Her Future Bright Podcast

After spending years dreading Monday mornings and mumbling a standard 'yeah, it's ok thanks' to anyone who asked about work, Kate decided enough was enough and did finally something about it. That it, was a complete career change into the world of Financial Planning. As an aspiring Financial Planner you'll find her currently honing her attention to detail and ability to focus as a Paraplanner at Lucent Financial Planning. 12 months in, if you ask her about work, you'll see a sparkle in her eye before she launches into how much she's loving what she does! If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright Connect with Kate at:

www.linkedin.com/in/kate-evans-aspiringfinancialplanner

Money Marketing:

https://www.moneymarketing.co.uk/financial-adviser-2b/

https://www.moneymarketing.co.uk/podcast/

Sonia Rach is Senior Reporter at FTAdviser and is currently sitting exams towards the CII's Diploma in Regulated Financial Planning. Since joining the world of financial journalism in 2017, Sonia has worked at trade press titles Portfolio Adviser and Money Marketing. Prior to this, she spent three years in HR journalism where her interest in finance first sparked after she began writing about pensions and auto-enrolment. Sonia's career in journalism commenced after she completed an undergraduate degree in English Literature with Journalism from the University of Hertfordshire and an exchange programme at Stony Brook University in Long Island, New York. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright

Connect with Sonia at:

https://www.linkedin.com/in/sonia-rach/?originalSubdomain=uk

https://www.instagram.com/makingfinancialcents/

Money Marketing:

https://www.moneymarketing.co.uk/financial-adviser-2b/

https://www.moneymarketing.co.uk/podcast/

Samantha Bickford is Managing Director of The Equity Release Lady and The Mortgage Girl with substantial experience in the area. Sami, as a young female in the industry became increasingly surprised by the lack of women breaking through into the industry to start a career in financial services. Sami felt there was a big gap in the market for a modern mortgage and equity release company with a point of difference. Sami is driven to make positive changes in the industry through the establishment of the two brands, whilst also providing an excellent, client-focused service through empowerment, education and support, our business ethos. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright Connect with Samantha at:

https://www.linkedin.com/in/samantha-bickford-4a657b111/

https://themortgagegirl.co.uk

https://www.instagram.com/the.mortgagegirl/

Money Marketing:

https://www.moneymarketing.co.uk/financial-adviser-2b/

https://www.moneymarketing.co.uk/podcast/

Prerna Khemlani ACA is a qualified chartered accountant, a Finance Manager at Coca-Cola Europacific Partners and a One Young World Ambassador. She is also the Founder of This Girl Invests which has been featured on Glamour UK and Cosmopolitan UK. This Girl Invests' mission is to help reduce the gender investment gap by using education as a tool to empower women to invest and to feel #financiallyconfident. This is achieved by creating easy to understand (jargon free) personal finance & investment content, online courses and webinars. Prerna also raises awareness by delivering corporate & university talks to a wide range of investors, a few client examples include multinational swiss pharmaceutical Roche, UC Santa Barbara & The Junior League of Charlotte.

If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright

Connect with Prerna at: www.thisgirlinvests.co.uk https://www.instagram.com/thisgirlinvests/

Money Marketing:

https://www.moneymarketing.co.uk/financial-adviser-2b/

https://www.moneymarketing.co.uk/podcast/

Eleanor is a portfolio manager at a UK bank, looking after clients investment portfolios. She has a passion for educating others on investments and is determined to close the many gender financial gaps that exist here in the UK today. This led her to start up @sqhermile which is an Instagram page dedicated to making money management simple. Having worked in finance for the last eight years, she has seen the world change from a heavily male dominated world, largely unaccepting of females to one where females are welcomed and encouraged to shine. It's expected that 56% of the UK's wealth is expected to be female by 2025… the industry serving these clients needs to be the same.

If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright

Connect with Eleanor at:

https://www.instagram.com/sqhermile/

This week I am joined by Sarah Tucker, who is the founder of The Mortgage Mum, which she launched during her stint on The Voice UK. She wanted to use her platform to make change in the financial services industry by giving women the opportunity to train and qualify as mortgage brokers; and then provide them with a space to work flexibly around their families.

