Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!

Adviser 3.0: The Podcast - Podcast autorstwa Abraham Okusanya - Środy

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Helena Wardle joins Abraham for an insightful discussion on: Her decision to move to the UK at the age of 20 How she fell into financial planning and her career to date Setting up Smith and Wardle, and what the team looks like today The importance of delivery to clients and ensuring they are understood The significance of having a mentor and the correct support The idea for Money Means, what it will offer and when it will launch

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