Episode description

In this latest episode of Let's Talk Money and More Podcast, I chat with Gavin Johnson, the founder of Solus Financial Planning. With over 30 years of experience as a Certified Financial Planner, Gavin realised early on that there was a different way of providing financial advice - one that prioritises understanding each client and their future plans. 

As a Fellow of the Personal Finance Society, Gavin has honed his expertise in running his own practice and providing independent advice. In 2022, he decided to go solo again, focusing on helping those who have found themselves alone through bereavement or relationship breakdown, a situation he understands all too well from his own experience. Gavin's background and deep understanding of his clients' needs have earned him a strong reputation for personalised and highly tailored financial planning that brings stability during uncertain times. Tune in to learn more from this seasoned financial expert on how to navigate your financial journey with confidence.

Key Takeaways

• Starting a business requires careful planning and realistic expectations. It's important to understand that building a successful business takes time and effort.
• Financial education is lacking in our education system. Many people come out of college or university without a basic understanding of how finances work in the real world. As a financial planner, it's important to educate clients in simple, easy-to-understand terms to help them make informed financial decisions.
• As a financial planner, create a safe and non-judgmental environment for your clients to ask questions and seek clarification. Empathy and understanding can go a long way in helping your clients feel more comfortable discussing their financial concerns.
• Check the credentials of financial advisers or professionals recommended to you, and make sure they are registered with the Financial Conduct Authority (FCA) and have a valid FCA number.

Connect with Gavin Johnson

Website https://solusfinancial.co.uk/

LinkedIn https://uk.linkedin.com/in/impartialfinancialplanning

Connect with Lesley Thomas

FREE Resources www.themoneyconfidenceacademy.com/resources/

My website www.themoneyconfidenceacademy.com/

Join my Facebook Group www.facebook.com/groups/letstalkmoneyandmore

Youtube channel www.youtube.com/@themoneyconfidenceacademy

Follow me on Instagram www.instagram.com/lesleythomascoaching/

Connect with me on LinkedIn www.linkedin.com/in/lesley-thomas

Hosted on Acast. See acast.com/privacy for more information.