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Looking after your financial wellbeing

Webinar recorded live:
Categories: Guest speakers & industry specialists

David Thomas and Leigh Dunkley of Schroders Personal Wealth  joined us to share their expertise and practical takeaways on looking after your personal finances during the COVID-19 crisis.

Before opening up to a Q&A on all money-related matters, they covered:

  • Looking after your personal finances:
    • Options for managing any debt
    • Savings and investments
    • Income and mortgage protection
    • Property and mortgages
    • Retirement planning
    • Future-proofing: how to support loved ones if you’re looking to pass on wealth or assets
  • The financial wellbeing cycle – from financial avoidance to financial stability
  • The importance of understanding your finances and having a plan

David Thomas is Head of Business Development at Schroders Personal Wealth and a Chartered Financial Planner. Dave has worked in Financial Services for 20 years and has advised both personal & commercial clients directly for over 15 years.

David’s current role was created to design and launch a new Business Development function within Schroders Personal Wealth. This new team is leading on a Workplace Wellbeing agenda to promote the importance of financial wellbeing to both the individuals and the businesses across the UK.

David passionately believes that financial institutions, governments and charities need to work hand in hand to support individuals and help them to engage effectively with their finances. Establishing an understanding of wellbeing and de-mystifying the subject of finances is the start of the process.

Leigh Dunkley is a Business Development Manager at Schroders Personal Wealth and holds a Diploma in Regulated Financial Planning. Leigh has worked in Financial Services for 6 years across a number of brands including Lloyds Banking Group and Scottish Widows before joining Schroders Personal Wealth.

With a focus on Financial Wellbeing, Leigh works with businesses across the UK to understand their wellbeing strategies and to provide education, guidance and support to employees at all stages of their financial planning journeys.