Welcome to our new podcast series about financial advice. Most of us don’t have access to a financial adviser, so I took the questions that you sent in over the years and found some advisors to answer them.

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/

01. Beyond the Grave: What Happens to Your Money When You Die?

💸 As part of our new series, we get into the topic of death. While many of us avoid thinking about our own mortality, it's crucial to plan for the unexpected. What happens if we were to pass away tomorrow? How can we protect our assets? And how can we care for aging parents at the end of life? Join us with Abigail Banks, Senior Chartered Financial Planner at The Private Office, as we discover the significance of estate planning and delve into topics such as life insurance, digital assets, trusts, and the importance of regularly updating your estate plan.

02. For the Love of Money: Talking to Your Partner About Finances

💸 In this episode, we dive into the often tricky and emotionally charged topic of money and relationships. Our expert guest shares insights on managing joint finances, communicating effectively about money, and aligning financial goals with your couple goals. We also explore practical strategies for optimising tax benefits, the cost of being single, navigating divorce, and more. Join us with Abigail Banks, Senior Chartered Financial Planner at The Private Office as we delve into the importance of every aspect of relatonships (whether you are in one or not) when it comes to our financial health.

03. Debt: The Good, The Bad and The Ugly

💸 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. 

05. Wealth and Wellbeing: Finding the Balance

💸 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.

07. 7 - Investing with Confidence: Make Your Money Work for You

📈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. 

04. Feel the Fear Of Taxes but do it anyway

💸 In this week's episode, Chartered Financial Adviser Lisa Conway-Hughes 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.

06. Inheritance & Protecting Your Money

💸 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 Lisa Conway-Hughes, we talk about vital strategies for navigating this complex process, covering topics such as protecting your financial future, maximising savings, securing insurance, and safeguarding against scams. We also explore the personal dynamics of inheritance.

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.