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Financial Planning Unlocked

Financial Planning Unlocked

By: Rathbones Group plc
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About this listen

Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.Copyright 2024 All rights reserved. Economics Personal Finance
Episodes
  • Financial planning for the younger generation - part 2
    Mar 3 2025

    Olly Cheng, financial planning director and Samantha Boyd, investment director continue their conversation about teaching the younger generation money management skills. In this episode, our speakers explore savings and investments.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Rathbones is under no obligation to update or keep current the information contained in this material.

    The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

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    16 mins
  • Financial planning for the younger generation - part 1
    Feb 6 2025

    Whether you’re a parent, grandparent or a guardian, it’s important to teach young people good financial habits, and the earlier the better. In this episode, our experts Olly Cheng, financial planning director and Samantha Boyd, investment director share some top tips on how to teach the younger generation about money management.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Rathbones is under no obligation to update or keep current the information contained in this material.

    The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

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    15 mins
  • The power of compounding
    Nov 1 2024

    In this episode, our experts Matthew Hall, investment director and Malvee Vaja, financial advisor discuss the effects of compounding. You'll hear how regular saving and compounding helps to increase your wealth over time and also some of the most important things to remember when investing.

    View the accompanying slide here.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Rathbones is under no obligation to update or keep current the information contained in this material.

    The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

    Show More Show Less
    10 mins

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