))
FYR045 How the Role of a Financial Planner has Evolved with Anthony Villis
Manage episode 407368850 series 3561018
Content provided by Lee Cleasby from Fund Your Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Cleasby from Fund Your Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Antony Villis is a charted financial planner, certified wealth manager, and qualified financial coach and mentor. Anthony shares how the role of a financial planner has evolved over the last decade.
Some of the topics we will be discussing are evidence-based investing, the Monte Carlo simulation, and how the role of a financial planner has evolved to meet the modern demands of planning for retirement.
Anthony is the managing director of First Wealth, a financial planning firm based in London he co-founded with his business partner in 2009.
Timestamps:
0:00 to 1:27 Introduction.
1:28 to 4:18 Anthony Villis experience and journey in financial planning, and MD of First Wealth.
4:19 to 5:19 Focusing on the client.
5:20 to 9:50 What does a financial planner do for you.
9:51 to 14:05 Coaching clients through the wealth-building and retirement journey.
14:05 to 15:50 The three key points Anthony uses when creating a financial plan.
15:51 to 18:35 Saving using pensions and ISA’s, keep it simple to begin with.
18:36 to 23:00 Using an evidence-based investing strategy.
23:01 to 29:00 Busting myths around financial planners and advisers.
29:01 to 30:08 Closing thoughts and wrap up.
Hope you enjoy and have a wonderful day.
The FYR team.
If you like this episode, please follow for weekly updates and insights, and don’t forget to hit the share button.
Guest Links & Resources:
Visit First Wealth Website: https://www.firstwealth.co.uk/
First Wealth Evidence-Based Wealth Guide: https://www.firstwealth.co.uk/category/guides
Anthony Villis LinkedIn Profile: https://www.linkedin.com/in/anthonyvillis-financialplanning/
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
85 episodes
Share
