The Purposeful Wealth Podcast
Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.
The Purposeful Wealth Podcast
The 7 Top Things To Look For In A Trusted Financial Planner
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/
Find all our useful links on our LinkTree - https://linktr.ee/jonathangibson
And why not visit us at: https://www.wellsgibson.uk/
And get a copy of the book, Purposeful Wealth here: https://www.amazon.co.uk/Purposeful-Wealth-Contentment-Certainty-Financial/dp/B08T42FNGM