In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss where inflation is being seen and the expected effects on the market. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

Fit Finance Sessions

The Adviser Fit Finance Sessions: Inflation News

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Charlie Reading new book, The Life Legacy Gift and the kind of things you should think about when planning your legacy. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: The Life Legacy Gift

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through a general update on the property market, crypto and stocks. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Property Market, Crypto and Stocks

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what an ISA is, the types of ISAs available and the benefits and misconceptions associated with them. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: ISAs

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Discretionary Investment Management and the pros and cons of this process. If you&apos;ve got any financial topic that you&apos;d like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Discretionary Investment Management

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the best way to assess your finances, including reviewing and rebalancing your investment portfolio, reviewing your insurance policies and trusts and ensuring your initial financial plan is still on track. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: A Financial MOT

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how to introduce the concept of finances to your children and skills to introduce early on to help them develop good habits with their money.If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch with us at hello@efficientportfolio.co.uk  and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Introducing Finance to your Children

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the latest news topics and give their thoughts on the financial headlines.If you&apos;ve got any financial topic that you&apos;d like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Thoughts on the News

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the lifetime allowance cap being frozen, pension protection and what you can do if you’re concerned about this issue. If you&apos;ve got any financial topic that you&apos;d like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Lifetime Allowance

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Gifting

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the cautious approach a lot of pubs are taking to reopening and the current situation regarding inflation. If you&apos;ve got any financial topic that you&apos;d like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Pubs and Inflation

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what rebalancing your portfolio actually means, the pros and cons involved and the two main types of rebalancing. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch with us at hello@efficientportfolio.co.uk below and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Rebalancing Your Portfolio

In this week’s Adviser Fit Finance Sessions podcast, the Financial Planners sit down with Efficient Portfolio’s Mortgage Adviser, Andrea, to talk about critical illness cover, the scenarios in which taking critical illness cover would prove to be useful, reviewing your protection when purchasing a house and the choices that are available with this type of insurance. If you&apos;ve got any financial topic that you&apos;d like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Critical Illness Cover

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners give an overview of bonds including how they work, their general characteristics, the status of the bond markets and alternative investment options. If you&apos;ve got any financial topic that you&apos;d like to see covered, please contact us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Bonds

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible. If you&apos;ve got any financial topic that you&apos;d like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year

Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.

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Fit Finance Sessions

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