168 episodes

This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters.

The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil shares plenty of hints and tips to help you get the most out of your money.

The UK Personal Finance Show ~ Pensions, Investment, Savings and Insurance‪.‬ Phil Anderson

    • Business
    • 4.9 • 36 Ratings

This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters.

The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil shares plenty of hints and tips to help you get the most out of your money.

    Ep 168 - Money Mindset

    Ep 168 - Money Mindset

    Phil goes through some of the things that he has learned over the years from various coaches, speakers and books. He discusses techniques to help you improve your wealth and mindset to succeed with your finances.
    It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

    • 43 min
    Ep 167 - An introduction to retirement planning

    Ep 167 - An introduction to retirement planning

    On this podcast we look at helping you prepare for the lifestyle you want in retirement. We discuss areas such as how much money will you realistically need to live on, at what age do you want to retire and retirement bucket lists.
    It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

    • 49 min
    Ep 166 - Autumn Statement 2023

    Ep 166 - Autumn Statement 2023

    Financial Adviser, Andrew Scouller, joins John this week to look at the recent Autumn Statement. We look at how this impacts people from a financial planning viewpoint and Andrew covers the key changes that are coming.
    It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

    • 26 min
    Ep 165 - Plan for happy: A step-by-step guide to growing your money

    Ep 165 - Plan for happy: A step-by-step guide to growing your money

    We are joined on this podcast episode by Adam Walkom who discusses his new book which is out this week. The book takes the reader through the financial planning process and in this episode we also touch on how financial planning can help you reach your short, medium and longer term goals.
    It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

    • 40 min
    Ep 164 - Investment and pension charges

    Ep 164 - Investment and pension charges

    Annual management fees, platform fees, initial financial adviser fees, ongoing financial adviser fees, exit fees, performance fees and bid-offer spreads…just some of the costs and charges that we touch on during the podcast this week.
    It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

    • 29 min
    Ep 163 - Marginal Gains

    Ep 163 - Marginal Gains

    This week we look at how you can make small improvements to your finances. We also look at how you can incorporate “marginal gains” when it comes to financial learning, your retirement plans and savings.
    It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

    • 28 min

Customer Reviews

4.9 out of 5
36 Ratings

36 Ratings

Natk1995 ,

Great show

I love this show! Please do a podcast about salary sacrifice for electric vehicles

wtfhedgehog ,

Fantastic

Informative, friendly, enjoyable.

eckbain ,

Good info

Nice to the point information and great for listening to when out walking, thereafter jump to pc/laptop and check out the advice, change things about based on what’s been said. Show is perfect length and doesn’t drag on either. Very easy listen

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