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Financial Planning

Wealth Wise - Interview with Richard Wilson, CEO at ii

This month we get down to brass tacks with Richard Wilson, CEO at interactive investor and Personal Wealth abrdn. Richard shares his outlook on financial planning, his personal motivations and key insights into his own financial behaviours.

Author
Wealth Wise

Duration: 30 Mins

Date: 28 May 2024

Fraser Kerr is joined by ii CEO Richard Wilson. Richard shares his outlook on financial planning, the industry as a whole, personal motivations and behaviours.

Podcast

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 28 May 2024.

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