107. Listener Spotlight: Your questions answered with Rachael

Women & Money Cafe

We've got such a cool episode for you this time! Listener Rachael joins us for this one to put her question to the panel: if you haven't got a business and your not sitting on hundreds of thousands of pounds, who do you go to for help understanding your pension, your Individual Savings Account, and for a general money MOT?
Our answers covered a lot of ground on helping you find someone who will help you. From how to approach financial advisers, things to ask us, interpreting our websites (yeah, we know we're rubbish at this bit), to asking about fees.
Websites mentioned:
Money Helper
Retirement Living Standards

And check out episode 92 - Mapping your journey to retirement, where Julie & Michelle walk you through the maths of retirement planning
YOUR HOST

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
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CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
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