PODCAST · education
The Financial Fortune Teller Podcast
by Fortune Financial Planning
Being proactive with your finances is key to your financial success. It's financial services made easy! With over two decades of financial services experience, we have seen the industry change from an old man in a grey suit, to us, the next generation of advisers who are knowledgeable, enthusiastic and talented. We offer a modern spin on both mortgages and their related products, which can help customers make the right financial decisions. We aim to predict the future of the mortgage market and help guide you down the best route. The mortgage world at times is a minefield. So it's good to have experts on hand who will put you in a position to make an informed decision with your finances. Whether you're a First Time Buyer looking to get on the property market, a Home Mover looking for your next home or a Property Investor sourcing new properties to start or add to an existing portfolio, we have the answers. Another vital part of taking a proactive approach to your f
Episodes
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The Financial Fortune Teller Podcast - How to write a Will for free with Samantha Wilson Protection Adviser
Writing a will in the UK is a relatively straightforward process, but it's essential to follow legal requirements to ensure it's valid and your wishes are carried out. Here's a step-by-step guide to help you: 1. Decide Who Will Be Involved - Executor(s): Choose one or more people to carry out…
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The Financial Fortune Teller Podcast - How to arrange financial protection for you and your family with Morgan Watkins, Protection Adviser
Life insurance is a contract between you and an insurance company where you pay regular premiums, and in return, the insurer provides a lump sum payment (called a death benefit) to your beneficiaries upon your death. It’s a way to protect your loved ones financially in case you’re no longer…
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The Financial Fortune Teller Podcast - 2025 a ‘feel good’ year for mortgages with Cade Somerville
Understanding Mortgages and Projections for 2025 in the UK A mortgage is a loan specifically used to purchase property or land. It is typically issued by banks, building societies, or other financial institutions. In exchange for the loan, the lender takes a legal interest in the property…
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The Financial Fortune Teller Podcast - Protecting families & business owners with Lizzie Mannering
Arranging a will is important for several key reasons: Control Over Your Estate: A will allows you to decide who will inherit your assets, from money and property to personal items. Without a will, your estate is distributed according to the law, which may not align with your wishes. Protecting...
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The Financial Fortune Teller Podcast - Protecting your income with Sam Wilson & Morgan Watkins
Protecting your income with Income Protection, with special guests Sam Wilson & Morgan Watkins, Protection Specialists at Fortune Financial. www.fortunefinancial.co.uk
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ABOUT THIS SHOW
Being proactive with your finances is key to your financial success. It's financial services made easy!
With over two decades of financial services experience, we have seen the industry change from an old man in a grey suit, to us, the next generation of advisers who are knowledgeable, enthusiastic and talented. We offer a modern spin on both mortgages and their related products, which can help customers make the right financial decisions. We aim to predict the future of the mortgage market and help guide you down the best route.
The mortgage world at times is a minefield. So it's good to have experts on hand who will put you in a position to make an informed decision with your finances. Whether you're a First Time Buyer looking to get on the property market, a Home Mover looking for your next home or a Property Investor sourcing new properties to start or add to an existing portfolio, we have the answers.
Another vital part of taking a proactive approach to your f
HOSTED BY
Fortune Financial Planning
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