Catch up with our panel of experts as they looked at the attitudes to wealth planning; helping you understand your own circumstances and challenges or, those of the next generation that you are looking to pass your wealth down to.
Key topics covered:
- Balancing your needs – Learn how to balance your financial commitments now whilst protecting your wealth for the future.
- Attitudes to wealth – Understand how under-55s view their wealth and how the current financial climate has impacted their priorities.
- Attitudes to advice – Discover the key concerns of this generation and how financial advice can help provide peace of mind.
- Joanna Gosling, Television presenter, broadcast journalist and author
- Harry Bell, Director of Financial Planning, Charles Stanley
- Ellie Austin-Williams, Financial expert, writer, and founder of This Girl Talks Money