In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss where inflation is being seen and the expected effects on the market.
If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Charlie Reading new book, The Life Legacy Gift and the kind of things you should think about when planning your legacy.
If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through a general update on the property market, crypto and stocks.
If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what an ISA is, the types of ISAs available and the benefits and misconceptions associated with them.
If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Discretionary Investment Management and the pros and cons of this process.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the best way to assess your finances, including reviewing and rebalancing your investment portfolio, reviewing your insurance policies and trusts and ensuring your initial financial plan is still on track.
If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how to introduce the concept of finances to your children and skills to introduce early on to help them develop good habits with their money.
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In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the latest news topics and give their thoughts on the financial headlines.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the lifetime allowance cap being frozen, pension protection and what you can do if you’re concerned about this issue.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting.
If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the cautious approach a lot of pubs are taking to reopening and the current situation regarding inflation.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing.
If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk below and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, the Financial Planners sit down with Efficient Portfolio’s Mortgage Adviser, Andrea, to talk about critical illness cover, the scenarios in which taking critical illness cover would prove to be useful, reviewing your protection when purchasing a house and the choices that are available with this type of insurance.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners give an overview of bonds including how they work, their general characteristics, the status of the bond markets and alternative investment options.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible.
If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners take inspiration from a recent BBC News article and discuss five ‘animals’ you might spot in the financial jungle, from black swan events to stag investors - and what they may mean to you should you encounter them.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the havoc the American hedge fund, Archegos Capital, has caused recently.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the details of the recent UK pension legislation changes and the affect they may have on those intending to retire early.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the US economy, recent volatility in the market and the potential effects of inflation.
If you've got any financial topic that you'd like to see covered, please email us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how businesses have adapted to working from home and how this new work/life balance this may affect job role considerations for people going forward.
If you've got any financial topic that you'd like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
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