Her Future Bright Podcast
48 episodes - English - Latest episode: 9 months ago -There are many inspiring women in finance who are changing the profession for the better.
Her Future Bright is the podcast that allows them to share their stories and successes to inspire a future generation of women in finance.
It is a place where women in finance come together...
In every episode, Chanelle Pattinson interviews an inspiring woman in finance, on the Her Future Bright Podcast.
They discuss their experiences, achievements, how they are doing things differently and how they are bringing our profession forward.
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Episodes
Changing Career with Alice Guy ACA, Head of Pensions and Savings at Interactive Investors
October 04, 2023 06:00 - 29 minutes - 27.3 MBIn the final episode of this season of Her Future Bright we are joined by Alice Guy ACA, head of Pensions and Savings at Interactive Investors 🎙️✨ Alice's is a chartered accountant and pension expert. Her career journey began in the world of auditing at KPMG London, where she gained invaluable experience working with large companies across the UK. She then took her talents to EY in Cambridge before transitioning to Tesco Plc as a business analyst. However, life took an unexpected turn when...
Paving Your Own Path with Ritu Vohora CFA, Vice President, Investment Specialist - Global Capital Markets at T. Rowe Price
September 06, 2023 06:00 - 29 minutes - 26.8 MBOn this weeks episode of Her Future Bright we are joined by Ritu Vohora CFA, Vice President, Investment Specialist - Global Capital Markets at T. Rowe Price 🎙️✨ Ritu's career is nothing short of remarkable. As a vice president of T. Rowe Price International Limited and T. Rowe Price Group, she plays a pivotal role in representing the firm's views on Capital Markets. With an impressive 17 years of investment experience, Ritu joined T. Rowe Price in September 2020 after spending 15 years at ...
The Power of Product with Kate Webber, Head of Product Strategy at Northern Trust Corporation
August 09, 2023 05:04 - 44 minutes - 40.3 MBThis weeks episode of Her Future Bright features the inspiring Kate Webber, Head of Product Strategy at Northern Trust Corporation! 🎙️✨ With over 25 years of experience in asset servicing, Kate brings a wealth of knowledge and expertise to the table. Having held senior product development and strategy positions with renowned companies like Calastone and BNY Mellon, Kate's industry insights are invaluable 💭 Her passion for empowering women in the financial services industry led her to e...
Ex-CEO of Lloyds of London, Dame Inga Beale
July 26, 2023 05:11 - 34 minutes - 38.8 MBGet ready for an incredible episode of Her Future Bright as we bring you the exceptional Dame Inga Beale! 🎙️✨ With her extensive experience in the financial services industry spanning over four decades, Dame Inga has established herself as a true trailblazer. From her remarkable tenure as the CEO of Lloyd's of London, the prestigious global insurance market, to her current role as Chair of Mediclinic International plc and independent board member of Crawford & Company, NN Group NV, and Wi...
A Voice In Finance with Victoria Scholar, Head of Investment at interactive investor (ii)
July 12, 2023 05:06 - 44 minutes - 40.5 MBGet ready for an incredible episode of Her Future Bright, featuring the amazing Victoria Scholar! 🎙️🌟 Victoria, Head of Investment at interactive investor (ii), the UK's leading flat-fee investment platform, has become a trusted voice in the world of finance. You may have seen her sharing her expert insights on renowned platforms such as BBC News, Sky News, LBC News, Times Radio, and many others. 📺🎙️ With her deep understanding of financial markets, Victoria brings a wealth of knowledg...
World of Finance Journalism with Lois Vallely, Chief Reporter at Money Marketing
June 28, 2023 05:06 - 27 minutes - 25.6 MBEpisode 10 of Her Future Bright is here! ✨ For this episode I had the pleasure of talking to Lois Vallely, Chief Reporter at Money Marketing 📝 Lois has covered a wide range of topics including networks, nationals, IFAs and adviser tech, writing for various trade titles such as The Grocer and Utility Week. Before becoming a journalist, she studied English with Film Studies at Queen’s University, Belfast 💭 If you're intrigued by the world of finance journalism and want to learn what i...
Mental Health in The Corporate World with Ann Camargo, Founder of The Corporate Mind
June 14, 2023 05:00 - 41 minutes - 37.9 MBJoin us for episode eight of Her Future Bright, where we delve into the world of workplace mental health. This week, we are joined by Ann Camargo, a mental health consultant at The Corporate Mind 🙌 Ann spent over 20 years in the Financial Services industry as a Technology COO at some of the world's largest investment banks in London, Hong Kong and New York. While pregnant with her daughter, she began to experience issues with work-related stress and anxiety, which is where her mental h...
