The Meaningful Money Personal Finance Podcast How to Spot a Good or Bad Financial Adviser
21 snips
Feb 18, 2026 They run through clear green and red flags to watch for when choosing financial advice. Practical checks include transparent fees, written recommendations and verifying credentials. Tips cover listening skills, plain English explanations, evidence-based investing, calm professionalism and avoiding pressure tactics. The episode highlights what to ask at the first meeting and how to spot evasive or sloppy advisers.
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Avoid Advisors Who Criticise Others
- Avoid advisors who trash previous advisers or use scare tactics about past advice.
- Prefer professionals who are fair and focus on improving your current situation.
Balance Growth With Protection
- Expect balanced advice that protects downside and builds growth, not chasing headline returns.
- Prioritise resilience, cashflow and protection before maximising returns.
Judge By Professional Consistency
- Use professional basics as litmus tests: punctuality, preparation and clear notes.
- Walk away if sloppiness is the norm rather than the exception.