Neil believes in simplifying financial advice, transparency, and putting the client first. During this podcast conversation, Neil shares how the role of an IFA has changed over the years leading Neil to decide to become a regulated advisor having seen the industry change for the better which he shares in this conversation.
Neil has a wide range of clients from as young as their early 20s to late 80s and believes that obtaining regulated advice should be available for all. Neil Young is an independent financial adviser in the UK.
0:00 to 1:40 Introduction.
1:41 to 3:25 Neil Young’s story and journey so far.
3:26 to 5:45 The shifting role of a financial planner.
5:46 to 7:40 RDR regulations and qualifications that are required.
7:41 to 10:50 Helping to close the advice gap.
10:51 to 12:10 Serving a wide range of clients.
12:11 to 16:40 Creating the financial plan for Neil’s clients.
16:41 to 21:00 Helping people retire with confidence.
21:01 to 24:21 Where the financial planning industry is trending towards.
24:22 to 25:30 Busting the myths of financial advisers
25:31 to 27:04 Where you can follow and connect with Neil
Hope you enjoy and have a wonderful day.
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The FYR team.
Guest Links & Resources:
Plan with Neil Website: https://planwithneil.com/
Neil Young LinkedIn Profile: https://www.linkedin.com/in/neil-young-0b250ab1/
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.