From St James Place Financial Adviser Academy to Business Owner with Natasha Percy-Baxter, Founder of Percy-Baxter Wealth Management
May 31, 2023 05:00 - 37 minutes - 34.6 MBTune in to episode eight of Her Future Bright, where I sit down with Natasha Percy-Baxter, founder of Percy-Baxter Wealth Management, for an insightful conversation about her journey through the St James Place Financial Adviser Academy and starting her own business 🎧 Most recently she has been shortlisted for Newcomer of the Year at the Professional Adviser Awards 2023. She is the top downloaded guest on The Financial Planner Life podcast and has featured in The Times Top Rated Financial ...
How To Accelerate Your Career with Mary Mosope Adeyemi, Executive Director at Goldman Sachs, founder of viSHEbility, and author of Visible Strengths
May 24, 2023 05:35 - 55 minutes - 51.1 MBJoin us for a special bonus episode of Her Future Bright! ✨🙌 This week, we're thrilled to have the incredible Mary Mosope Adeyemi as our guest. Mary is an executive director at Goldman Sachs, founder of viSHEbility, and author of Visible Strengths - a powerhouse of passion and purpose ⚡ Mary's spent countless hours developing and executing talent recruitment and training programs, with a focus on early career professionals. Her unwavering dedication to personal development and equitabl...
Closing the Gender Pension Gap with Samantha Gould, Head of PR and Campaigns at NOW: Pensions
May 17, 2023 05:42 - 38 minutes - 34.9 MBJoin us for another exciting episode of Her Future Bright. This week, we have the incredible Samantha Gould, the Head of PR and Campaigns at NOW: Pensions 🙌 Did you know that every year, two million women in the UK are retiring into pensioner poverty? Samantha has been working tirelessly to bring attention to the gender pensions gap, appearing in over 350 media features since 2019 including TV interviews and a column in Glamour magazine’s #MoneyMatters 📝 In addition to this, Samantha ...
A Career In Financial Planning With Natalie Wright, Chartered Financial Planner and Partner at Mazars
May 03, 2023 05:17 - 34 minutes - 31.3 MBThis week we sit down with the dynamic Natalie Wright, a Chartered Financial Planner and Partner at Mazars, a top global accounting and advisory firm. With her expertise in working with business owners and their families, Natalie specializes in creating and implementing successful succession plans, managing over £1.6bn for private clients 💸 Natalie's passion and dedication to her work has earned her numerous accolades, including the prestigious 'Chartered Financial Planner of the ...
Pushing Out of Your Comfort Zone with Jackie Leiper, CEO of Embark
April 19, 2023 05:00 - 39 minutes - 35.8 MBThis week, we're joined by Jackie Leiper, CEO of Embark 🙌 Jackie has extensive technical experience in financial services industry, with strong pensions and investments expertise. She is purpose driven with a track record of delivering results and has established strong relationships with key stakeholders in the industry having held a number of senior customer and client facing positions. Within Lloyds Banking Group she leads the Embark, Scottish Widows, and Halifax Share Dealing busin...
Climbing The Corporate Ladder with Lisa Picardo, Chief Corporate Officer at PensionBee
April 05, 2023 07:15 - 22 minutes - 20.5 MBJoin us for episode three of the Her Future Bright podcast! 🎧 This week, we're joined by Lisa Picardo, Chief Corporate Officer at PensionBee 🐝 Lisa leads the corporate development of PensionBee, which has included leading on the company’s IPO and subsequent transfer to the Premium List, and plays a broader management role across many aspects of the business 🏦 Lisa has a wealth of experience in finance, having spent 13 years at Morgan Stanley. She honed her skills in the Europea...
Breaking Into The World Of Platforms With Emma Napier, Head of Proposition at Bravura
March 22, 2023 06:00 - 41 minutes - 38.4 MBEpisode 2 has dropped! This time we’re speaking to Emma Napier, Head of Proposition at Bravura 🎙️ Emma has spent her whole career watching financial services evolve in the UK, it never ceases to amaze her how things have (and haven’t) changed over the years. Her working life has entered its 3rd decade, yet she remains excited about the future of advice, particularly, how that advice is delivered to an individual. She has a whole heap of experience in-the-thick of the advised/platform w...
