10 basic steps to planning your finances

Introduction to the basics of planning finances with practical tips to achieve long-term objectives, and how to use money to do good


About this event

During this webcast, which aired on Wednesday 26 May, Chartered Financial Planners Haydon Waldek and Olivia Bowen introduce the basics of financial planning and how you can become a thoughtful investor.

10 basic steps to planning your finances


Why you should watch

Managing your finances can sometimes feel like a complicated process that's littered with lots of small print and confusing jargon.

For this webcast, sustainable financial experts Haydon Waldek and Olivia Bowen will introduce 10 basic steps with the aim of making planning your finances clearer for you.

By attending, you'll discover some practical steps you can take away that could help you achieve your long term objectives and get a better understanding of how risk affects reward.

Haydon and Olivia will also introduce how Castlefield approach investing from an ESG (environmental social governance) perspective, to explain how you can become a thoughtful investor and use your money to do good.

As a result, you'll gain more confidence and clarity with your finances.

NB: This webcast is aimed at individual/retail investors. We specialise in advising clients with £400,000 or more to invest, who would like their money to do good.