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Be Your Own Financial Adviser: Manage your finances successfully through good times and bad Jonquil Lowe

Be Your Own Financial Adviser: Manage your finances successfully through good times and bad By Jonquil Lowe

Be Your Own Financial Adviser: Manage your finances successfully through good times and bad by Jonquil Lowe


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Summary

How to make to make wise financial decisions without the need for expensive professional advice, through good times and bad.

Be Your Own Financial Adviser: Manage your finances successfully through good times and bad Summary

Be Your Own Financial Adviser: Manage your finances successfully through good times and bad by Jonquil Lowe

The essential guide to making better financial decisions

Navigating the financial industry isn't easy. While there are no shortage of commercials, advertisements, mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money, choosing which of these products is right for you can be difficult. Sound financial planning requires a systematic strategy.

This book will empower you to take control of your finances, helping you to make well-informed, confident decisions to achieve your financial goals and avoid pitfalls, equipping you with the strategy and tools you need to do so.

Through Be Your Own Financial Adviser's practical guidance, examples and case studies, you'll learn how to:

  • Develop the skills of financial planning and wealth management, similar to those used by financial advisers
  • Maximise your chances of achieving financial security
  • Weather times of economic hardship
  • Spot and avoid financial scams

This edition adds new content on financial planning during turbulent times, open banking and cryptocurrencies, as well as a new chapter on avoiding scams.

Supplementary material is available for download from Pearson.

Be Your Own Financial Adviser: Manage your finances successfully through good times and bad Reviews

"Be Your Own Financial Adviser serves as a beacon for those seeking to demystify the financial planning process and undertake a more informed and autonomous role in their financial affairs. It's a brilliant contribution to the collective effort of fostering a more inclusive, transparent, and empowering financial planning culture."Steve Conley, Founder & Chief Executive at The Academy of Life Planning Ltd


"Be Your Own Financial Adviser is exactly what Ive been advising my Personal Finance students, and also the financial regulator for years. This is a fantastic book that I cannot more highly recommend."Professor Nirmala Lee, Head of Subject, London Metropolitan University


"If this book was part of the national curriculum and its contents were more widely adopted, we would all be much better off."Dr Isaac Tabner, Senior Lecturer in Finance, University of Stirling


"A comprehensive guide for personal financial planning! It offers practical insight for navigating various personal finance challenges."Dr Gbenga Adamolekun, Assistant Professor in Finance, Edinburgh Napier University

About Jonquil Lowe

Jonquil Lowe is an economist and Senior Lecturer in Economics and Personal Finance at The Open University, where she combines creating courses about personal finance, researching key issues such as access to financial services and the impact of macroeconomics changes on financial planning, and working as a consumer advocate on various industry bodies.

A former head of money research at the consumer organisation, Which?, Jonquil holds a diploma in financial planning and is an associate member of the Chartered Institute of Securities and Investments. She has been authoring books on personal finance for over 30 years. Current titles as author, co-author and/or editor include The Good Retirement Guide, published by Kogan Page; Essential Personal Finance: A Practical Guide for Employees and A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion, both published by Routledge.

Table of Contents


PART 1 PLANNING AND ADVICE

1 Financial planning

2 Do you need an adviser?

3 Avoiding scams


PART 2 PLANNING FOR PROTECTION

4 Protecting your income

5 Protecting your family

6 Health and care


PART 3 BUILDING AND MANAGING YOUR WEALTH

7 Somewhere to live

8 Building a pension

9 Retirement choices

10 Saving and investing

11 Managing your wealth

12 Passing it on

Additional information

NGR9781292458397
9781292458397
1292458399
Be Your Own Financial Adviser: Manage your finances successfully through good times and bad by Jonquil Lowe
New
Paperback
Pearson Education Limited
2024-08-26
304
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a new book - be the first to read this copy. With untouched pages and a perfect binding, your brand new copy is ready to be opened for the first time

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