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Personal Finance Videos

On our social media pages, you’ll find various videos of Neil talking about various UK personal finance topics. A lot of personal finance videos on platforms like TikTok, Instagram, and YouTube are Americanocentric and it’s important to note that much of that advice does not apply to the UK.

Here are the links to our TikTok, Instagram, and YouTube accounts. Our videos can also be found on Facebook and LinkedIn.

You can book a free initial consultation with Neil here.

You can find our videos below as well and we have conveniently divided them into different sections so you can look for the most relevant videos for you:

Introduction: About Neil and financial advisers in general

About Neil:

Our mission statement:

How financial advisers in the UK get paid:

How often you should speak to your financial adviser:

What to look for in a financial adviser:

How I communicate with my clients as a financial adviser:

What it’s like to work with me:

Objectives: From short term to long term:

About aligning your money to your objectives:

Taxes

Important Dates for Taxes in the UK:

About IR35:

Pensions

Lifestyling in Pensions:

What happens to your pensions when you pass away:

Salary sacrifice in pensions:

Tracking down pensions:

Personal Finance Milestones

We have made a Happy Birthday series of videos and have written a blog post about it here.

Age 18: Lifetime ISA:

Age 25: Thinking about life insurance:

Your 30s: Budgeting, starting a family, buying a house, and other life events:

Your 50s: Thinking about increasing pension contributions:

Protecting You and Your Family:

About life insurance:

Life insurance for those with pre-existing conditions:

Power of Attorney:

Explaining insurance and income protection:

Infographics about Finance:

How investing grows your money – Looking at Vanguard LifeStrategy Equity Funds:

Stock market indices from 1994-2024:

Cost of living: Price of milk and bread compared: 1994, 2004, 2014, and 2023:

HSBC Global Strategy Funds and Fidelity Passive Funds:

Why you should focus on five-year performance instead of one-year performance when investing: