FYR045 How the Role of a Financial Planner has Evolved with Anthony Villis

Antony Villis is a charted financial planner, certified wealth manager, and qualified financial coach and mentor. Anthony shares how the role of a financial planner has evolved over the last decade. Some of the topics we will be discussing are evidence-based investing, the Monte Carlo simulation, and how the role of a financial planner has evolved to meet the modern demands of planning for retirement. Anthony is the managing director of First Wealth, a financial planning firm based in London he co-founded with his business partner in 2009. Timestamps: 0:00 to 1:27 Introduction. 1:28 to 4:18 Anthony Villis experience and journey in financial planning, and MD of First Wealth. 4:19 to 5:19 Focusing on the client. 5:20 to 9:50 What does a financial planner do for you. 9:51 to 14:05 Coaching clients through the wealth-building and retirement journey. 14:05 to 15:50 The three key points Anthony uses when creating a financial plan.   15:51 to 18:35 Saving using pensions and ISA’s, keep it simple to begin with. 18:36 to 23:00 Using an evidence-based investing strategy. 23:01 to 29:00 Busting myths around financial planners and advisers. 29:01 to 30:08 Closing thoughts and wrap up. Hope you enjoy and have a wonderful day. The FYR team. If you like this episode, please follow for weekly updates and insights, and don’t forget to hit the share button. Guest Links & Resources: Visit First Wealth Website: https://www.firstwealth.co.uk/ First Wealth Evidence-Based Wealth Guide: https://www.firstwealth.co.uk/category/guides Anthony Villis LinkedIn Profile: https://www.linkedin.com/in/anthonyvillis-financialplanning/ Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.