The Perils and Prospects of DIY Financial Planning

In this insightful episode of Podcasts for Business, Steve Twynham is joined by Dan Willers from Robertson Baxter to delve into the intricate world of financial advice and planning. They discuss the importance of understanding the distinctions between investing and planning, highlighting the potential risks and challenges of DIY financial investing.

Dan provides expert insights into why working with a financial planner can be invaluable, especially when it comes to making informed decisions and navigating market fluctuations. He shares real-life stories and emphasises the importance of having a comprehensive financial plan to guide investment decisions.

The episode also explores the evolving regulatory landscape of the financial industry, the role of discretionary fund managers, and the significance of maintaining a diversified investment portfolio. Dan and Steve underline the benefits of seeking professional advice to ensure long-term success and financial security.

Tune in to learn more about the advantages of having a knowledgeable advisor by your side and why playing the long game is crucial in the world of investing.

“Robertson Baxter Limited is authorised and regulated by the Financial Conduct Authority”.

 

“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.