can Find Me
🌐 Website - [ Ссылка ]
📱 Twitter - [ Ссылка ]
👨 Facebook - [ Ссылка ]
🔗 LinkedIn - [ Ссылка ]
Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist [ Ссылка ]
📹 Income Investing playlist [ Ссылка ]
📹 Investing With Vanguard playlist [ Ссылка ]
📹 Portfolio Building Blocks playlist [ Ссылка ]
DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.
