What does a financial advisor do? What is financial advice? How can I plan financially to have children? When can I retire? What keeps you up at night? How much should I be saving? What is an ISA? What is a mortgage? What is a pension? How can a financial advisor help me?
In this video you can come with me behind the scene to meet with a financial advisor, listen to the finanical advice and hear the answers to my questions!
0:00 Welcome & intro
3:12 What brought you here today?
4:16 Financial goals & plans
4:30 Financial advice for the self employed
5:20 Relationship with money
5:46 Current financial position
6:10 Financial goals
6:50 What is important to you?
8:20 What do you want life to look like?
8:50 When do people retire now?
9:20 money mindset
10:12 What is wealth management?
11:50 What’s next?