The World of Venture Capital with Nina Mohanty, Co-Founder & CEO of Bloom Money
March 08, 2023 08:00 - 48 minutes - 44 MBJoin us as we celebrate International Women's Day and kick off a new season of the Her Future Bright podcast ✨ Our first episode features an inspiring conversation with Nina Mohanty, Co-Founder & CEO of Bloom Money, an app that builds tools for diaspora communities to build generational wealth 💸 Despite the fact that only 2.4% of all venture capital was allocated to women-led startups in 2021, according to TechCrunch, Nina is among that small percentage and shares her experience 🙌 ...
Creating Change with Holly Mackay, Founder and Managing Director of Boring Money
December 20, 2022 05:17 - 31 minutes - 42.9 MBOn this weeks epsiode of Her Future Bright is Holly Mackay. Holly has worked in finance since 1999. She is a financial expert, a commentator on investment markets, and the Founder and MD of independent consumer financial website, Boring Money. She likes translating financial gobbledygook into ‘real speak’ and trying to help people without PhDs in finance to make sensible decisions with minimum pain. Holly is a regular media commentator and has appeared on or contributed to the BBC, The Ti...
The Importance of Curiosity with Katy Thorneycroft, Chief Investment Officer of Multi-Asset Solutions International at JP Morgan Asset Management
December 13, 2022 05:00 - 27 minutes - 21.3 MBOn this weeks epsiode of Her Future Bright is Katy Thorneycroft. Katy, Managing Director, is Chief Investment Officer of Multi-Asset Solutions International. Katy manages Global Tactical Asset Allocation, balanced, flexible and total return portfolios, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in t...
Working in Investment Management with Noelle Cazalis, Fund Manager at Rathbone Brothers Plc
December 06, 2022 05:00 - 28 minutes - 39.1 MBOn this weeks epsiode of Her Future Bright is Noelle Cazalis. Noelle works with Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund, she also manages the Rathbone High Quality Bond Fund. Noelle joined Rathbones in August 2011 and was made assistant manager in January 2016, then fund manager in November 2018. Before this, she worked as a financial analyst for the Bank of France and spent five months in Cambodia, where she undert...
The Importance of Friends at Work with Laura Bampfylde, Wealth Director at Redington
November 29, 2022 05:00 - 42 minutes - 58.9 MBOn this weeks epsiode of Her Future Bright is Laura Bampfylde. Laura is a Wealth Director at Redington, a leading independent investment consultancy, where she works with a range of clients including wealth managers, financial advice firms and investment platforms on their investment and technology needs. Prior to joining Redington in August 2021, she spent ten years in the Wealth and Asset Management industry across J.P. Morgan Private Bank, HSBC Asset Management and Hargreaves Lansdown. ...
Working in the World of Crypto with Alize Marchand, Co-founder and Head of Strategy at Pitched
November 22, 2022 05:00 - 37 minutes - 52.1 MBOn this weeks epsiode of Her Future Bright is Alize Marchand. Ali is an American who moved to Switzerland 6 years ago to start her career in finance. Starting at a wealth management company, Ali got her start on the portfolio management team and worked closely with client relationships as well. Being passionate about sustainability, Ali took an interest in ESG and studied Sustainable Finance at the University of Zurich. Throughout her time in wealth management, Ali realized there was oppor...
Removing Self-limitations with Emma Black, Co-Founder & CEO of Cascade Cash Management
November 15, 2022 05:00 - 51 minutes - 71.2 MBOn this weeks epsiode of Her Future Bright is Dr Emma Black. Emma is Co-Founder & CEO of Cascade Cash Management. Emma is an expert in the savings market and was named Cash Management Woman of the Year in 2020 and 2021, and Start-Up Entrepreneur of the Year at the 2020 Great British Entrepreneur Awards. She is also co-founder of the new bank start-up GB Bank, which obtained its banking license in 2021. If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If...
The Power of Saying Yes to Opportunities with Phoebe Stone, Partner & Head of Sustainable Investing at LGT
November 08, 2022 05:00 - 28 minutes - 26.1 MBThis week we speak to Phoebe Stone. Partner & Head of Sustainable Investing at LGT. Having joined LGT from Coutts in 2014, Phoebe launched and leads LGT Wealth Management’s Sustainable Investing proposition and now sits as Head of Sustainable Investing and Head of LGT’s Intermediary Investment Services. Phoebe sits on a number of committees including LGT Wealth Management’s Investment Committee and Fund Selection Committee. Phoebe is also passionate about diversity and inclusion initiati...
