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Webinar

Financial advisors: do you need one and are they worth it?

Event organised by Benevolent Fund

Date
09 May 2024
Time
12:30 - 13:00 BST (GMT+1)
Location
Online
Add to Calendar 09-05-2024 12:30 09-05-2024 13:00 false Europe/London Financial advisors: do you need one and are they worth it? https://www.ice.org.uk/events/latest-events/financial-advisors-are-they-worth-it/ Online,

Ben Fund

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Free

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Overview

If you’ve ever sorted through your financial situation, the question ‘Do I need a financial advisor?’ may have crossed your mind. The industry can be a minefield of information and it can be easy to get lost within it.

This webinar aims to arm you with the knowledge needed to work out whether a financial advisor is worth it, and if so, how to find a good one, and avoid the cowboys!

During this webinar, delegates will explore:

  • What type of financial advisors are there?
  • What an advisor can and can’t help with
  • Benefits and limitations of an advisor
  • How to identify the ‘good guys’ from the ‘bad guys’
  • Planning and preparing for a first meeting.

For further information, please contact the ICE Benevolent Fund at [email protected] or call 01444 417 979.

More topics can be found here.

Visit the webinar archive at your leisure.  

Programme

12:30 - 12:35

Introduction from Sarah Mason-Parker, casework and communications executive, ICE Ben Fund

12:35 - 12:55

Presentation from Sarah Steel, director, Better with Money

12:55 - 13:00

Q&A, Sarah Steel, facilitated by Sarah Mason-Parker, ICE Ben Fund

Speakers

Sarah Steel

Sarah Steel

Better with Money

director

Read more

Sarah Steel

An experienced financial professional, qualified coach and Fellow of the Pension Management Institute, Sarah has been helping people to be confident about their finances for over twenty years.

Sarah is the owner of “Better with Money” which was set up to reduce financial misery and confusion in the UK. Her aim is to bring money matters to life in an accessible and interesting way, helping you to think clearly about money and inspire action around your finances.

For more information please contact:

ICE Benevolent Fund Team