Fit Finance Sessions Podcast Artwork Image

Fit Finance Sessions

Efficient Portfolio

Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.

Recent Episodes

The Adviser Fit Finance Sessions: Inflation NewsSeptember 01, 2021 Episode artwork The Adviser Fit Finance Sessions: The Life Legacy GiftAugust 25, 2021 Episode artwork The Adviser Fit Finance Sessions: Property Market, Crypto and StocksAugust 04, 2021 Episode artwork The Adviser Fit Finance Sessions: ISAs July 21, 2021 Episode artwork The Adviser Fit Finance Sessions: Discretionary Investment Management July 07, 2021 Episode artwork The Adviser Fit Finance Sessions: A Financial MOTJune 30, 2021 Episode artwork The Adviser Fit Finance Sessions: Introducing Finance to your ChildrenJune 23, 2021 Episode artwork The Adviser Fit Finance Sessions: Thoughts on the NewsJune 09, 2021 Episode artwork The Adviser Fit Finance Sessions: Lifetime AllowanceJune 04, 2021 Episode artwork The Adviser Fit Finance Sessions: GiftingMay 27, 2021 Episode artwork The Adviser Fit Finance Sessions: Pubs and InflationMay 19, 2021 Episode artwork The Adviser Fit Finance Sessions: Rebalancing Your Portfolio May 05, 2021 Episode artwork The Adviser Fit Finance Sessions: Critical Illness CoverApril 28, 2021 Episode artwork The Adviser Fit Finance Sessions: BondsApril 21, 2021 Episode artwork The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax YearApril 14, 2021 Episode artwork The Adviser Fit Finance Sessions: 5 Animals in the Financial JungleApril 07, 2021 Episode artwork The Adviser Fit Finance Sessions: Archegos Capital ChaosMarch 31, 2021 Episode artwork The Adviser Fit Finance Sessions: New Pension LegislationMarch 24, 2021 Episode artwork The Adviser Fit Finance Sessions: Markets and InflationMarch 17, 2021 Episode artwork The Adviser Fit Finance Sessions: Working from HomeMarch 10, 2021 Episode artwork The Adviser Fit Finance Sessions: Budget Announcement March 2021March 04, 2021 Episode artwork The Adviser Fit Finance Sessions: Latest Government Announcement, Employment Rates and Corporation TaxFebruary 23, 2021 Episode artwork The Adviser Fit Finance Sessions: New Woodford Fund, Bitcoin and Stamp Duty February 16, 2021 Episode artwork The Adviser Fit Finance Sessions: Capital Gains Allowance February 09, 2021 Episode artwork The Adviser Fit Finance Sessions: The Internet vs Hedge FundsFebruary 03, 2021 Episode artwork