SmartPurse is a female-founded, independent financial education platform providing training helping our learners get a grip on their money. Through our courses, events, and Digital Money School we aim to close the financial education gap as well as making our learning fun and engaging to the learner. From savings, budgeting, and investing right through to pensions and retirement planning. We also train financial advisors on marketing to, engaging with, and retaining female clients. Lastly, we have a panel of experts that are available if you require further help or regulated advice.
This practical workshop hosted by SmartPurse looks into boosting your investments where Financial Advisors Jenny Moloney and Julie Eddicott discuss best practices as well as answer general investment questions.
Jenny is an FCA-authorised financial advisor who is a partner at Challoner Wealth Management Ltd as well as an affiliate of St James Place.
Julie is an FCA regulated Director of Eddicott Wealth Management who is also an affiliate of St James Place.
Both have over a decade in the financial services industry with expertise in investments.