Past event

How do you achieve financial wellbeing?

Watch our on-demand webinar and hear from experts on how to achieve financial peace of mind.

7th Jun 2023 Webinar

See our events

Prevention is better than cure

Nobody likes to think about losing their job, serious illness or even death, but have you ever considered how you and your family might cope if you lost your income for a period of time?

Watch the recording of our recent webinar as our panel of experts discuss how to consider the unknown when planning your financial future and the value of professional advice.

Meet the hosts

Joanna Gosling

Joanna Gosling

Television presenter, broadcast journalist and author

Joanna is a very experienced broadcaster, with 30 years’ worth of experience working in radio and television under her belt. Previously, she has worked for Sky and ITN and is now one of the best-known faces on BBC news, as the main mid-morning anchor on the News Channel.

Iona Bain

Iona Bain

Financial journalist, broadcaster and author

Iona Bain is a financial journalist and broadcaster who founded the pioneering Young Money Blog in 2011 and is the go-to voice for millennial money in the UK.

Louis Coke

Louis Coke

Senior Investment Manager, Charles Stanley

Louis joined the firm in 2005 as a Clerk. He worked his way up, beginning to manage client funds in 2010. Louis advises families & individuals, empowering them to build, preserve and enjoy their wealth. Louis blends technical investment skills with a deep understanding of what clients are trying to achieve over multiple generations. Louis holds the CISI Masters in Wealth Management qualification. Additionally, he has passed the Introduction to Sustainability course from the University of Illinois and Management Diploma from the ILM.

More insights

Knowledge
Navigating the challenges of personal wealth
In times of economic instability, your personal wealth can provide as many challenges as it does rewards. Our extensive research reveals the worries, aspirations, and attitudes that higher earners in the UK have towards money.
Article
Time to get your financial plan in order
By John Moseley
Financial Planner
29 Dec 2023 | 8 min read
Article
How to plan and protect your family wealth
By Louis Coke
Senior Investment Manager
01 May 2023 | 7 min read
Knowledge
Guide to finding your financial wellbeing
Download your free guide and find out why prevention is better than cure when it comes to your financial wellbeing.