Sarah qualified as a mortgage broker in 2015, after studying around her part time London career as a Legal PA; and her then 18 month old daughter Sienna. In 2016 she had her son Joshua and decided to make the leap to be a self-employed mortgage broker full time around her children. In 2018 she started calling herself "The Mortgage Mum" on social platforms, doing live videos to educate people on mortgages in a relaxed, informal way. This led to her gaining a following and a reputation, and eventually to her creating her own company. "It started as a nickname… Became an Instagram handle… Turned into a brand… Became a company… And now it is becoming a movement. The Mortgage Mum movement. I am so excited to see what the future holds for myself and these incredible women!"

If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright

Find out more about Sarah at:

https://themortgagemum.co.uk

https://www.facebook.com/themortgagemum1/

https://www.youtube.com/channel/UCG899KReJ9NHLZfyK3CXrUw

https://www.linkedin.com/in/sarah-tucker-the-mortgage-mum-✨-669898185/

https://www.instagram.com/the_mortgage_mum/

This week I am joined by Catherine Morgan, who is a multi-award winning qualified financial planner and award-winning financial coach, on a mission to reduce financial anxiety and increase financial empowerment & resilience for 1 million women around the world. Featured as One of the top 32 female entrepreneurs to look out for in Business Leader. She is host to the top 1% global podcast 'In Her Financial Shoes' and founder of The Money Panel. "The meaning we attach to money becomes the lens that we think, feel and behave with money. Change the meaning and perception, change your life."

Author of the Amazon best selling book 'The women I am becoming' and soon to be published book 'It's not about the money."

If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright

Connect with Catherine at:

https://www.linkedin.com/in/catherine-morgan/

https://twitter.com/themoneypanel

https://www.instagram.com/catherinemorganmoney/

https://www.facebook.com/themoneypanel/

https://podcasts.apple.com/gb/podcast/in-her-financial-shoes-podcast/id1449065629

https://open.spotify.com/show/4ROazdeiXDFnz8OFo1xdKf

https://www.youtube.com/catherinemorganmoney

This week I am joined by Jo Little, who is the CEO of Emery Little, a family-owned financial planning firm of twenty, based in Hertfordshire.

After graduating in 2010, Jo joined Emery Little as a junior paraplanner, working through her qualifications to become a Chartered Financial Planner, Fellow of the PFS and a Registered Life Planner.

A couple of years ago, Jo stepped into the role of CEO at Emery Little, and now relishes the opportunities and challenges that come with leading a business and team.

Alongside her responsibilities as CEO, Jo continues to advise clients and is also a Non-Executive Director of NextGen Planners

If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright

Connect with Jo at:

https://www.linkedin.com/in/jo-little-fpfs-1aaa4a37/

This week I am joined by Laura Ann More, who is a Money and Mindset Coach, personal finance speaker and educator. She is on a mission to educate people about money in a fun, jargon free, and judgement free, way. She helps women feel inspired to take control of their finances, and to learn how to build wealth.

After making a very last minute to decision to go travelling in 2015, with the money she had saved ready for Drama school, it was then that she realised the freedom that money can give you. She wants to demystify money and help you all feel empowered by your finances. Talking about all aspects of saving, budgeting, clearing debt, investing (and many more).

If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright

Connect with Laura at:

https://www.instagram.com/laura_ann_moore/

https://www.lauraannmoore.co.uk

https://www.linkedin.com/in/laura-moore-56650161/

This week I am joined by Jennifer Ellis, who is the Founder and Director at Wellington Wealth, and is also the Curator of Innovation and Fun at the Financial Planning Studio.

After gaining a BSc (Hons) in Topographic Science from the University of Glasgow, Jennifer Ellis decided to pursue a career as a hydrographic surveyor on survey vessels working in the oil industry within the North Sea and further afield. However she decided her feet were better on dry land rather than on the high seas and after 5 years in this industry returned to Glasgow School of Art Digital Design Studio to complete an M.Phil in Advanced 2D & 3D Motion Graphics & Virtual Prototyping.

For the last 17 years Jennifer has worked within the Financial Services sector with her father, Raymond, primarily focused on business technology, systems, processes and business continuity for a variety of life, pension & investment providers, government agencies, professional firms & charities in roles with Scott-Moncrieff, Close Brothers Asset Management & Sinclair Wood Asset Management.

If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright

Connect with Jennifer at:

https://www.linkedin.com/in/wwljennifer/