62 min listen
S3 12 - Financial Planning Week 2019
ratings:
Length:
49 minutes
Released:
Oct 7, 2019
Format:
Podcast episode
Description
This week I was invited to join a panel discussion with the Chartered Institute for Securities and Investment (CISI) to promote financial planning week 2019. During the discussion, we dug quite deep into the difference between financial planning and financial coaching. I was joined by; Kelpana Fitzpatrick - Finance editor for Hearst Magazines. Chris Morris - Deputy head of financial planning at the CISI. Claire Phillips - Financial planning director at First Wealth. Dilwar Hussain - Marketing manager at the CISI (representing the public). Resources: Financial Planning Week 2019 Website During financial planning week 2019, you can register for free surgeries running throughout the UK. Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control. My Online Courses - Investing for beginners from £1 Join Catherine's Facebook Page and FREE Facebook Group My Website My YouTube Channel Connect with me on Twitter, Instagram and Facebook
Released:
Oct 7, 2019
Format:
Podcast episode
Titles in the series (100)
Financial Wellbeing with Chris Budd: In today's podcast I am joined by Chris Budd, founder of Ovation Finance, podcaster, and author. We discuss how Chris developed the idea of financial wellbeing after being inspired by the messages of cancer charity Penny Brohn. In this episode you... by It's Not About The Money