In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

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In this episode, Dan chats with Florrie Holloway from Tumelo.  They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments.  Join our community: www.nextgenplanners.co.uk/join-our-community