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Season 3 - Episode 3 Podcast

Date: Jun 7, 2021

Season 3 - Episode 3 Podcast
 

Helen and Boo are joined by Eliot Jones of Christopher Jones Wealth Management covering all your questions on money and financial planning.

Q1: Who is Christopher Jones Wealth Management and what do you do?

Q2: How did you end up doing what you do?

Q3: How is it working with your family?

Q4: What is an Independent Financial Advisor and what do you enjoy about it?

Q5: Wealth Management always seem intense like I need to be a lottery winner or bank with Coutts, but are you accessible to everyone?

Q6: How does your service differ from that of a bank or building society?

Q7: What is the best way to put away for my children?

Q8: I've been self-employed my whole working life, so have no pension. Is it too late to start one? and what are my options?

Q9: Is there a minimum amount to set up a pension?

Q10: How would you recommend saving towards my first house?

Q11: What is the most important piece of advice you have been given as a business owner?

Q12: How has the pandemic effected your work and your clients?

Q13: How do you see the future of financial planning for the next generation?