Ask About Wealth

In this episode of Ask About Wealth, Paul Overy sits down with Simon Thompson, Certified Financial Planner and co-founder of Accumulus to explore how strategic financial planning can help you achieve financial freedom.

Episode Highlights:

• Holistic Approach: Learn how financial planners focus on the client’s overall goals rather than pushing specific products, ensuring that all financial decisions align with the client’s long-term objectives.
• Fee Transparency: Understand the importance of fee-based planning, where the client pays for impartial advice rather than commissions tied to specific products.
• Client-Centered Planning: Simon explains how financial planners work to uncover what clients truly want to achieve.
• Addressing Financial Fear: Learn how financial planners help clients overcome the fear and inertia that often prevent them from making sound financial decisions.

Join Paul and Simon in this insightful conversation about the real value of financial planning and how it can transform your financial future. Whether you’re curious about how a financial planner can help or looking to refine your current financial strategy, this episode is packed with valuable insights.

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