Turning Criticism into Empowerment with Gina Miller, Businesswoman, Transparency Campaigner & Political Activist
November 01, 2022 07:00 - 22 minutes - 20.4 MBWe are opening up the new season with Gina Miller. A Businesswoman, Transparency Campaigner & Political Activist. Gina is a dynamic businesswoman, activist and now, UK political party leader. She co-founded SCM Direct in 2009 as a democratising, modern wealth management company with values rooted in honesty, fairness, and transparency to counter issues in the sector that contributed to poor consumer outcomes and the Global Financial Crisis 2007/8. n June 2021, Gina launched the female-focu...
The Importance of Data and Research with Heather Hopkins, Managing Director and Founder of NextWealth
August 22, 2022 06:00 - 37 minutes - 34.1 MBIn a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK. If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright This ser...
Working in Sustainable Investing with Katie Magee, Investment Specialist at J.P. Morgan Asset Management
August 16, 2022 06:00 - 42 minutes - 39.2 MBKatherine Magee, Executive Director, is an Investment Specialist in J.P. Morgan’s Asset Management Solutions business. Based in London, Katherine works with client advisors to position the firm's factor-based and thematic investment strategies with clients across EMEA and Asia. Katherine previously supported the CEO of Asset Management, EMEA across regulatory, strategy, and day-to-day business management topics, and prior to that, worked on the Institutional Advisory & Sales team at J.P. Mor...
Being Entrepreneurial in Employment with Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner
August 09, 2022 06:00 - 28 minutes - 25.8 MBYasmina Siadatan is Sales and Marketing Director at Dynamic Planner, and part of the Executive Management Team and the Board. She is an integral contributor to decision making in the business, working in tandem with the senior team at Dynamic Planner to lead and deliver on its marketing-led growth strategy and further build the Dynamic Planner brand. She and her team are responsible for Dynamic Planner’s marketing and sales strategy which includes understanding market requirements and suc...
Being an Actuary with Steph Wilcox, Head of Actuarial Implementation at Dynamic Planner
August 02, 2022 06:00 - 30 minutes - 28.3 MBSteph Willcox is Head of Actuarial Implementation at Dynamic Planner. Steph leads the actuarial responsibilities of Investment Services. She is responsible for ensuring the software represents future events accurately and in line with mathematical and actuarial principles and the Asset Risk Model. Steph reports to Chris Jones, Proposition Director at Dynamic Planner, working alongside other key team members including Abhi Chatterjee, Chief Investment Strategist, Jim Henning, Head of Invest...
Building a Business on Values with Ruth Sturkey, Chartered Financial Planner, Non-Executive Director, Podcaster & Business Coach
July 26, 2022 06:00 - 37 minutes - 34.1 MBRuth co-founded and led The Red House, a boutique financial planning firm, which she successfully merged with Paradigm Norton. As an NED, Ruth continues to help grow Paradigm Norton, an employee owned and accredited BCorporation, to be the leading purpose driven financial planning firm in the UK. Ruth believes that money is just a means to an end. Her role as Vice Chair of the Initiative for Financial Wellbeing (IFW) enables her to help financial planners and financial coaches understa...
The Importance of Personal Branding with Mary Agbesanwa, Fintech Growth Lead at Seccl
July 19, 2022 06:00 - 38 minutes - 35.6 MBMary Agbesanwa is passionate about how technology is transforming and democratising the financial services industry and supporting millennials to achieve their full potential. She spent several years working as a strategy and operations Management Consultant at PwC working predominantly with banks and fintechs looking to scale or adapt their business models and running their B2B Fintech accelerator. Now, she works at Seccl, the home of UK Wealth tech, the technology provider and custodian be...
The Secret of Public Speaking with Gillian Hepburn, Head of UK Intermediary Solutions at Schroders
July 12, 2022 06:00 - 35 minutes - 32.5 MBGillian has over 30 years’ experience in financial services and is Head of UK Intermediary Solutions at Schroders. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers. At Schroders, Gillian is responsible for investment solutions for the UK Intermediary channel which includes Schroder Investment Solutions, a range of model portfolios and multi-asset funds. She ...
Trailer
July 06, 2022 09:17 - 2 minutes - 1.9 MBWelcome to Her Future Bright podcast. A podcast where I, Chanelle Pattinson, will be interviewing inspiring women in finance. We will be talking about their careers, their achievements and how they are bringing our profession forward. We have absolutely amazing guests lined up for the first series and I cannot wait for you to hear their stories. They are inspiring, motivational and incredibly insightful. If you are a women in finance, thinking about a career in finance or just enjoy lis...
