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About this episode

Recording and storing your financial details is such an important thing. We take a look at our “what I own and where it’s kept” document. We cover what is in this and the benefits of good financial record keeping.


It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

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