Phil Anderson
The UK Personal Finance Show ~ Pensions, Investment, Savings and Insurance.
This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil shares plenty of hints and tips to help you get the most out of your money.
Be sure to visit the podcast's website and support the creator: www.philandersonfinancial.co.uk
Author
Phil Anderson
Category
Podcast website
Latest episode
Sep 16, 2024
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Ep 100 - 100 not out! 15.08.2022 29:24
We look at some of the best bits from the first 100 episodes of the UK Personal Finance Show podcast with Phil Anderson. We discuss our most popular shows and look ahead to some of the future topics that we plan to look at. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current un...
Ep 99 - Beware the scammers 08.08.2022 37:48
This week we look at the latest scams that are doing the rounds. We cover WhatsApp scams, email scams, identity theft, and Covid vaccination scams. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and...
Ep 98 - Diversification 01.08.2022 45:44
We look at the benefits of diversifying your investments and spreading risk. Andrew Scouller joins us to look at different asset classes and what he does to help people diversify their portfolios. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subj...
Ep 97 - Mortgage market update 25.07.2022 37:06
Phil and John look at how the mortgage market has changed this year due to rising interest rates, high inflation and the cost of living crisis. If you are looking to review a mortgage soon or move home in the near future then this podcast will interest you. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this...
Ep 96 - How much life insurance do I need? 18.07.2022 40:17
This week we look at how much life insurance people need. We consider covering debts, protecting dependents and cover to pay funeral/burial costs. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and...
Ep 95 - What I own and where it's kept 11.07.2022 26:36
Recording and storing your financial details is such an important thing. We take a look at our “what I own and where it’s kept” document. We cover what is in this and the benefits of good financial record keeping. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current unders...
Ep 94 - Inflation 04.07.2022 32:08
We look at what inflation is, how it impacts on you and what you can do to make your money work harder to beat or keep pace with inflation. We look at how it impacts your pension, investments and what it means if you have a mortgage. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our...
Ep 93 - The stock market 27.06.2022 38:12
This week we look at what the stock market is and why people invest in it. We discuss stock brokers, fund managers and the pros and cons of stock market investing. We look at where you can find a stock broker and the routes you can go down if you use one. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this po...
Ep 92 - Financial help for miscarriage, stillbirth and neonatal death 20.06.2022 29:16
In a time that will be filled with shock and sadness, it may also be a time of unexpected financial strain. This week we look at benefits and entitlements if you suffer a miscarriage, stillbirth or neonatal death. We also look at where you can turn for emotional support. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Informatio...
Ep 91 - Financial planning for women 13.06.2022 37:31
We are once again joined this week by Clare Moffat from Royal London where we look at financial planning for women. We discuss pension gaps due to taking time off to have children and we also cover the menopause and its impact on a woman’s financial situation. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within th...
Ep 90 - Pensions for higher rate taxpayers 06.06.2022 34:00
We are joined this week by guest expert Clare Moffat from Royal London. We look at how much you can pay into a pension and discuss the benefits of good financial planning when it comes to pensions for higher rate taxpayers. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current un...
Ep 89 - Investing for children 30.05.2022 34:38
This week we look at investing for children. We look at ways to fund private education, university fees, wedding costs and property deposits. On this podcast we cover Junior ISA's, child trust funds, personal pensions, premium bonds and trusts. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast...
Ep 88 - Commercial lending 23.05.2022 40:18
Alex Drummond from Drummond Finance joins us this week to look at commercial lending. We look at various areas including commercial mortgages, asset finance and invoice financing. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change wit...
Ep 87 - Responsible investing with Brewin Dolphin 16.05.2022 34:55
Guest expert Tom Buffham from Brewin Dolphin joins us on the podcast this week as we look at responsible investing. Some of the things we look at include sustainable investing, environmental issues and we also discuss “greenwashing.” Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based o...
Ep 86 - New build mortgages 09.05.2022 46:38
We are joined this week by guest expert Cameron McLean to look at new build mortgages. We look at the advantages of buying a new property and also discuss some of the things to watch out for. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject t...
Ep 85 - Critical illness cover 02.05.2022 35:32
This week we look at what critical illness cover is and the benefits of having a policy in place to cover this. We look at how much cover you should have along with looking at provider claims history and how to compare the cover offered by the various insurers. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information wi...
Ep 84 - Problems paying your mortgage 25.04.2022 24:04
With the current cost of living crisis more people are struggling to pay their mortgage. This week we look at what to do if you are finding it hard to pay your mortgage. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without...
Ep 83 - Life insurance for business owners 18.04.2022 30:21
Phil and John are joined this week by James Irving-Lewis who is a life insurance expert at Phil Anderson Financial Services. We look at tax-efficient ways to set up your life insurance that can save you as much as 50% on your monthly premiums. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is bas...
Ep 82 - Financial planning for beginners 11.04.2022 33:32
This week we cover the basics of financial planning and look at budgeting, life insurance, income protection, emergency funds, wills, Power of Attorney, financial goal setting, and retirement planning. If you don’t know where to start with planning for your financial future then this podcast is for you. Disclaimer It is important to take professional advice before making any decision relating to y...
Ep 81 - Twenty quotes to help you gain money and success 04.04.2022 37:16
Phil and John look at twenty quotes from people such as Jim Rohn, Warren Buffet and Steve Jobs. If you are looking for a bit of motivation then this podcast is for you. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice...
Ep 80 - Financial planning for students 28.03.2022 32:21
This week we look at financial planning for students and discuss budgeting, grants, student loans, student bank accounts and student discounts. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy a...
Ep 79 - Investments for cautious investors 21.03.2022 37:22
High inflation, Brexit, Covid and the war in Ukraine have led to many people being nervous with their money. This week we look at various investment options including capital guaranteed products, structured deposits, cautious funds, gold and premium bonds. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this p...
Ep 78 - Capital Gains Tax 14.03.2022 24:05
We look at what Capital Gains Tax (CGT) is, allowances you have, and the rates at which tax is paid. We also look at ways a financial planner can help you plan for CGT. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice...
Ep 77 - 5 ways to cut your mortgage payments 07.03.2022 21:01
John and Phil are joined by guest expert Jessica Keniwell from Accord mortgages to look at 5 ways to cut your mortgage payments. Disclaimer It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness...
Ep 76 - 7 financial questions you should be able to answer 28.02.2022 29:14
On the podcast this week Phil and John look at various questions you should know about your financial situation. This episode covers a host of things including financial goals, disposable income, your retirement plans and also asks if your family would know what to do if you were to die. Disclaimer It is important to take professional advice before making any decision relating to your person...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.