When Do I Need a Financial Adviser?

Plouta: For Financial Wellness by Vignes

Episode notes

Most people think financial advice is only for the wealthy but that’s not the case. In this episode, Vignes (Founder of Plouta) talks with FCA-regulated Independent Financial Adviser Joshua Shepherd about when and why you might consider working with a financial adviser, what it really costs and how they can help you achive finanical independence.

What you will hear in this podcast:

✅ What’s the difference between independent and restricted advisers

✅ What financial advisers actually do from pensions and ISAs to inheritance tax and insurance

✅ How advisers charge: flat fees vs percentage-based

✅ When it makes sense to book a consultation

✅ How to find a trusted FCA-regulated adviser

Whether you’re planning for retirement, growing investments, or simply want to make smarter money decisions, this ep ... 

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