Make your money work hard for you at every stage of your life.
23rd June - 6pm BST.
Join financial experts, Isabel Clark & Oli Stavrakakis, discussing how to make sure you're unlocking your money potential throughout life.
What you'll get:
- Money know-how with financial experts Isabel & Oli.
- The golden rules of saving.
- Tips & tricks on maximising your budgets for:
- weddings,
- property ownership,
- school / uni fees, and
- retirement.
- Lots of time to ask your questions.
What to expect:
- Hints, tips & personal insights.
- Learn how your age & lifestyle desires impact your money plans.
- Time to ask your questions.
What do I need?
- No prior financial knowledge.
- This is a safe space to learn & ask questions.
- A pen and paper if you like to make notes.
- An enthusiastic attitude.
Meet Isabel.
I was at Canary Wharf the day that Lehman Brothers collapsed and after seeing how much this changed the world, in 2008 I decided to move into a more fulfilling career helping individuals and small business owners.
As a female Financial Adviser and a mother of two, I help my clients understand and manage the issues they are facing, such as making sure they have a retirement plan, the benefit of family financial protection or the most suitable mortgage. Seeing my clients’ businesses, homes, families, and day to day challenges, and putting a financial plan in place to support them is the reason my work is so rewarding.
I live in the Wiltshire countryside near to the Cotswolds and can be found walking, horse riding and enjoying the outdoors with my husband and two boys.
Meet Oli.
I’m a financial planning professional providing bespoke advice to both individuals and businesses. I help my clients put a strategy to manage their wealth to protect themselves, their families and their businesses against risk giving them financial security and peace of mind.
I transitioned from the wine trade into my current role through the St. James's Place Academy, where I received industry-leading training and achieved my Diploma in Financial Planning.
I have recently moved to Bath from the Cotswolds and joined McKenzie & Co. and am really enjoying getting to know such a great city. I’m an avid Rugby fan and get down to The Rec and Twickenham as often as possible. I play a lot of Squash in my spare time, and I’m still a big wine enthusiast.
Unlock your money potential.