Women & Money Cafe Podcast

We all reach a point when the pension statement arrives. We feel the need to do something about it. Maybe you’ve googled financial advisers. 

We’re going to walk you through what happens when you go to see a financial adviser about your pension.

There’s something important we want you to know, no matter how big or how small your pension is, we’re here to help. Your pension matters because you matter.


Some of the things we cover:

  • How to find a financial adviser
  • What happens in the first meeting
  • What to bring with you to the meeting
  • What we’re looking at in the paperwork
  • How we will explain your pensions to you
  • What happens at the end of the meeting

Resources:
Pension Wise
Pension Tracing Service
VouchedFor
Unbiased

YOUR HOSTS:
Catherine Thomas-Humphreys
 is an Award Wining Financial Coach, Qualified Financial Adviser and Family Will Writer. Catherine believes money is a force for good and when in the hands of good people can be used to do great things.  She loves working with purpose-led parents who are ready to change  their money habits & beliefs to achieve  financial success for themselves and their family.

She founded #TheFinfluencer   as a safe space to coach and empower parents to influence, make, save, spend and grow money, consciously, ethically and positively.  

The Finfluencer | Instagram

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive her. She uses her years of experience and research to support women experiencing or planning significant change in their lives. 

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.

Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram

Michelle Lambell  started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances.
Website | Instagram

Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. 

Enjoy Other Ways to Listen | APPLE | SPOTIFY

Disclaimer: The information provided in the Women and Money Café Podcast and Website does not constitute financial advice and nor should it be taken as such. They are thoughts and discussions in around money and possible options available to you. Whilst all attempts are made to provide accurate information at the time of publishing you should seek your own clarification . Should you require advice for your specific set of circumstances contact a qualified, authorised financial adviser directly.

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