Wealth & Legal Planning - Episode 2

In this episode of My Money Matters, we look at the importance of wealth and legal plans that people should have in place as a standard. We also look at other areas that can affect these plans such as the cost of living crisis, and gender savings gap.

Our host, Richard Allen, chatted to our Chartered Financial Planner, Jeff Simpson, and Hayley Robertson, Partner at Brodies LLP, to hear how experts in this space think, and what they feel is important for different sorts of people in different situations.

If you have any questions or want to find out more about how we can help you, please get in touch at [e-mail].

Please note, the information we’ll be sharing on this podcast is for guidance only and should not be regarded as financial advice. And, the case studies used are for illustrative purposes only and are not real life examples.