59 min
Is financial advice worth it? Financial Planner Tom Morgan Making Money
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- Investing
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.
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.
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.
…
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.
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.
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.
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.
…
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.
59 min