The You: Part Two Resource Hub
Financial Advice
Financial Advice
We covered a lot of ground in the Money section of the book: financial planning, pensions, keeping things simple, diversification, not panicking, the often opaque nature of fees, finding an adviser you can trust, where the financial services industry has got it so wrong in the past and some of the firms that we admire.
And we mentioned repeatedly that there are two critical components when it comes to funding your Part Two are:
1. Finding an adviser you trust
You will find a list of questions to ask prospective financial advisers on pages 197-199. But I would also like to introduce you to some I have known and trusted for almost 20 years
An IFA we trust is Money Honey Independent Financial Planning. We also met Jane Hodges, a Chartered Financial Adviser whom I have known and trusted for more than 20 years. If you are looking for someone to talk to, talk to Jane. Click the logo to find out more.
2. How much do I need to fund Part Two?
2. How much do I need to fund Part Two?
Some people like to work with their financial adviser to work this out. Others like to do it themselves. Burt no matter which camp you fall into, I would like to introduce you to an online tool that I thought was brilliant …
RetireEasy retirement planning / budgeting service. (logo) A brilliant, comprehensive and easy to use service for novices and experts alike. It is so much better than trying to do it yourself. Click the logo to find out more.