#financialadviser #howtobecomeafinancialadviser #financialplanning
In this video I explain the key considerations to becoming a financial adviser. What to expect and where I see the profession going.

I am a Chartered Financial Planner providing financial planning services in the UK. I help people retire earlier, make the most of their finances, protect their family and save taxes. If you would like to find out more about working with me, please follow this link:

Thinking of working with a Financial Planner but not sure yet? CLICK on the below we see the big questions you should be asking before you decide. 🤔

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0:00 – How to become a Financial Adviser
0:54 – Qualifications
3:37 – Career Paths
5:23 – Most Important Adviser Skills
7:52 – Things to Expect
8:41 – Planning & Advising
11:29 – Mentors

Chartered Insurance Institute – https://www.cii.co.uk/learning/qualifications/
Chartered Institute for Securities and Investment – Website/study-with-us” target=”_blank”>https://www.cisi.org/cisiweb2/cisi-Website/study-with-us
Chartered Financial Analyst Institute – https://www.cfainstitute.org/en/events/professional-learning
Next Gen Planners Training Contract – https://nextgenplanners.co.uk/training-contract/
Expert Pensions – https://expertpensions.co.uk/

Pete Matthews – https://meaningfulmoney.tv/
Andy Hart – https://www.mavenadviser.com/
Martin Bamford – https://www.youtube.com/c/informedchoice
Catherine Morgan – https://catherinemorgan.com/
Next Gen Planners – https://nextgenplanners.co.uk/

This channel provides information on general financial planning. It is for educational purposes only and does not constitute financial advice. Unless you take regulated financial advice only YOU are responsible for your own decisions therefore we cannot be responsible for any action or inaction you take. Please take advice specific to you before making any decisions. Principles Personal Finance is an educational channel and is not affiliated with my employer. As such views are stated are individual and should be seen as such.

Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor’s portfolio, when redeemed, may be worth more or less than its original value. Past performance is no guarantee of future results. The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.

There are some scams on YouTube where a profile image is copied then used to promote cryptocurrency scams and all that nonsense. I will never, ever, contact you selling any investment product or service. I would never do that, am not allowed by regulation and it goes against the intention of this channel is to educate and inform.


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