18th May 2022 Virtual
Once you have retired, you’ll want to enjoy your hard-earned savings, whilst ensuring you have enough money for later in life. Join our panel of financial experts to help you plan your retirement journey.
Our engaging and interactive 45-minute session will covered:
Our experts answered attendees’ retirement planning questions in our Q&A.
Please note they were unable to provide individual financial advice
Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson and Head of Content Strategy at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.
Foundation Financial Planning Director
A chartered Financial planner, using technology to make it easier for people to move forward towards financial wellbeing. Lisa combines digital experience gained at Nutmeg with Financial planning knowledge gained over thirteen years working in personal finance.
Rob has over 20 years' experience in Financial Services and has worked as a financial adviser, pension specialist and investment analyst. He currently specialises in researching actively-managed funds and he regularly writes about investments, markets and personal finances.
Stuart, a Chartered Financial Planner has more than 20 years of financial services experience, including time at HSBC and Coutts & Co. Achieved Personal Finance Society Advanced Level and is a member of Personal Finance Society.
Stuart specialises in working with clients to help them plan ahead for retirement, including cashflow and Inheritance tax planning.