Milestone as IFA uploads 150th client educational video

clock

Chartered financial planner Pete Matthew has marked the occasion of recording his 150th educational video for consumers by re-designing his website, Meaningful Money.

A director at Penzance-based Jacksons Financial Services, which recently became a Chartered firm, Matthew originally set up the website in April 2010. Since then, it has featured videos on a wide range of subjects, including investment trusts, the difference between active and passive investing and asset allocation. The website was set up solely for the purpose of providing personal finance education for consumers, and Matthew secured sponsorship from Seven Investment Management earlier this year to pay for its running costs. He also won the Baillie Gifford Financial Education Awar...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

Russell Andrews
clock 30 April 2024 • 5 min read
'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read