How to invest and protect your wealth through a crisis with Ann-Marie Atkins, Managing Partner at award-winning Wealth Management and Financial Planning firm, Tilney The Return: Property & Investment Podcast

How do you invest through a crisis?

It’s a cliche so say it, but undeniably we are in ‘unprecedented times’. As a result, it’s never been more important for individuals and families to preserve and grow their wealth, and to plan for the future.

I got the chance to pick the brains of Ann-Marie Atkins, the only female Managing Partner at award-winning Wealth Management and Financial Planning firm, Tilney.

We covered topics including:


The most common mistakes that individuals, families and business owners make around financial planning, and how to avoid them

The risks and opportunities of recent and proposed regulations such as changes to Capital Gains Tax

Recession-proofing your finances

Understanding your risk appetite and liquidity preferences


Resources:

https://www.tilney.co.uk/

https://www.linkedin.com/company/tilney-group/

https://www.linkedin.com/in/annmariebanks/

www.annaclareharper.com

https://www.linkedin.com/in/annaclareharper/