Episode 39: From Financial Planning to Financial Education with Helena Wardle
Автор: Adviser 3.0
Загружено: 2023-04-05
Просмотров: 63
Описание:
Join Abraham as he talks to Helena Wardle, Chartered Financial Planner and co-founder of Smith and Wardle, about her journey into financial planning and the importance of delivery to clients. They discuss the significance of having a mentor and the correct support in your career, as well as Helena's latest project, Money Means, which will offer financial education to people of all ages. Tune in now to hear from this expert in financial planning and her valuable insights.
Find out about our guests, episodes and more at: https://www.retirementals.co.uk/
#retirementals #finance #retirement #investing #financialeducation #money
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