98 episodes

Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.

Fit Finance Sessions Efficient Portfolio

    • Business
    • 4.3 • 3 Ratings

Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.

    The Adviser Fit Finance Sessions: Inflation News

    The Adviser Fit Finance Sessions: Inflation News

    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.

    • 8 min
    The Adviser Fit Finance Sessions: The Life Legacy Gift

    The Adviser Fit Finance Sessions: The Life Legacy Gift

    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.

    • 5 min
    The Adviser Fit Finance Sessions: Property Market, Crypto and Stocks

    The Adviser Fit Finance Sessions: Property Market, Crypto and Stocks

    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.

    • 13 min
    The Adviser Fit Finance Sessions: ISAs

    The Adviser Fit Finance Sessions: ISAs

    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.

    • 9 min
    The Adviser Fit Finance Sessions: Discretionary Investment Management

    The Adviser Fit Finance Sessions: Discretionary Investment Management

    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.

    • 10 min
    The Adviser Fit Finance Sessions: A Financial MOT

    The Adviser Fit Finance Sessions: A Financial MOT

    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.

    • 9 min

Customer Reviews

4.3 out of 5
3 Ratings

3 Ratings

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