Adviser 3.0: The Podcast

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!

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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
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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