Overcoming Career Obstacles with Apiramy Jeyarajah, Head of UK Wholesale at Aviva Investors
July 05, 2022 06:00 - 33 minutes - 30.4 MBApiramy joined Aviva Investors in January 2020 as the Head of UK Wholesale. She is responsible for driving the sales strategy across the wealth, savings and retirement market for domestic and cross boarder relationships in the UK Apiramy is passionate about driving diversity of thought and ensuring our businesses will better reflect both society at large and the clients who trust us with their money. Apiramy is involved with a number of initiatives including co-lead of the intersectionality ...
Supporting the Next Generation of Professionals with Sarika Dhanjal
March 29, 2022 06:00 - 47 minutes - 89.6 MBSarika Dhanjal joined Progeny as the Head of Training and Competence in July 2021, with responsibility for driving clear, strategic learning and development pathways and supporting the next generation of professionals within the Progeny Academy, as well as holding responsibility for the delivery of Progeny’s training and competence scheme. Having previously worked at adviser support group, Tenet, as the Head of Training and Mentoring, Sarika boasts a wealth of experience supporting new advi...
Founder of Rainchq, Davinia Tomlinson
March 22, 2022 07:30 - 51 minutes - 95.8 MBDavinia is the award-winning founder of rainchq, a business she set up to help women take control of their financial futures. She has over 15 years experience across the investment management and professional services industries including roles at Fidelity Investments and PwC. Davinia has a First Class Honours degree from Aston University, an Executive MBA from Cass Business School and holds the Investment Management Certificate (IMC). Outside rainchq, Davinia is a Trustee at Talawa The...
The World Of Fintech with Tessa Lee
March 15, 2022 07:30 - 35 minutes - 67.3 MBWith more than twenty years’ experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting clients in the roll-out and adoption of moneyinfo. Tess has directed several large-scale program...
Career Changer and Aspiring Financial Planner, Kate Evans
March 08, 2022 07:30 - 49 minutes - 92.4 MBAfter spending years dreading Monday mornings and mumbling a standard ‘yeah, it’s ok thanks’ to anyone who asked about work, Kate decided enough was enough and did finally something about it. That it, was a complete career change into the world of Financial Planning. As an aspiring Financial Planner you’ll find her currently honing her attention to detail and ability to focus as a Paraplanner at Lucent Financial Planning. 12 months in, if you ask her about work, you’ll see a sparkle in her e...
Being a Financial Journalist with Sonia Rach
March 01, 2022 08:00 - 47 minutes - 87.7 MBSonia Rach is Senior Reporter at FTAdviser and is currently sitting exams towards the CII’s Diploma in Regulated Financial Planning. Since joining the world of financial journalism in 2017, Sonia has worked at trade press titles Portfolio Adviser and Money Marketing. Prior to this, she spent three years in HR journalism where her interest in finance first sparked after she began writing about pensions and auto-enrolment. Sonia’s career in journalism commenced after she completed an undergrad...
Changing The Equity Release Market with Samantha Bickford
February 22, 2022 07:00 - 28 minutes - 54 MBSamantha Bickford is Managing Director of The Equity Release Lady and The Mortgage Girl with substantial experience in the area. Sami, as a young female in the industry became increasingly surprised by the lack of women breaking through into the industry to start a career in financial services. Sami felt there was a big gap in the market for a modern mortgage and equity release company with a point of difference. Sami is driven to make positive changes in the industry through the establishmen...
Chartered Accountant and Founder of This Girl Invests with Prerna Khemlani
February 15, 2022 07:30 - 31 minutes - 59.3 MBPrerna Khemlani ACA is a qualified chartered accountant, a Finance Manager at Coca-Cola Europacific Partners and a One Young World Ambassador. She is also the Founder of This Girl Invests which has been featured on Glamour UK and Cosmopolitan UK. This Girl Invests’ mission is to help reduce the gender investment gap by using education as a tool to empower women to invest and to feel #financiallyconfident. This is achieved by creating easy to understand (jargon free) personal finance & inves...
Portfolio Manager and Finance Instagram Creator, Eleanor Eason
February 08, 2022 08:00 - 40 minutes - 75.2 MBEleanor is a portfolio manager at a UK bank, looking after clients investment portfolios. She has a passion for educating others on investments and is determined to close the many gender financial gaps that exist here in the UK today. This led her to start up @sqhermile which is an Instagram page dedicated to making money management simple. Having worked in finance for the last eight years, she has seen the world change from a heavily male dominated world, largely unaccepting of females to o...
