Good advice, good product and good investment management: the keys to successful financial planning

Our latest “Life without limits” podcast is now available. In this episode Rory chats to David Walls, Head of Retail Investment Sales, Zurich Life.

David gives us a flavour of his own experience and background as well as that of the Zurich investment team, they discuss the current markets, investment outlook, the global perspective and the difference between now and the 2008 financial crisis as well as the importance of good financial advice and planning. Of course Liverpool gets a mention too!

Listen now on



You Tube

Posted on July 16, 2020 By Rory Brazil