SHOW NOTES

Understanding the Value of Financial Planning with Anthony Birch

In this episode of the Insightful Edge Podcast, host Geoff Dyckes, provides valuable insights into the true value of financial planning beyond mere valuations.

He delves into the components of a comprehensive financial strategy, including clarity, strategy, education, and accountability.

Geoff also shares a compelling case study of a couple, Lisa and Steve, who achieved early retirement through effective financial planning.

This week's guest, Anthony Birch of Anthony Birch Health and Safety, recounts his journey from leaving school with minimal qualifications to owning a successful health and safety consultancy.

They discuss the importance of robust retirement planning, balancing work and personal life, and the significance of seizing opportunities.

00:00 Welcome to Insightful Edge Podcast

01:00 Understanding Value in Financial Planning

02:18 The Importance of Cost and Charges Transparency

03:47 A Real-Life Financial Planning Case Study

06:56 Book Recommendation: Change Your Paradigm, Change Your Life

09:11 Interview with Anthony Birch: From Insurance to Health and Safety

13:19 Anthony Birch's Career Journey and Insights

20:17 Advice for the Younger Generation

23:27 Conclusion and Sponsor Message

Useful links mentioned in this episode:

www.dyckesfinancial.co.uk

Contact the host:

Geoff Dyckes: geoff@dyckesfinancial.co.uk

Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550

Guest Info - 

Anthony Birch

Website www.anthonybirchhealthandsafety.co.uk

Email info@abhss.co.uk

Altitude Coffee Bar

www.altitudesurrey.co.uk

Geoff's Book Recommendation -

Change your Paradigm, Change your Life - Bob Proctor