Helena Wardle's Media Coverage
inews.co.uk
The UKs’ total pension assets are worth £6.4 trillion, according to AvivaA pension can be worth more than a house yet, despite the introduction of pension splitting or sharing 20 years ago, many divorcing couples still do not split their pension
Portfolio Adviser
TikTok ... the clock is running on ensuring young investors can...Advice industry ‘has never engaged especially well with younger people since the RDR’ #cryptocurrency #ifas #tiktok
London News Time
Advisor fee details (and when to display them) - London News TimeWe’ve been there before and will definitely go there again, but I’ll look at the issues around Advisory fee once again. I recently talked to the acclaimed Smith & Wardle Helena Wardle about her story at...
YouTube
Women in Platforms: Helena Wardle partner at Smith and Wardle Financial PlanningSam Seaton, CEO of Moneyhub in conversations with Helena Wardle, Chartered Financial Planner and partner at Smith and Wardle Financial Planning, about what ...
YouTube
Women in Platforms: Helena Wardle partner at Smith and Wardle Financial PlanningSam Seaton, CEO of Moneyhub in conversations with Helena Wardle, Chartered Financial Planner and partner at Smith and Wardle Financial Planning, about what ...
Professional Paraplanner
Better suitability letters - an adviser’s top tips - Professional ParaplannerHelena Wardle, Partner & Chartered Financial Planner at Smith & Wardle, looks at some key ways we can reduce complexity for clients in Suitability letters. How can we simplify our Suitability letters and...
Initiative for Financial Wellbeing
“Humankind a hopeful history” book review by Helena WardleSome of the best books are the ones you find when you are not looking, and I accidentally stumbled across “Humankind a hopeful history” by Rutger Bregman. It was a brilliant read. This book challenges...
Open Banking Excellence
Helena Wardle - Open Banking ExcellenceHelena is a Chartered Financial planner and a partner at Smith and Wardle Financial Planning. As a self-confessed geek, continuous learning is a hobby that she obsessively pursues in her spare time and...
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Hybrid advice isn’t what you think it isUsing technology in our businesses so we can serve more clients face-to-face is not hybrid advice. Hybrid advice should be a way to provide financial advice for those who can’t afford it
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How can we make advice more accessible?Digitally-focused propositions with human input where it matters will be the way forward, and that is what hybrid advice should offer.