Skip to main content
Search

Female Financial View: Financial Planning with Jo Welman

Date: 09 August 2023

Episode 4: Financial Planning with Jo Welman

In this month's episode, our host, Investment Manager Vanessa Eve, was joined by guest speaker Jo Welman, Financial Planner at Quilter Cheviot Financial Planning. Among the topics discussed throughout the episode – the benefits of having a financial planner, major obstacles women encounter when managing their finances, and much more.

Previous episodes of Female Financial View

Watch our monthly chats with colleagues and guest speakers about a wide range of topics related to women and finance.

Female Financial View

Subscribe to one of our newsletters

Get the inside view from Quilter Cheviot delivered straight to your inbox.

Subscribe

Related articles

Female Financial View: Menopause Month with Dr. Dawn Harper

1 minute read

In this month's episode, our host Helen Morrissey, Sales Director, is joined by Vanessa Eve, Investment Manager, and Dr. Dawn Harper.

Published 27 November 2023

Female Financial View: Menopause Month with Nicola Green

1 minute read

Nicola Green has spent the past 4 years helping organisations eradicate the taboo subject of the menopause from the workplace.

Published 24 November 2023

The value of your investments and the income from them can fall and you may not recover what you invested.