Understanding the Benefits of Professional Financial Advice

Welcome to another insightful episode of Podcasts for Business, brought to you in partnership with Network B2B. In this episode, host Steve Twynham engages with Dan Willers from Robertson Baxter to delve deeper into the importance of professional financial advice, expanding on the risks of DIY investing discussed in the previous episode.

Dan shares valuable insights into the role of financial advisors and discretionary fund managers, explaining how they collaborate to ensure clients receive the best possible returns while aligning with their risk appetite. The discussion also highlights the regulatory framework that ensures clients are well-protected and the proactive nature of advisors in maintaining client relationships.

Listeners will gain an understanding of the different types of financial advice available, the importance of regular reviews of financial plans, and how professional advice can adapt to changing personal circumstances. If you're considering financial advice or looking to understand its benefits, this episode is a must-listen.

Tune in to learn why working with a professional advisor could provide peace of mind and better financial outcomes, and stay informed about future episodes exploring the differences between independent and restricted advice.

“Robertson Baxter Limited is authorised and regulated by the Financial Conduct Authority”.

 

“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.