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Eddie Grant and Paul Matthews, discuss Better outcomes for clients in vulnerable circumstances, research completed by Eddie to support his MSc in Finance.
Eddie Grant catches up with Claire Trott to talk about her 2022 challenge and how listeners can help. Link to JustGiving page Claire Trott is fundraising for St. James's Place Charitable Foundation (justgiving.com)
Eddie Grant and Vicky Kleboe, Later Life Financial Planning for women, discuss research completed by Vicky to support her MSc in Finance.
Eddie Grant is joined by fellow Director Claire Trott and Tony Wickenden to discuss the 2022 Spring Statement, reviewing the announcements with hints and tips for financial planners.
Eddie Grant and Tom Low, discuss reason for, and value of, seeking financial advice, research completed by Tom to support his MSc in Finance.
Eddie Grant and Paul Johnson discuss Property as a retirement strategy instead of pensions, research completed by Paul to support his MSc in Finance.
Eddie Grant and Sam Bradford discuss The Retirement Decision within financial services company, research completed by Sam to support her MSc in Finance.
Eddie Grant and Ellie Reed discuss post-retirement planning, research completed by Ellie to support her MSc in Finance.
This podcast is the seventh session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 7 focuses on Caring with expert insights from Sonia Benitez, Head of Services, Carers Network and our lived expert Cynthia.
Eddie Grant and Claire Trott discuss pensions tax relief based upon the benefit structures of the schemes, research completed by Claire to support her MSc in Finance.
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