Take control of your financial future
When:
Tuesday, February 25, 2025
Time:
4:00PM GST
Location:
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Watch RecordingBrowser recordingsEssential insights on how to grow and protect your wealth
Whether you're just getting started or looking to optimise your financial strategy, this bitesize webinar will equip you with the essential tools you need to master your money. Our experts will break down key concepts and share actionable tips to help you secure a more confident future.
Take control of your financial future with expert guidance, no jargon, no fluff, just practical steps to grow and protect your wealth.
Why Attend This Webinar?
Interactive Q&A Session
Bring your questions! Our financial experts will answer them live, providing you with personalised advice and insights.
What You’ll Learn
✔ The Importance of Financial Planning – Why having a plan is the key to long-term financial success.
✔ Budgeting & Building a Safety Net – Manage your income and expenses to protect yourself from life’s surprises.
✔ Protection – Understand the critical role of insurance and how it safeguards your family and assets.
✔ Wills & Guardianship – Make sure your wishes are clear and your loved ones are protected.
✔ Setting Your Financial Goals – Define and prioritise your short- and long-term objectives.
✔ Growing Your Wealth Wisely – Smart strategies to make your money work harder for you.
✔ How Inflation Affects Your Wealth – Learn how to protect your purchasing power.
✔ The Power of Compound Interest – Harness the magic of compounding to accelerate your wealth.
✔ The Importance of Regular Reviews – Stay on track with frequent financial checkups.
FCA-Qualified Wealth Planner
With over 15 years of experience, Rhiannon is an FCA-qualified wealth planner and a Chartered Insurance Institute (CII) member. Trained in the UK, she is passionate about helping clients achieve financial clarity and confidence.
Chartered Wealth Planner
With over eight years of experience, Umarrah is a Chartered Wealth Planner dedicated to helping individuals and families achieve their financial goals. Her career includes roles at Mazars, RBC Brewin Dolphin, and Prudential, where she gained broad expertise across financial disciplines.
FCA-Qualified Wealth Planner
With over 15 years of experience, Rhiannon is an FCA-qualified wealth planner and a Chartered Insurance Institute (CII) member. Trained in the UK, she is passionate about helping clients achieve financial clarity and confidence.
Chartered Wealth Planner
With over eight years of experience, Umarrah is a Chartered Wealth Planner dedicated to helping individuals and families achieve their financial goals. Her career includes roles at Mazars, RBC Brewin Dolphin, and Prudential, where she gained broad expertise across financial disciplines.
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