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How to get the most out of financial advice

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Manage episode 462855939 series 2521073
Content provided by Which?. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Which? or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Recent data shows that just 8% of us have actually received professional financial advice, while the number of financial advisors willing to work with smaller portfolios is falling.

With that in mind, Money expert Megan Thomas and Chris Justham, Managing Director of Intermediary Solutions at financial advisors 7iM demystify the world of financial advice and explore whether or not AI could help bring the industry to the masses.

Read more about financial advice & sign up to our free weekly Money newsletter.

Become a Which? Money member and receive a special gift - offer ends 16 February 2025.

Get 50% off a Which? membership.

  continue reading

410 episodes

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How to get the most out of financial advice

Which?

214 subscribers

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Manage episode 462855939 series 2521073
Content provided by Which?. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Which? or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Recent data shows that just 8% of us have actually received professional financial advice, while the number of financial advisors willing to work with smaller portfolios is falling.

With that in mind, Money expert Megan Thomas and Chris Justham, Managing Director of Intermediary Solutions at financial advisors 7iM demystify the world of financial advice and explore whether or not AI could help bring the industry to the masses.

Read more about financial advice & sign up to our free weekly Money newsletter.

Become a Which? Money member and receive a special gift - offer ends 16 February 2025.

Get 50% off a Which? membership.

  continue reading

410 episodes

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