Fraser Kerr is joined by ii CEO Richard Wilson. Richard shares his outlook on financial planning, the industry as a whole, personal motivations and behaviours.
Podcast
This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice.
Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.
The value of investments can go down as well as up, and could be worth less than what was paid in.
The views in this podcast are those of the contributors at the time of publication.
The information is based on our understanding as at 28 May 2024.