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S3E9: Is financial advice worth it? Financial Planner Tom Morgan

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Content provided by Kindling Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kindling Media 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.

Tom Morgan has worked in the financial advice industry for 12 years. Recently he decided to go it alone, leaving the firm he’d been working with, because he has big concerns about how the industry works.

Tom’s website is here: https://www.orcawealth.co.uk/about

Want us to come into your workplace to give your people financial help?

Email will@getmost.co.uk

...

Sponsors

Hostinger (build your website) - and use the code MakingMoney to get 10% off: https://www.hostinger.com/makingmoney

Newsletter

If you want a summary from this episode in an easy format, please subscribe to our newsletter: https://makingmoney.email/S3E9

What's your financial health?

Take our quiz: https://makingmoneypod.scoreapp.com/

Investment platforms

Here are some of the biggest investment platforms in the UK - and Damo uses all of them too. Some of these are affiliate links. If you purchase a product or service using one of these links, we will receive a small commission from the seller. There will be no additional charge for you.

Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk.

Trading 212

Get a free share worth up to £100 when you sign up for a new Invest or ISA account and deposit at least £1.

https://www.trading212.com/promocodes/MM

If you do not get your free share after depositing at least £1, use the promo code ‘MM’ (for Making Money). You can use this code for up to 10 days after opening the account.

InvestEngine

Get a £25 bonus when you invest at least £100.

https://investengine.pxf.io/daOD2Q

Vanguard

https://www.vanguardinvestor.co.uk/

This is not an affiliate link.

This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life.

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 415183321 series 3530579
Content provided by Kindling Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kindling Media 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.

Tom Morgan has worked in the financial advice industry for 12 years. Recently he decided to go it alone, leaving the firm he’d been working with, because he has big concerns about how the industry works.

Tom’s website is here: https://www.orcawealth.co.uk/about

Want us to come into your workplace to give your people financial help?

Email will@getmost.co.uk

...

Sponsors

Hostinger (build your website) - and use the code MakingMoney to get 10% off: https://www.hostinger.com/makingmoney

Newsletter

If you want a summary from this episode in an easy format, please subscribe to our newsletter: https://makingmoney.email/S3E9

What's your financial health?

Take our quiz: https://makingmoneypod.scoreapp.com/

Investment platforms

Here are some of the biggest investment platforms in the UK - and Damo uses all of them too. Some of these are affiliate links. If you purchase a product or service using one of these links, we will receive a small commission from the seller. There will be no additional charge for you.

Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk.

Trading 212

Get a free share worth up to £100 when you sign up for a new Invest or ISA account and deposit at least £1.

https://www.trading212.com/promocodes/MM

If you do not get your free share after depositing at least £1, use the promo code ‘MM’ (for Making Money). You can use this code for up to 10 days after opening the account.

InvestEngine

Get a £25 bonus when you invest at least £100.

https://investengine.pxf.io/daOD2Q

Vanguard

https://www.vanguardinvestor.co.uk/

This is not an affiliate link.

This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life.

  continue reading

62 episodes

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