10 ways that a financial adviser can help you
Throughout your life, there are many times when you may need professional help with regards your finances (for example after an inheritance, when gifting to children or charitable causes, when selling a business or following divorce). If you’ve never sought professional financial advice before you might only have a vague idea of what it entails.
In this free webcast, chartered financial planners Olivia Bowen and Haydon Waldek explain 10 practical ways that professional financial advice can help you.
Watch on demand now:
WHY YOU SHOULD WATCH THIS WEBCAST
This webcast will help you to understand some of the practical ways that a professional financial adviser can help you. Our expert advisers will explain how, with their guidance, you could move towards your goals and aspirations, access a wealth of skills and experience, so you can gain clarity to make the most of your money. They’ll also outline how they help to understand the risks and navigate the small print, so you can make the most of your finances and enjoy time spent doing something more rewarding. This webcast is aimed at individual (retail) investors, who would like to understand some of the benefits of professional financial advice and how they could use their assets to do good.
Resources:
Click here to download the PDF handout.
ABOUT THE SPEAKERS
Haydon Waldek - Haydon is a Chartered Financial Planner and a partner in Castlefield’s financial advice team. He has almost 30 years experience within financial services and specialises in advising thoughtful, value-driven clients with complex affairs and multiple financial goals. Alongside being a Chartered Financial Planner, Haydon is an accountancy graduate and a fellow of the personal finance society; all of which seems to help when applying a holistic approach to organising and advising the financial affairs of high net worth clients.
Olivia Bowen - Olivia is a partner within the financial advice team at Castlefield, advising on a wide range of aspects of financial planning. She is a Chartered Financial Planner and has advanced qualifications in taxation & trusts, investment & risk and the financial planning process. In 2017 she was delighted to win the Personal Finance Society’s Investment Specialist of the Year Award. Olivia has also appeared on Channel 4’s award-winning investigative current affairs programme Dispatches, BBC’s Rip-off Britain and as an expert guest on Radio 4’s Moneybox.