Fraser Kerr, is joined by two members of our Financial Advice team, Gavin Park and Keith Dunsmuir.  They discuss the behavioural psychology behind having a financial plan in place, the importance of saving early, and how you can inspire younger family members to save regularly.


This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice.

Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.

The value of investments can go down as well as up, and could be worth less than what was paid in.

The views in this podcast are those of the contributors at the time of publication.

The information is based on our understanding as at 07 May 2024.