Financial Planning: The fundamentals in an uncertain world
About
The rising cost of living and looming financial pressures are increasingly leading to financial anxiety. Not only do young professionals have to grapple with when to start saving and how much, but increasingly younger people are thinking about where to put their money.
Amidst a climate crisis and with global markets in turmoil, making your money work for you is more complicated than ever. The next generation are starting to think about what their savings or investments are doing for themselves, the planet and society.
Jack Clancy and James Harrison from Path Financial will be hosting an interactive webinar session on On Wednesday 30 March, where they will address the fundamentals around personal financial planning, whilst giving an insight into how your money can work for the benefit of people and planet, too.
Speakers
Jack Clancy
Chartered Financial Planner
Having studied Economics and Economic History at The London School of Economics and Political Science (LSE), Jack gained experience working in international development, both in London and abroad. This, together with four years at a leading wealth manager, led him to realise the positive impact that money tied up in pensions and investments could potentially have on the world. Jack is a qualified member of the Chartered Insurance Institute (CII) and is passionate about helping clients understand the planning strategies best suited to them, whilst also driving positive change.
James Harrison
Chartered Financial Planner
Prior to joining Path, James worked in investment analytics before spending six years at a leading London wealth manager. Here he helped professionals in accountancy and law, whilst studying towards the Advanced Diploma in Financial Planning and subsequently obtaining Chartered Financial Planner status in 2020.
James understands that the benefits of financial planning are best realised by doing the simple things consistently over time, but that adding a layer of purpose to your investments means that money matters need not be boring. He believes that aligning money and values will have an ever-increasing role to play in the world of personal finance – with emotive and qualitative factors being more prevalent now than ever before – and hopes that the wealth management sector will continue to innovate with these elements at its core.