Becoming 'The Mortgage Mum' with Sarah Tucker
November 20, 2021 08:06 - 57 minutes - 107 MBThis week I am joined by Sarah Tucker, who is the founder of The Mortgage Mum, which she launched during her stint on The Voice UK. She wanted to use her platform to make change in the financial services industry by giving women the opportunity to train and qualify as mortgage brokers; and then provide them with a space to work flexibly around their families. Sarah qualified as a mortgage broker in 2015, after studying around her part time London career as a Legal PA; and her then 18 m...
Creating a Community and The Power Of Honesty with Catherine Morgan
November 09, 2021 08:00 - 57 minutes - 106 MBThis week I am joined by Catherine Morgan, who is a multi-award winning qualified financial planner and award-winning financial coach, on a mission to reduce financial anxiety and increase financial empowerment & resilience for 1 million women around the world. Featured as One of the top 32 female entrepreneurs to look out for in Business Leader. She is host to the top 1% global podcast ‘In Her Financial Shoes’ and founder of The Money Panel. “The meaning we attach to money becomes the lens ...
CEO, Fellow of The Personal Finance Society, and Life Planner with Jo Little
November 02, 2021 08:00 - 38 minutes - 73.1 MBThis week I am joined by Jo Little, who is the CEO of Emery Little, a family-owned financial planning firm of twenty, based in Hertfordshire. After graduating in 2010, Jo joined Emery Little as a junior paraplanner, working through her qualifications to become a Chartered Financial Planner, Fellow of the PFS and a Registered Life Planner. A couple of years ago, Jo stepped into the role of CEO at Emery Little, and now relishes the opportunities and challenges that come with leading a busi...
Having Confidence and Being Financially Free with Laura Ann Moore
October 26, 2021 07:00 - 50 minutes - 93.9 MBThis week I am joined by Laura Ann More, who is a Money and Mindset Coach, personal finance speaker and educator. She is on a mission to educate people about money in a fun, jargon free, and judgement free, way. She helps women feel inspired to take control of their finances, and to learn how to build wealth. After making a very last minute to decision to go travelling in 2015, with the money she had saved ready for Drama school, it was then that she realised the freedom that money can g...
Being Creative in Financial Services with Jennifer Ellis
October 19, 2021 07:00 - 33 minutes - 30.2 MBThis week I am joined by Jennifer Ellis, who is the Founder and Director at Wellington Wealth, and is also the Curator of Innovation and Fun at the Financial Planning Studio. After gaining a BSc (Hons) in Topographic Science from the University of Glasgow, Jennifer Ellis decided to pursue a career as a hydrographic surveyor on survey vessels working in the oil industry within the North Sea and further afield. However she decided her feet were better on dry land rather than on the hi...
Chartered Financial Analyst to Specialist Money Coach with Fleur Iannazzo
October 12, 2021 07:00 - 1 hour - 119 MBThis week I am joined by Fleur Iannazzo, who is a money coach who is on a mission to prove that there is nothing special about the people who are good with money. She admits to having her own financial crisis of confidence when -realising that her job was all about recommending big investments -she still could not apply the same analysis to her own budget. As a CFA Charter holder she is 'officially' good with numbers. Only when she came across the relatively new fields of Behavioural Economi...
Working on Wall Street, NYC with Kristine Ramsbottom
October 05, 2021 07:00 - 38 minutes - 71.8 MBThis week I am joined by Kristine Ramsbottom. Kristine has recently joined Coller Capital on their Investor Relations and Fundraising team in New York. Prior to Coller, Kristine worked at Lazard, where she sat on both the Industrials M&A and Private Capital Advisory teams, ultimately specializing in secondary market transactions. Kristine holds a Bachelor of Commerce from Queen’s University and a Masters of Applied Economics from Johns Hopkins University. If you enjoyed this episode, p...
CEO Of Octopus Investments, Ruth Handcock
September 28, 2021 07:00 - 30 minutes - 57.2 MBRuth Handcock is Chief Executive Officer at Octopus Investments with overall responsibility for retail products and fundraising. Prior to this she was a founding employee at Tandem, a new UK Challenger Bank, and was responsible for achieving their banking licence and overseeing proposition and company build. Ruth started her career with 8 years in strategic consultancy before joining Bacardi as Finance Director of their Martini & Cognac portfolios. As part of her career, Ruth spent a ...