The Purposeful Wealth Podcast

The 7 Top Things To Look For In A Trusted Financial Planner

June 23, 2021 Jonathan Gibson Season 1 Episode 8
The Purposeful Wealth Podcast
The 7 Top Things To Look For In A Trusted Financial Planner
Show Notes

Welcome to Episode 8 of the Purposeful Wealth Podcast.

In this episode, Jonathan Gibson highlights the top seven things to look for in a trusted advisor. When entering any relationship, it needs to be right for both sides and that's doubly so with regards to financial planning. There needs to be trust, respect and a solid foundation from which to flourish.

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This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.

Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."

To get in-touch with Jonathan, find him online:

LinkedIn:  https://www.linkedin.com/in/jonathanmarkgibson/

Website: https://www.wellsgibson.uk/jonathan-gibson/