OnDemand Webinar
How to give your finances a health check
Watch our latest webinar and gain insights from our experts to help you manage your personal finances effectively.
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21st Sep 2022 Virtual event
Five aspects of personal finance
We all have different backgrounds, goals, attitudes and ambitions – but the foundations needed to build a secure financial future are essentially the same for all of us.
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Some planning – particularly early on – can go a long way to help you achieve your life goals in terms of finances and experiences and give you the confidence to be ready for the future.
While many of us know the importance of taking control of our finances, not everyone is sure what this means or how to go about it.
Watch our webinar and hear from our experts as they cover the five key areas of personal finance that form the foundation of your solid financial position, both now and in the future.
Meet the hosts
Erica Whyte
Spokesperson
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.
Lisa Caplan
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 Morgan
Chief Analyst
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 Millan
Foundation Planner
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.
