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Joining us for today’s episode is Katie Ridland, a financial advisor and “unofficial counsellor” that is breathing new life into the industry in order to help others in more profound ways. Tune in to hear about how challenging age-old ideas can actually open new avenues for innovation. Read more about Katie below:
“By making the complex simple, I help people of all ages to better understand their finances. My advice covers all areas of wealth management including protection, retirement planning, investment planning and wealth protection.
More details are available on my website at www.ridlandwealth.co.uk or feel free to contact me directly on 0131 560 1065.
As a Senior Partner Practice of St. James's Place Wealth Management based in Edinburgh, my emphasis is on maintaining a long-term relationship with my clients and to be their trusted advisor as their financial needs evolve over the years.
In addition I am accredited to provide financial education at primary and secondary schools as well as workplace education on money matters.
Ridland Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.”
www.davidmansilla.com
www.breakfreepodcast.co
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1212 ratings
Joining us for today’s episode is Katie Ridland, a financial advisor and “unofficial counsellor” that is breathing new life into the industry in order to help others in more profound ways. Tune in to hear about how challenging age-old ideas can actually open new avenues for innovation. Read more about Katie below:
“By making the complex simple, I help people of all ages to better understand their finances. My advice covers all areas of wealth management including protection, retirement planning, investment planning and wealth protection.
More details are available on my website at www.ridlandwealth.co.uk or feel free to contact me directly on 0131 560 1065.
As a Senior Partner Practice of St. James's Place Wealth Management based in Edinburgh, my emphasis is on maintaining a long-term relationship with my clients and to be their trusted advisor as their financial needs evolve over the years.
In addition I am accredited to provide financial education at primary and secondary schools as well as workplace education on money matters.
Ridland Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.”
www.davidmansilla.com
www.breakfreepodcast.co