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, 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, which aired on Wednesday 26 May 2021, 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.
You can download the accompanying '10 basic steps to planning your finances' document here.