Episode 11 – Behavioural Finance: Advisor Point of View – 06.09.22
In this month’s episode, Lewis O’Sullivan is joined by one of our Financial Planners, Ian Wells, as we return to behavioural finance. This time looking at it from an advisor’s point of view.
CBW’s financial planning services deliver financial certainty for the future. We design and manage strategies that protect and maximise your wealth, so you can get on with your life. For more information, please click here.
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357.
Please note that anything discussed in this podcast should not be construed as advice.
What next?
Please contact our Financial Planning team before making any financial decisions.