Wealth Planning Podcast

Brown Shipley’s Head of Wealth Planning, Roger Clark & Wealth Planning Client Director, Rebecca Williams have come together to provide an update on Wealth Planning, in their first podcast.

As we move into the recovery stage of the pandemic, Roger and Rebecca have taken some time to share their views on what our clients should be considering in terms of their wealth planning, post COVID-19.

The podcast covers:-

• An update on the virus and personal finances


• Income planning


• Gifting


• How to build a Financial Plan.


 

Listen to their podcast below.

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