DIY Financial Advice

We are often told that it might be a good idea to get independent financial advice; whether we are thinking about investing or saving, dealing with a life changing event (e.g. divorce), or making a big ‘one-off’ decision (e.g. at retirement). Financial advice is essential and very valuable in many situations.

But at other times, it can still be very helpful to understand our financial position, set up financial goals, and think about how we could manage our money better, even when we aren’t necessarily making a big decision and don’t have an adviser to hand.

In this series of learning pathways you will learn lessons from the things that financial advisers do, that we can all do ourselves, while at the same time, recognising when independent financial advice is exactly what you need.

This series of videos is split into 3 videos, each approximately 10 minutes long.


We are not Independent Financial Advisers (IFAs) and nothing on this website should be construed as independent financial advice. If you feel you would benefit from speaking to an IFA about your personal circumstances, you can find more information here.