'What my first experience of financial advice taught me'
'It was cathartic'
"What struck me about this process was the emotions it brought to the surface."
After writing about financial advice and investments for a number of years, an experienced freelance financial journalist, who preferred to remain anonymous, took their first steps to getting fully-fledged financial advice. Here's what they learned...
A few weeks ago, immediately before the world became, understandably, obsessed with coronavirus and Covid-19, I took my first tentative steps on the path of ‘proper' financial planning. While I'd had...
More on Your profession
Last chance for BSPS victims to claim compensation
Approaching six year time limit
FCA moves to tackle 'scourge' of rising investment scams
'Dragnet approach'
FSCS fails more advice firms as four shut up shop
Defaults on 7 and 17 May
One day left to nominate for Women in Financial Advice Awards 2021
Nominate yourself, a peer or colleague
The Openwork Partnership launches TV advert on value of advice
The value of financial advice
Back to Top
More news
Last chance for BSPS victims to claim compensation
Approaching six year time limit
FCA upskills thousands of employees with compulsory cybercrime training
Compulsory training courses
TPR and FCA join forces to improve pension saving outcomes
'Seismic shift'
FCA moves to tackle 'scourge' of rising investment scams
'Dragnet approach'
Herbert Scott expands with adviser hire
New planner at Chartered firm
