What an epic Finance Surgery today with our very own BC and guest mobster Fairy MOBMother Jo Dean - Award winning Financial Adviser - ‘Woman of the Year, Investment Advice’ | Bringing simplicity to your financial security.
Jo is a trail blazer - only 14% of investment advisors are women!
She is a mobster through and through, working hard to share her knowledge and positively impact the wealth gap in the UK.
Topics covered today;
- Small business loans
- Community interest company’s and government grants
- Compound interest on savings and investments
- How to start investing - where and how
- State pensions - the ways to ensure you receive all you are due
- Recovering ‘lost’ pensions - the how to find them
- Life and critical illness insurance
- The strategy to follow to build wealth (see our free wealth road maps for the process and helpful links)
- Wills and protection in the event of a death of either parent
- ISAs
- Pensions & investments
Jo’s contact details will be included...