A Day in the Life - Financial Adviser in London (what really happens)

#financialadviser #london #personalfinance

✅ RESOURCES FOR FINANCIAL PLANNERS
https://www.principlespersonalfinance...

SIGN UP TO THE MAILING LIST 🗓 - Get a weekly email on how to retire earlier, make better decisions and improve your personal finances. No spam EVER and unsubscribe at any time.
https://www.principlespersonalfinance...

WORK WITH ME - ✅ 📝
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 families and save taxes. If you would like to find out more about working with me, please follow this link:
https://www.videoask.com/f07zk2hd8

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. 🤔
https://www.principlespersonalfinance...

*Sorry about the sound at the start. 🔈 Just for transparency, the offices 🏢 I filmed the opening scenes are not the same location as the offices for the company I work for. I decided it would be easier to film somewhere out in London.
**When I say the 'good work' at 7.24 I mean what I consider the high impact, face to face stuff with clients.... not that compliance is not good work. 🙃😉

TIMECODES

0:00 - A day in the life - financial adviser in London
0:34 - My background
1:00 - The activities that make up a day
3:07 - How this changes over your career
4:10 - The diary changes
5:06 - A typical day
7:20 - The support roles
8:11 - Chasing providers :)
9:08 - The rest of the day
10:04 - Working in London
10:48 - For all aspiring Financial Advisers

A BORING BUT IMPORTANT DISCLAIMER:
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.

A WARNING
There are some scams on YouTube where a profile image is copied and 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 to educate and inform.