How to get the best from a financial adviser

00:01 | 23 Jan 2010 | By Lorna Bourke

Lorna Bourke offers some golden rules for getting the best out of any financial adviser.

10 questions you should ask an IFA

00:01 | 13 Dec 2009 | By Simon Gibson

The crucial questions you should ask an IFA before you become their client, by Simon Gibson of Atkinson Bolton Consulting.

Don't be fooled by banks’ ISA gimmicks

00:01 | 17 Nov 2009

It's about time the FSA considered whether leading banks' re-hashed ISA and cash accounts treat customers unfairly, writes our anonymous financial adviser.

Some tips to help you write a will

16:05 | 26 Oct 2009 | By Lorna Bourke

Many people don’t know whom to consult about writing a Will and it is right to be more than a little sceptical. 

How to pick stocks

00:01 | 10 Sep 2009 | By Deborah Hyde

Whether you want to pick stocks yourself or are looking to buy a fund, it is essential you do plenty of homework before you hand over your cash.

DIY Financial Planning: Implement your plan

00:01 | 02 May 2009 | By Jane Wheeler

A top adviser helps you sort out your finances properly - and keep them that way.

DIY Financial Planning: Saving and Investing

00:01 | 25 Apr 2009 | By Jane Wheeler

A top adviser helps you avoid the common pitfalls of investing.

DIY Financial Planning: Borrowing

00:01 | 18 Apr 2009 | By Jane Wheeler

The best ways to reduce debt, from a top adviser.

DIY Financial Planning: Create your financial plan

00:01 | 10 Apr 2009 | By Jane Wheeler

In the latest part of a series from her book Sorted! financial planner Jane Wheeler says it is time work out your strategies.

DIY Financial Planning: budgeting

00:01 | 04 Apr 2009 | By Jane Wheeler

In the latest part of a series from her book Sorted! financial planner Jane Wheeler gives you some tips to help keep your spending under control.

DIY Financial Planning: prepare for retirement

00:01 | 28 Mar 2009 | By Jane Wheeler

In the latest part of a series from her book Sorted! financial planner Jane Wheeler helps you prepare for retirement.

DIY Financial Planning: Protecting you and your family

00:01 | 21 Mar 2009 | By Jane Wheeler

In the latest part of a series from her book Sorted! financial planner Jane Wheeler helps you provide financial security for you and your dependents.

DIY Financial Planning: Last things first

00:01 | 14 Mar 2009 | By Jane Wheeler

In the latest part of a series from her book Sorted! financial planner Jane Wheeler helps you get to grips with preparing your will.

DIY Financial Planning: Understanding the ins and outs

00:01 | 07 Mar 2009 | By Jane Wheeler

In the latest part of a series from her book Sorted! financial planner Jane Wheeler helps you get to grips with your income and expenditure.

DIY Financial Planning: ‘Magpie’ management

00:01 | 28 Feb 2009 | By Jane Wheeler

In the third part of a series from her book Sorted! financial planner Jane Wheeler helps you calculate your net worth.

DIY Financial Planning: Goal Setting

00:01 | 21 Feb 2009 | By Jane Wheeler

In the second part of a series from her book Sorted! financial planner Jane Wheeler helps you work out what your goals are.

DIY Financial Planning

00:01 | 14 Feb 2009 | By Jane Wheeler

In the first of a series from her book Sorted! financial planner Jane Wheeler helps you on the way to putting your financial affairs in order.

What Does Risk Mean?

00:01 | 02 Jan 2009

Should I take financial advice from my bank?

00:01 | 30 Dec 2008 | By Peter Chadborn

Beware when anyone says 'I’m from the bank, I’m here to help you … '

What if my IFA sells up?

00:01 | 22 Nov 2008 | By Oliver Marsland

Good financial advice requires an honest and productive relationship between client and adviser, but changes to a business can be positive if appropriate action is taken early.

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