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.
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: