Holly Mckay
Holly MackayFounder and CEO
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    Home • Articles • Money Clinic with Bestinvest - Free Webinar

    Money Clinic with Bestinvest - Free Webinar

    17 Feb, 2023

    Boring Money Presents returns on Tuesday 7th March 2023!

    Money Clinic with BestinvestMoney Clinic with Bestinvest

    Money Clinic with Bestinvest - Free Webinar

    Join us LIVE at 6pm on Tuesday 7th March 2023.

    Join us LIVE at 6pm on Tuesday 7th March 2023 as we lift the lid on financial coaching and all the opportunities that come with it! We’ll bust the jargon and take your questions to our expert guests.

    Boring Money’s Founder & CEO Holly Mackay will be joined by Matthew Morgan, Head of Coaching at Bestinvest, and Charlotte Wheeler, Coach at Bestinvest.

    This webinar will be structured around two key topic areas – approaching retirement and starting out investing. Plus, we’ll discuss the role that finance coaching can play in helping people achieve their monetary goals!

    Here’s a sneak peek at what we’ll be discussing:

    • Investing for beginners

    We'll discuss common obstacles many of us face when it comes to investing, as well as which products/accounts to use, how to identify your risk profile, how much to start with, and how a financial coach can help you figure it all out!

    • Approaching retirement

    We'll discuss the big dilemmas you might be facing at this point in your life: e.g. locating lost pensions, consolidating your pots, drawdown vs annuity, considering inheritance tax, and why financial coaching is a great way to get guidance when it all starts to give you a headache.

    • Q&As

    Plus, we'll answer your questions LIVE during the webinar! All you have to do is submit your question via our sign-up page and we’ll put the best ones to Holly, Matthew and Charlotte for their expert opinions.

    Sponsored by Bestinvest, this event will take place LIVE at 6pm on Tuesday 7th March, so sign-up now to join & hear from the financial experts. If you can't make it at that time, then don't worry, just register your details and we'll send you a replay!

    Got any burning questions you’d like to ask about starting to invest and/or approaching retirement? Ask them during the webinar! We'll put them to Holly, Matt and Charlotte and they’ll answer as many as they can.

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    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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