The Wallet Emilie Bellet

📈In this episode, we delve into the world of investing. Join us as Helena Wardle, Founder of Money Means and Partner and Chartered Financial Planner at Smith and Wardle, shares insights and strategies to bolster your investing confidence and broaden your portfolio. Together, we'll explore the significance of diversification and learn how to strike the right balance between risk and return. In a high-interest rates environment, we'll address the dilemma of whether to prioritise mortgage repayments or continue investing. 
SPONSOR
Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/
REPLAY WEBINAR
Do I need a financial adviser: https://youtu.be/T1Bm_qGQvXc
RESOURCES
Full series Road to Wealth: https://www.vestpod.com/road-to-wealth-podcast
Helena Wardle: https://www.linkedin.com/in/helena-wardle-b47ab890?originalSubdomain=uk 
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 
Or read on: https://www.vestpod.com/podcast 
Instagram: https://instagram.com/vestpod  
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.


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Are you wondering, "Should I work with a financial adviser? How do I find one that suits me? And how much does it actually cost?" Well, you're not alone. In a sometimes complex financial landscape, managing your finances effectively is crucial, and sometimes, getting help and support is essential. Today's episode is all about demystifying the world of financial advice. I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.
PODCAST SERIES
Road to Wealth is available on The Wallet: https://pod.link/1520695849/episode/e839d25c5b41ad4c15287426ef4d28d7 
RESOURCES
Cost of advice tool: https://www.unbiased.co.uk/tools/cost-of-advice
Unbiased.co.uk adviser checklist: https://www.unbiased.co.uk/find-an-adviser-checklist.pdf 
SPONSOR
Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 
Or read on: https://www.vestpod.com/podcast 


Hosted on Acast. See acast.com/privacy for more information.

In the coming three decades, an estimated £5.5 trillion is projected to transition between generations as the baby boomer population diminishes. This remarkable event has been recognized as the largest wealth transfer ever witnessed in the history of the United Kingdom.
In this episode, with Chartered Financial Adviser Lisa Conway-Hughes, we talk about vital strategies for navigating this complex and emotional process, covering topics such as protecting your financial future, maximising savings allowances, securing insurance, and safeguarding against scams. We also explore the personal dynamics of inheritance, including factors that influence distribution decisions, such as close relationships, financial needs, and caregiving responsibilities.
SPONSOR
Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/
REPLAY WEBINAR
Are you wondering, "Should I work with a financial adviser? I recently had a fascinating conversation with Karen Barrett, the Founder and CEO of @Unbiased, and she shared valuable insights on what you can expect from a financial adviser and how they can add value to your financial journey.
https://youtu.be/T1Bm_qGQvXc
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 
Or read on: https://www.vestpod.com/podcast 
Instagram: https://instagram.com/vestpod  
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.

Hosted on Acast. See acast.com/privacy for more information.

In our hectic culture of hustling and overworking, it can feel like striking a balance between earning enough, feeling happy with our wealth - AND feeling rested and physically fit - are things that are incompatible if not impossible. 
In this episode, we speak to Helena Wardle - Founder of Money Means as well as Partner and Chartered Financial Planner at Smith and Wardle - about finding that golden balance between money and our well-being, how to avoid lifestyle creep and still feel fulfilled, the best ways to avoid retail therapy and more.
SPONSOR
Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/
FREE WEBINAR
Join our financial advice webinar on July 20th:
https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 
RESOURCES
Helena Wardle: https://www.linkedin.com/in/helena-wardle-b47ab890?originalSubdomain=uk 
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 
Or read on: https://www.vestpod.com/podcast 
Instagram: https://instagram.com/vestpod  
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.


Hosted on Acast. See acast.com/privacy for more information.

In this week's episode, Lisa shares her expertise on tax-efficient saving and investing, pensions, and the art of gifting. Discover how to navigate the often anxiety-inducing task of filing tax returns while gaining a fresh perspective on financial strategies.
SPONSOR
Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/
FREE WEBINAR
Join our financial advice webinar on July 20th:
https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 
Or read on: https://www.vestpod.com/podcast 
Instagram: https://instagram.com/vestpod  
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.


Hosted on Acast. See acast.com/privacy for more information.

Debt can feel overwhelming and like it's weighing you down, but it doesn't have to be that way. In this episode, we discuss the different types of debt that women face, as well as strategies for paying it off and avoiding common misconceptions. From student loans to mortgages, we provide tips and advice for managing debt at every stage of life. 
SPONSOR
Thank you to our partner Unbiased.co.uk, a matching service that helps to connect you with the most experienced and regulated financial experts: https://www.unbiased.co.uk/
FREE WEBINAR
Join our financial advice webinar on July 20th:
https://www.eventbrite.co.uk/e/do-i-need-a-financial-adviser-tickets-657633949847 
RESOURCES
Abigail Banks, Chartered Financial Planner at The Private Office (TPO): https://www.linkedin.com/in/abigail-banks-003929153/?originalSubdomain=uk 
Debt help: 
StepChange: https://www.stepchange.org/ 
National Debtline: https://nationaldebtline.org/
CitizensAdvice: https://www.citizensadvice.org.uk/ 
CONNECT WITH VESTPOD
If you want to read the main takeaways from the episodes, subscribe to our newsletter: https://www.vestpod.com/subscribe 
Or read on: https://www.vestpod.com/podcast 
Instagram: https://instagram.com/vestpod  
DISCLAIMER
We are not certified financial advisers! The articles and information made available on Vestpod are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.


Hosted on Acast. See acast.com/privacy for more information.