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Having holiday conversations (about money)

In this 20 minute webinar, we share useful tips for a healthy money conversation.

D. Take action

Translate what matters to you into your personal money approach and put it to work.

C. Assemble your financial tools

Learn all the concepts and tools you need and build your saving and investment plan.

B. Design your money programme

Set out your life goals, the money you need to achieve them and set your money targets.

A. Connect money to your life

Define what money means to you and build a healthy relationship with it.
Jude & Mary Portas

Chatting with the Queen of Shops

Our co-founder Jude Kelly is a guest on the latest episode of Work Like a Woman, as part of the second series of this podcast from...

How much risk is right for you?

This is a 20 minute webinar providing you an overview on how risk and return relate in the financial world.

What are your life goals?

This is a 15 minute webinar providing you a tangible step-by-step approach on how you can turn your dreams into plans and finally,...

Helpful tips when choosing an advisor

Many people have no clue where to start when it comes to finding a financial advisor and often they feel irritated by the jargon t...

How much does a financial advisor cost?

Many people think working with a financial advisor is out of their budget. That might’ve been true several years ago, but affordab...