1st Feb 2024 Webinar
During this webinar, our personal finance experts, Rob and Lisa, covered pivotal themes to help you take charge of your financial landscape.
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.
Director of Charles Stanley Direct Financial Plans
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.
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.
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