Saturday, February 21, 2026

How to Spot a Good or Bad Financial Adviser

Everything You Need To Know

– life vs product
– listens vs talks
– behaviour vs numbers
– clear vs vague
– plain English vs jargon
– transparent fees vs evasive costs
– probabilities vs certainties
– evidence based vs secret ‘sauce’
– calm vs urgent
– facts first vs opinions first
– “I don’t know” vs blagging
– written rationale vs ‘trust me’
– respects advisers vs criticises advisers
– growth & protections vs chasing returns
– professional vs sloppy

Everything You Need To Do

– ignore unsolicited approaches
– verify they’re legit
– get fees and scope in writing before committing
– first meeting questions
– pressure test

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The post How to Spot a Good or Bad Financial Adviser appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.



* This article was originally published here

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Thursday, February 19, 2026

Tuesday, February 17, 2026

Becoming A Financial Adviser – Part Two: The Soft Stuff

– Why Financial Planning Is Not About Money
– Planning vs Product
– The Core Human Skills of Great Advisers
– Behavioural Coaching (The Real Job)
– Judgement, Responsibility, and Pressure
– Ethics and Integrity in the Real World
– Who Thrives on the SOFT Side
– Bringing the Hard and Soft Together

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The post Becoming A Financial Adviser – Part Two: The Soft Stuff appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.



* This article was originally published here

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Friday, February 13, 2026

If your financial adviser does this.. run away

If your financial adviser is pressuring you, hiding fees or promising guaranteed returns… it’s time to walk away. In this episode, I break down 16 clear red flags to watch out for when choosing a financial adviser in the UK — from cold-calling and jargon-heavy sales tactics to lack of transparency around costs, process and risk.

I also explain what a good UK financial adviser should do instead, so you can feel confident, informed and in control of your money. Whether you’re looking for retirement planning, pension advice, ISA investing or long-term financial planning, this guide will help you avoid costly mistakes and choose advice you can truly trust.

Meaningful Academy



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The post If your financial adviser does this.. run away appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.



* This article was originally published here

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