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Paul Barker
Chartered financial planner and medical specialist advisor with over a decade of experience advising medical professionals. Currently heads the department at Fidelius Wealth Management.
Best podcasts with Paul Barker
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16 snips
Feb 25, 2025
• 30min
Ep 256: What is a financial planner and how do they help doctors?
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Paul Barker, a chartered financial planner and medical specialist with over ten years of experience, shares valuable insights tailored for medical professionals. He unpacks the essential role of financial planners, emphasizing their unique qualifications. The discussion dives into common misconceptions doctors have about financial advice and the emotional aspects of financial decisions. Barker outlines a systematic seven-step planning process and highlights the importance of adaptability in financial strategies amidst recent budget changes.
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