Скачать или смотреть 55: Retire Well Live: The Real Value of Advice + Audience Q&A

Join us for a special live‑recorded episode of Retire Well with Wealth of Advice, captured at our recent client conference with over 100 attendees.
In the first half, Matthew and Joe break down what the real value of financial advice looks like today—from risk management and asset allocation to behavioural coaching, tax‑efficient income planning, and how flexible pensions have transformed retirement.

In the second half, we open the floor to a live audience Q&A, joined by:

Chris Breward – Managing Director & Chartered Financial Planner
Jordan Linfoot – Head of Investment Research

Together, we tackle client questions on:

How advice has changed over the decades
Active vs passive investments
The role of alternatives like gold
Whether you should change your retirement investment strategy
The impact of political shifts and new budgets
Whether UK pension rules may force more investment into UK markets
Net zero, geopolitics, and the future of markets
And much more

This episode gives a candid, behind‑the‑scenes look at how advisers think, plan, and support clients—especially in a world of rising complexity and constant change.

If you'd like to attend a future live recording or event, let us know!

📩 retirewell@wealthofadvice.co.uk

Don’t forget to like, comment, subscribe, and share with anyone planning their retirement journey.


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CHAPTERS

00:00 - Introduction
01:57 - Why Financial Advice Exists
04:00 - Asset Allocation, Risk and Rebalancing
08:08 - Behavioural Coaching
12:56 - Tax Wrappers and Tax Efficiency
15:44 - Q&A

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TALK TO US

Call us: 0191 384 1008
Email us: retirewell@wealthofadvice.co.uk
Website: www.retirewellpodcast.co.uk

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www.retirewellpodcast.co.uk

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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.